Director - Financial Risk Management
CurrentFinancial risk management origination for corporate clients, focused on the Commercial Real Estate vertical
Mar 2023 - Present
AeroLeads people directory · profile
Jonathan Smith Email & Phone Number
Director - Financial Risk Management (Rates, FX)
at
Truist Securities
1 work email found
@stelliam.com
2 phones found area 631 and 212
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Financial Risk Management (Rates, FX)
Location
Atlanta, Georgia, United States
Company size
Who is Jonathan Smith? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Smith is listed as Director - Financial Risk Management (Rates, FX) at Truist Securities, a 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.
Company email context
Email format at Truist Securities
This section adds company-level context without repeating Jonathan Smith's masked contact details.
{first_initial}{last}@stelliam.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Smith. Compare company email patterns before reaching out.
Profile bio
About Jonathan Smith
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.
Current workplace
Jonathan Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Truist Securities
5 roles · 20 years
Jonathan Smith work experience
A career timeline built from the work history available for this profile.
Director - Strategy And Business Enablement
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 Markets Origination, Sales/Trading/Research, Asset Finance, Credit Delivery/Porfolio Management)
Jan 2020 - May 2023
Partner - Generalist Portfolio Analyst/Head Of Trading
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 (Hospitals/Facilities, Managed Care, Pharma, Specialty Pharma) and Energy (E&P, Oilfield Services, Drilling).Chaired firm’s Risk Committee, tasked with evaluating position sizing and composition (across capital structure) relative to portfolio risk limits. Partnered with business development/investor relations team, counsel, and CIO to structure marketing documents and fund term sheets for several vehicles launched since 2015. Participated in investor diligence meetings/calls prior to fund launch and throughout the life of the investments.
Jun 2014 - Aug 2019
Equity Volatility Sales-Trading
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 2013.Client Strategy & Portfolio Management: Partnered with counterparties to undertake an analysis of their portfolio and recommend transactions for efficient risk management of current positions while identifying opportunities for further alpha generation using both single-stock and index derivatives. Clients included fundamental equity long/short investors, long-only funds, and volatility arbitrageurs.
Sep 2008 - Apr 2014
2007 - Sep 2008
Team & coworkers
Colleagues at Truist Securities
Other employees you can reach at truistsecurities.com. View company contacts for 778 employees →
AW
Alec Wells
Colleague at Truist SecuritiesAtlanta, Georgia, United States
View →
SM
Samantha Mitze
Colleague at Truist SecuritiesNew York City Metropolitan Area, United States
View →
JC
Jared Cohen
Colleague at Truist SecuritiesNew York City Metropolitan Area, United States
View →
EL
Emma Lewis
Colleague at Truist SecuritiesDallas, Texas, United States
View →
MS
Mary Stroth Hodge
Colleague at Truist SecuritiesNew York, United States
View →
RB
Ryan Beard
Colleague at Truist SecuritiesAtlanta, Georgia, United States
View →
CC
Chris Cory
Colleague at Truist SecuritiesNew York, United States
View →
MR
Michelle Rowe
Colleague at Truist SecuritiesNew York, United States
View →
SG
Steve Gruenig
Colleague at Truist SecuritiesAtlanta, Georgia, United States
View →
KA
Kate Alexander
Colleague at Truist SecuritiesAtlanta, Georgia, United States
View →
Alec Wells
Colleague at Truist SecuritiesAtlanta, Georgia, United States
View →
SM
Samantha Mitze
Colleague at Truist SecuritiesNew York City Metropolitan Area, United States
View →
JC
Jared Cohen
Colleague at Truist SecuritiesNew York City Metropolitan Area, United States
View →
EL
Emma Lewis
Colleague at Truist SecuritiesDallas, Texas, United States
View →
MS
Mary Stroth Hodge
Colleague at Truist SecuritiesNew York, United States
View →
RB
Ryan Beard
Colleague at Truist SecuritiesAtlanta, Georgia, United States
View →
CC
Chris Cory
Colleague at Truist SecuritiesNew York, United States
View →
MR
Michelle Rowe
Colleague at Truist SecuritiesNew York, United States
View →
SG
Steve Gruenig
Colleague at Truist SecuritiesAtlanta, Georgia, United States
View →
KA
Kate Alexander
Colleague at Truist SecuritiesAtlanta, Georgia, United States
View →
4 education records
Jonathan Smith education
Master Of Business Administration (M.B.A.), Finance
Columbia Business School
Ba, Economics, Government
Dartmouth College
International Relations
Education record
FAQ
Frequently asked questions about Jonathan Smith
Quick answers generated from the profile data available on this page.
What company does Jonathan Smith work for?
Jonathan Smith works for Truist Securities.
What is Jonathan Smith's role at Truist Securities?
Jonathan Smith is listed as Director - Financial Risk Management (Rates, FX) at Truist Securities.
What is Jonathan Smith's email address?
AeroLeads has found 1 work email signal at @stelliam.com for Jonathan Smith at Truist Securities.
What is Jonathan Smith's phone number?
AeroLeads has found 2 phone signal(s) with area code 631, 212 for Jonathan Smith at Truist Securities.
Where is Jonathan Smith based?
Jonathan Smith is based in Atlanta, Georgia, United States while working with Truist Securities.
What companies has Jonathan Smith worked for?
Jonathan Smith has worked for Truist Securities, Stelliam Investment Management, Barclays Investment Bank, and Lehman Brothers.
Who are Jonathan Smith's colleagues at Truist Securities?
Jonathan Smith's colleagues at Truist Securities include Alec Wells, Samantha Mitze, Jared Cohen, Emma Lewis, and Mary Stroth Hodge.
How can I contact Jonathan Smith?
You can use AeroLeads to view verified contact signals for Jonathan Smith at Truist Securities, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Smith attend?
Jonathan Smith holds Master Of Business Administration (M.B.A.), Finance from Columbia Business School.
What skills is Jonathan Smith known for?
Jonathan Smith is listed with skills including Investment Banking, Fixed Income, Bloomberg, Capital Markets, Equities, Hedge Funds, Derivatives, and Private Equity.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jonathan Smith you were looking for.
Jonathan Smith
7 email domains
Jonathan Smith
4 email domains
Jonathan Smith
4 email domains
Jonathan Smith
3 email domains