Jonathan Campanelli Email & Phone Number

New York, Ny, Us

New York , Ny, Us

New York, Ny, Us

• Responsible for handling escalated equity, equity derivatives, portfolio management and index methodology questions.• As a member of Bloomberg's Research Management team, worked directly with buy-side investment managers on implementation strategies for internal and external research, including building internal price targets, ESG scores and custom company tear-sheets.• Advised clients on how to incorporate ESG analysis in their investment workflow and how to most effectively utilize Bloomberg's proprietary ESG data, as a member of Bloomberg's ESG advocacy team.• Senior Bloomberg Query Language Specialist. Assisted both clients and internal colleagues on constructing and utilizing BQL formulas for data analytics of U.S. equities and internal portfolios.

New York, Ny, Us

• Answered fundamental Equity and Fixed Income questions.• Conducted proactive outreach and trainings for prospective and existing clients.• Served as liaison between engineering and clients for all Bloomberg communication services (Instant Bloomberg, Bloomberg Message and the Bloomberg Mobile App) and handled escalated questions and requests related to those tools.

Newark, De, Us

• Conducted qualitative and quantitative research on U.S. software equities and macro market trends using the Bloomberg Terminal, contributing to an overall outperformance of the Technology Select Sector (XLK) benchmark by 636 basis points over three consecutive years.• Built DCF models and comparative company analysis models in Microsoft Excel.• Worked with a team of four other analysts to select and present software stocks to executive committee of the University of Delaware's student-managed investment club with USD 4 million AUM. • Produced sector-specific research reports on semiconductor and software equities which were distributed to our 60-member club.

London, England, Gb

• Carried out put and call trades across U.S. equity markets for a boutique SEC-registered investment advisory firm with USD 8 million of assets under management.• Oversaw the U.S. equity portfolio valued at USD 6 million AUM, providing market analysis and monthly return information to investors.• Levered Salesforce to identify, research and manage potential client leads.

Palm Beach Gardens, Fl, Us

• Sorted, scanned, and uploaded financial documents- including transaction notices from brokers, insurance registration payments, and client wills- to the company-wide server.• Conducted fundamental analysis of U.S. equities and then pitched ideas to senior leadership as part of a research project.

Bachelor Of Business Administration - Bba, Global Enterprise Management

Education record