Jonathan Campanelli Email and Phone Number
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Recent college graduate of the University of Delaware Alfred Lerner School of Business with over three years of experience in the finance industry. Specializing in U.S technology equity research and both private equity and private credit portfolio analysis. I currently hold the role of Portfolio Analyst at Apogem Capital, a leading private equity and private credit middle market fund. I work closely with our private credit and private equity teams and assist with due-diligence, portfolio monitoring and security valuations.I bring a strong background of bottom-up fundamental research skills, along with experience in financial modeling and data analytics using Python and VBA. I have a proven track record as a team player with the ability to effectively communicate, collaborate and innovate. I’ve always had a strong interest in both technology and finance and more recently, how those two fields can complement each other. I’m excited to continue to progress my career and to continue to drive growth and value.Sono un nuovo laurato di University of Delaware Alfred Learner School of Business con piú di tre anni di esperienza nel settore della finanza. Specializzato en la ricerca sull'equità tecnologica e entrambi equità e credito privato. Adesso sono un Portfolio Analyst con Apogem Capital, un leader nel medio mercato di equità e credito privato. Lavoro vicino con entrambi i gruppi credito privato e equità privata e assisterle con due-dilligence, monitoraggio del portafoglio e valutazione dei titoli. Porto un forte sfondo di ricerca fondamentale anche esperienza nella modellazione finanziaria con Python e VBA. Ho comprovata esperienza come un comunicatore efficace con l'abilità di collaborare e innovare.Io siempre avuto un forte interesse en entrambi technologia e finanzia e più recente como questi possono complimenti l'altro. Sono emozionato continuare progredire la mia carriera e continuare creare la crescita e il valore.
Gcm Grosvenor
View- Website:
- gcmgrosvenor.com
- Employees:
- 666
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Credit Research Associate - Absolute Return StrategiesGcm GrosvenorNew York, Ny, Us -
Portfolio AnalystApogem Capital Dec 2022 - PresentNew York , Ny, Us -
Equity And Portfolio AnalystBloomberg Lp Apr 2022 - Dec 2022New 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. -
Financial AnalystBloomberg Lp Sep 2021 - Apr 2022New 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. -
Software Equity Research AnalystBlue Hen Investment Club Sep 2018 - May 2021Newark, 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. -
Trading InternIur Capital Llc Sep 2019 - Dec 2019London, 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. -
InternMoney Concepts Jun 2016 - Aug 2016Palm 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.
Jonathan Campanelli Skills
Jonathan Campanelli Education Details
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University Of DelawareGlobal Enterprise Management -
North Rockland High School
Frequently Asked Questions about Jonathan Campanelli
What company does Jonathan Campanelli work for?
Jonathan Campanelli works for Gcm Grosvenor
What is Jonathan Campanelli's role at the current company?
Jonathan Campanelli's current role is Credit Research Associate - Absolute Return Strategies.
What is Jonathan Campanelli's email address?
Jonathan Campanelli's email address is jc****@****erg.net
What is Jonathan Campanelli's direct phone number?
Jonathan Campanelli's direct phone number is +184560*****
What schools did Jonathan Campanelli attend?
Jonathan Campanelli attended University Of Delaware, North Rockland High School.
What skills is Jonathan Campanelli known for?
Jonathan Campanelli has skills like C++, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office.
Who are Jonathan Campanelli's colleagues?
Jonathan Campanelli's colleagues are Carly Rubin, Kristen Distassio, Steven Barrett, Jinsoo Bae, Natalie Rios, Grace Nasenbenny, Eric Schnoor.
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