Jonathan Phenix Email & Phone Number

Tokyo, Jp

Washington, District Of Columbia, United States

+ Researched the effectiveness of structured loan financing strategies and credit enhancement products in unlocking private capital for modern infrastructure projects ranging from disaster resiliency hubs to solar retrofits for municipal buildings+ Created financial models to evaluate the expected enterprise value and forecast revenue streams for 2 plausible business growth strategies

Sacramento, California, United States

+ Integrated into 3 sub-teams (fund accounting, data analysis and client service) to oversee asset reconciliation across 5 event-driven and macro strategy hedge funds and lead 6 offshore members on 6 investment vehicle oversight and fund accounting tasks+ Analyzed merger and acquisition events in Bloomberg Terminal and the Aladdin Database application to retrieve event-driven fund research data in order to perform complex calculations for spinoff dividend income divestitures+ Utilized Knime Analytics Platform to apply machine learning workflows (supervised variable dataset distributions and relationship nodes) to .csv datasets and automate the compilation of Dodd Frank quarterly reports and Asset Level bps projections for swaps, futures and cash flow derivative assets+ Approved performance reports for 12 hedge funds by comparing gain and loss data to benchmarks and interpreting module results to assure the validity of all internal accrual postings and capital activity transfers

Sacramento, California Area

+ Reconciled 100s of monthly accounting breaks daily across 4 different fund structures solutioning complex break types such as short-term bank loan maturity trades and dividend income tax withholding rate adjustments + Created daily performance reports for 12 hedge funds to calculate time-series returns and flag key transactions for client and broker escalation by scraping distributed ledger data for all accounting postings and capital activity transfers+ Facilitated company-wide developer access to Knime Analytics Platform working alongside the information technology team to test the program's machine learning capabilities and organizational scalability

Irvine, California

PROJECT: A Bank in A Hurry, Asian Infrastructure Investment Bank’s Development Dilemma + Received an academic grant to investigate the new global development bank's $7.68 billion portfolio of 40 projects in an effort to address the region's $26 trillion development deficit+ Compiled investment & policy data from over 160 pages of AIIB & OECD source files to create a statistical model-friendly dataset in Excel+ Utilized R Studio to develop a linear regression model to assess the acceleration of the 73.23% rise in annual project spending based on statistical multivariate regressions with visualizations+ Established a hypothesis for future ANOVA testing in R from a comparative analysis amongst the AIIB’s Environmental & Social Framework as well as the policy of AIIB’s co-financiers

Orange County, California Area

PROJECT: North Atlantic Treaty Organization's Institutional Memory + Collaborated with 14 peers to execute a project between Vanderbilt & UC Irvine investigating historical data in order to identify trends & forecast future operations of NATO + Conducted qualitative content analysis successfully coding 105 declassified documents into a database in order to meet every weekly coding targets

Sacramento, California

+ Completed 300 weekly communications via Outlook & phone line resolving state government-related economic policy inquiries as Governor Brown’s liaison to other government officials, businesses & constituents + Sorted expenditure data from California’s $21.5 billion discretionary budget in Excel to evaluate changes in Affordable Housing allocation against a 5-year dataset+ Completed special-purpose research projects such as the Affordable Housing Program Legislative Analysis (Costa Hawkins Act/AB73) & the High-Speed Rail Development Review

Master'S Degree, Economic Policy, Finance And Development (Epfd)

Activities and Societies: Sustainable Finance Research under Professor Yarime Masaru, Graduate School Student Government+ Participated.

Bachelor’S Degree, International Relations And Political Science

Activities and Societies: Japanese Language, Student Government & Tennis Club+ Centered studies around Statistical Analysis & East Asian.

Japanese Language And Global Engagement

Activities and Societies: Klexon International & University of California Abroad Ambassador+ Completed 16-week language & culture program.

Magna Cum Laude

Activities and Societies: Tennis Team Captain