Jonathan Lesh, Cfa work email
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Jonathan Lesh, Cfa personal email
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I am the founder of a next-generation giving platform, dedicated to unlocking the vast, untapped potential of generosity in our society. We aim to create innovative, user-centric solutions that make charitable giving more accessible, engaging, and impactful.I bring a unique blend of skills in product design, full-stack development, and investment management. The first decade of my career was spent in investment management, working at a $30 billion AUM wealth manager, a $1 trillion AUA investment consultant, and later leading the hedge fund seeding business as Head of Manager Research at an alternative investment firm.After initially developing programming skills in an investment-focused context, I decided to broaden my skillset to bring my vision for consumer products to life. Today, I lead my startup with hands-on experience across our tech stack—from DevOps and SQL to Python (FastAPI) and Dart (Flutter)—focused on building scalable, robust, and intuitive products.
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FounderGivmo Aug 2021 - PresentGivmo offers U.S. businesses an automated donation-matching service designed to increase employee engagement and retention, remove administrative burden, and ultimately increase the amount of money that is donated to charities every year. www.givmo.io -
Investment ConsultantSequoia Financial Group 2022 - Dec 2022Akron, Oh, Us -
Principal, Head Of Manager ResearchClocktower Group Sep 2020 - Jul 2021Santa Monica, Ca, Us -
Chief Of StaffClocktower Group May 2019 - Sep 2020Santa Monica, Ca, Us
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Senior AssociateWilshire Associates Dec 2018 - May 2019Santa Monica, Ca, UsAlternative investment research for Wilshire Funds Management and Wilshire Consulting -
AssociateWilshire Associates Aug 2017 - Dec 2018Santa Monica, Ca, UsHedge fund research, evaluation, and selection for Wilshire Consulting.
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Senior AssociateScs Financial Dec 2013 - Aug 2017Boston, Ma, Us- Lead 30+ manager meetings each quarter for existing manager coverage and new manager due diligence- Participated on quarterly client calls to discuss their hedge fund portfolio, providing updates on each manager’s performance and roll in the portfolio- Conduct full due diligence on potential managers and write 30+ page recommendation memos to be presented to Investment Committee for approval- Analyze prospective clients’ portfolios, create custom diagnostic slides, and assist with writing RFP’s- Synthesize performance/exposure analysis, investor letters, and meeting notes into client-ready quarterly reports for 20+ hedge funds - Designed and developed an analytical tool to efficiently generate client-ready analysis (i.e. peer group, performance, exposure z-score, AUM, top drawdowns, correlation, and factor analysis)- Developed firm-wide cash flow model used by the client teams on a daily basis to optimize and stress test portfolios, as well as to size future PE commitments- Developed new company Intranet website, including the development of a live market monitor integrated with Bloomberg -
Fixed IncomeScs Financial Jun 2013 - Dec 2013Boston, Ma, Us- Processing bond trades- Writing recommendation memorandums for fixed income and private equity funds, as well as quarterly and semi-annual manager summaries - Developing a macroeconomic research database using tag-based file management software- Developed new company intranet page- Supporting the investment group with ad-hoc projects and Pertrac work
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Pricing AnalystGmo Jul 2012 - Dec 2012Boston, Massachusetts, Us- Managed the credit default swaps desk, pricing CDS on a daily basis- Met multiple daily pricing deadlines by proactively reaching out to brokers and custodians to quickly and accurately solve pricing discrepancies - Utilized Bloomberg, Thompson Reuters and Super Derivatives to revalue and confirm CDS and futures- Worked with outside custodians to ensure daily delivery and accuracy of spreads- Developed innovative solutions to maximize efficiency while minimizing human error by automating tasks with Excel -
InternRf Lafferty & Co., Inc Jul 2011 - Dec 2011New York, Ny, Us- Managed the promotion of investment materials to clients during a firm-wide investment banking deal- Utilized Google AdWords and search engine optimization to head up marketing for the options department- Worked with the IT Manager on a daily basis to resolve technical problems and assist all employees with troubleshooting their computers and cell phones- Trained all employees and smoothed transition to newly implemented Google Cloud - Developed innovative IT solutions to increase efficiency in the office
Jonathan Lesh, Cfa Skills
Jonathan Lesh, Cfa Education Details
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Northeastern UniversityFinance
Frequently Asked Questions about Jonathan Lesh, Cfa
What company does Jonathan Lesh, Cfa work for?
Jonathan Lesh, Cfa works for Givmo
What is Jonathan Lesh, Cfa's role at the current company?
Jonathan Lesh, Cfa's current role is Founder at Givmo.
What is Jonathan Lesh, Cfa's email address?
Jonathan Lesh, Cfa's email address is jl****@****tal.com
What is Jonathan Lesh, Cfa's direct phone number?
Jonathan Lesh, Cfa's direct phone number is +161720*****
What schools did Jonathan Lesh, Cfa attend?
Jonathan Lesh, Cfa attended Northeastern University.
What skills is Jonathan Lesh, Cfa known for?
Jonathan Lesh, Cfa has skills like Microsoft Excel, Investments, Financial Analysis, Bloomberg, Fixed Income, Powerpoint, Hedge Funds, Pertrac, Equities, Financial Modeling, Credit Derivatives, Management.
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