Jonathan Cogan, Cfa, Caia work email
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Jonathan Cogan, Cfa, Caia personal email
Results-oriented financial professional focused on deepening client partnerships; ability to create meaningful dialogue through bespoke portoflio construction engagements and other ancillary investment advisory services
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DirectorBlackrock Jan 2011 - PresentNew York, Ny, Us- Member of FIG’s market intelligence unit, a specialized team dedicated to providing advisory services to clients and prospects- Responsible for creating customized investment solutions and generating content-driven sales through peer risk analysis, strategic asset allocation, tax optimization, and capital efficiency offerings- Innovated Peer Risk Analysis, which analyzes the asset and risk positioning of the US Insurance Industry- Created framework for scalable customization of Peer Risk Analysis, enabling the group to surpass meeting and revenue targets- Presented results of conducted analyses to C-Suite level executives- Contributed to all stages of business development including RFPs, pitch presentations, and funding of new accounts- Prepared market analysis, portfolio positioning and trade activity, performance attribution, and pitch materials for client meetings- Developed advanced spreadsheets with embedded macros to analyze and interpret data, resulting in time savings of over 8 hours per week- Managed internship program; designed new approach collaborating with teams across the organization for intern trainings and projects
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Co-Founder And TreasurerThe Ellie Ruby Foundation Jan 2021 - PresentThe Ellie Ruby Foundation is a non-profit 501(c)(3) dedicated to bringing smiles and support to families battling pediatric cancer. The organization raises awareness and secures funding for pediatric cancer research and provides emotional support and financial assistance to families battling this devastating disease. -
Summer InternBlackrock Inc Jun 2008 - Aug 2009- Worked in Aladdin Portfolio Services Group of a large publicly traded investment management company- Analyzed securities and researched net asset value deviations of multi-billion dollar fixed income funds- Consolidated custodian data and performed fund reconciliations using BlackRock's Aladdin platform- Calculated net asset value basis point differential using BlackRock's A.D.A.M. software- Created Excel spreadsheets containing advanced formulae and developed macros to automate inefficient processes- Mentored intern and provided instruction of BlackRock processes- Created in-depth tutorials for upcoming BGI merger
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Summer InternBlank Rome Llp Jun 2006 - Aug 2007Philadelphia, Pa, Us- Utilized computer software for file management at law firm- Planned and executed projects in a team-oriented environment
Jonathan Cogan, Cfa, Caia Skills
Jonathan Cogan, Cfa, Caia Education Details
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State University Of New York At BinghamtonEconomics & Ppl
Frequently Asked Questions about Jonathan Cogan, Cfa, Caia
What company does Jonathan Cogan, Cfa, Caia work for?
Jonathan Cogan, Cfa, Caia works for Blackrock
What is Jonathan Cogan, Cfa, Caia's role at the current company?
Jonathan Cogan, Cfa, Caia's current role is Director at BlackRock.
What is Jonathan Cogan, Cfa, Caia's email address?
Jonathan Cogan, Cfa, Caia's email address is jo****@****ock.com
What schools did Jonathan Cogan, Cfa, Caia attend?
Jonathan Cogan, Cfa, Caia attended State University Of New York At Binghamton.
What skills is Jonathan Cogan, Cfa, Caia known for?
Jonathan Cogan, Cfa, Caia has skills like Leadership, Microsoft Office, Powerpoint, Investments, Microsoft Excel, Blackrock Aladdin, Public Speaking, Fixed Income, Visual Basic For Applications, Financial Analysis, Microsoft Powerpoint.
Who are Jonathan Cogan, Cfa, Caia's colleagues?
Jonathan Cogan, Cfa, Caia's colleagues are Luke Coulter, Byron Blake, Dream Undefined, Takehiro Hamada, Erica Pinto, Cuber Selrich, Charles Neal.
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