Director - Financial Risk Management
CurrentFinancial risk management origination for corporate clients, focused on the Commercial Real Estate vertical
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@stelliam.com
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2 phones found area 631 and 212
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Jonathan Smith is listed as Director - Financial Risk Management (Rates, FX) at Truist Securities, a company with 778 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at stelliam.com, phone signal with area code 631, 212, and a matched LinkedIn profile for Jonathan Smith.
Jonathan Smith previously worked as Director - Financial Risk Management at Truist Securities and Director - Strategy and Business Enablement at Truist Securities. Jonathan Smith holds Master Of Business Administration (M.B.A.), Finance from Columbia Business School.
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Team leader with 15+ years of experience across hedge fund and global investment banks in roles ranging from principal investing to strategic planning and merger integration. Currently lead Truist Securities’ Financial Risk Management coverage of Commercial Real Estate clients (REITs, PE Sponsors, public and private builders, developers, and investment managers) focused on addressing Rates and Foreign Exchange risk with derivatives and hedge products. Previously led a team in the design and execution of Truist's merger and strategic growth plan in Corporate & Investment Banking. Skilled in delivering innovative solutions driven by fact-based analytics across multiple disciplines - strategy and business development, investment analysis, risk management and relationship management. Known for grace under pressure, leadership of peers and direct reports, and instrumental role in translating management/CIO strategy into actionable goals.
Listed skills include Investment Banking, Fixed Income, Bloomberg, Capital Markets, and 13 others.
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Atlanta, GA
Financial risk management origination for corporate clients, focused on the Commercial Real Estate vertical
Atlanta, GA
Lead a team of 8 (Analyst to VP) in the creation and execution of strategic business plans within the investment banking division of Truist Financial. Contribute to profitability and capital allocation analyses (buy/build, etc.), creation and management of key performance indicators and client planning across 5 divisions (Investment Banking, Capital.
New York, NY
Served as generalist investment analyst covering proprietary research and valuation analysis on positions with summed gross of ~10% of a peak $4B long/short GARP/value-oriented investment portfolio. Positions included exposure across the capital structure (75% equity, 15% derivatives, 10% IG/HY/Cvt debt). Sector focuses included Healthcare.
New York, NY
International Business Marketing: Led effort to expand client base of Barclays equity-derivative and exchange-traded product platform to include internationally-domiciled hedge funds, asset managers, and custodian banks – focus on Middle East and Asia Pacific client base. Generated 50% 4-year revenue CAGR, resulting in ~$10M international client revenue in.
Other employees you can reach at truistsecurities.com. View company contacts for 778 employees →
John Mcdonald
Colleague at Truist Securities
Garden City, New York, United States, United States
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Sarah Nuñez
Colleague at Truist Securities
Tampa, Florida, United States, United States
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Timothy Conway
Colleague at Truist Securities
Nashville, Tennessee, United States, United States
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JP
Jordan Parker
Colleague at Truist Securities
Charlotte Metro, United States
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JP
Janina Poznanski
Colleague at Truist Securities
East Meadow, New York, United States, United States
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Matt Bernstein
Colleague at Truist Securities
New Orleans, Louisiana, United States, United States
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RB
Ryan Bewighouse
Colleague at Truist Securities
Atlanta, Georgia, United States, United States
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Chris Cory
Colleague at Truist Securities
New York, New York, United States, United States
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Meredith Houseworth
Colleague at Truist Securities
Atlanta, Georgia, United States, United States
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Mateo Santiago
Colleague at Truist Securities
Birmingham, Alabama, United States, United States
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Honors: Dean’s List; GPA: 9.57/10.0 Completed program on Saturdays over 24 consecutive months while working full-time.
Honors: summa cum laude, Phi Beta Kappa, Rufus Choate Scholar (Top 5%); GPA: 3.88/4.00
Quick answers generated from the profile data available on this page.
Jonathan Smith works for Truist Securities.
Jonathan Smith is listed as Director - Financial Risk Management (Rates, FX) at Truist Securities.
AeroLeads has found 1 work email signal at @stelliam.com for Jonathan Smith at Truist Securities.
AeroLeads has found 2 phone signal(s) with area code 631, 212 for Jonathan Smith at Truist Securities.
Jonathan Smith is based in Atlanta, Georgia, United States while working with Truist Securities.
Jonathan Smith has worked for Truist Securities, Stelliam Investment Management, Barclays Investment Bank, and Lehman Brothers.
Jonathan Smith's colleagues at Truist Securities include John Mcdonald, Sarah Nuñez, Timothy Conway, Jordan Parker, and Janina Poznanski.
You can use AeroLeads to view verified contact signals for Jonathan Smith at Truist Securities, including work email, phone, and LinkedIn data when available.
Jonathan Smith holds Master Of Business Administration (M.B.A.), Finance from Columbia Business School.
Jonathan Smith is listed with skills including Investment Banking, Fixed Income, Bloomberg, Capital Markets, Equities, Hedge Funds, Derivatives, and Private Equity.
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