Jonathan Stephens Email & Phone Number

Sherman, Connecticut, United States

NYC Area

Miami, Florida, United States

Greater New York City Area

• Work with the principal consultant to develop new customer business as a relationship manager, providing key contact and project management for firm’s client base.
• Marketing firm services, utilizing extensive knowledge of the investment, hedge fund, and securities industries. Service offerings include custom solutions in quant modeling, financial engineering, and trading risk.

• Managed US large cap blend equity portfolio (part of workers compensation insurance fund) benchmarked against customized Russell 1000 index.
• Delivering excess return of 0.5% compounded over benchmark since inception in March 2001.
• Serving triple roles: portfolio manager, analyst, and trader for the portfolio.
• Constructing portfolio to achieve desirable balance between security concentration and tracking error, in order to maximize alpha and minimize drawdown.
• Running quantitative optimizer for rebalancing and benchmark tracking.
• Adjusting sector exposure to express personal macro views, selecting single stocks within sector based on fundamental analysis and technical indicators.

Traded for a directional technology hedge fund with derivative focus; in 2000 the fund outperformed NASDAQ 100 by 35%.Researched Information Technology industries and individual companies, identified pockets of secular and cyclical growth, selected companies exhibiting strong growth momentum.Invested in select names through longer term listed options with.

Marketed mortgage backed security products to tier 2 institutional clients, and traded on their behalf. Serviced enquiries and axes from sales colleagues on the desk. Succeeded in building a profitable new product line for the fixed income department of the firm.Cross-sold stocks and emerging market debt to existing clients.

Sold MBS and derivatives to a tier 1 and tier 2 institutional account base. Initialized and maintained relationships with major tier 1 accounts for the firm.

Sold MBS and derivatives to a tier 1 and tier 2 institutional account base. Initialized and maintained relationships with major tier 1 accounts for the firm.