Jonathan Wachter Email & Phone Number

New York, Ny, Us

Stamford, Connecticut, Us

South Orange, Nj, Us

Nia Therapeutics is developing precision brain stimulation therapies to treat memory loss due to brain injury and degenerative disease

New York, Ny, Us

Miami, Florida, Us

Miami, Florida, Us

Led the operations and strategy team of Citadel Post-Trade Engineering (PTE), a team of developers responsible for firm-wide finance and operations platforms. Drove all human resources processes for PTE, including recruiting, coaching, and evaluations. Structured and managed PTE’s portfolio of major projects. Collaborated with stakeholders to prioritize projects to maximize business impact. Oversaw project requirements, design, and execution efforts. Identified and built systems to streamline non-strategic tasks. Authored CEO-level strategy documents

New York, Ny, Us

Led the nine-person team set up to drive JPMorgan’s firm-wide balance sheet strategy. Managed the firm-wide Asset and Liability Committee (ALCO), Asset Strategy Group, and Deposit Strategy Group▪︎ Designed and managed ALCO’s primary decision-making tool: a framework used to prioritize the full set of actions JPM could take quarter-by-quarter across hundreds of products▪︎ Structured ALCO agenda to direct JPM’s largest balance sheet decisions, working with JPM’s Treasurer and Chief Investment Officer, CFO, CRO and business unit CEOs. ▪︎ Valued a significant international expansion of certain core businesses for JPM’s CEO

New York, Ny, Us

Led the six-person analytics and strategy team serving the Treasurer & CIO and the Head of Corporate Strategy. Example projects:▪︎ Valued a series of material inorganic growth opportunities for JPM’s retail bank; presented findings to the CEO▪︎ Helped conceive and launch the firm-wide Asset Strategy Group and Deposit Strategy Groups. Built core analytics and designed core reporting packages

New York, Ny, Us

▪︎ Analyzed opportunities to use JPM’s balance sheet more efficiently, leading to $200B of balance sheet actions▪︎ Worked with the COO to modernize JPM’s funds transfer pricing, a key component of business unit profitability▪︎ Led the preparation of all Treasury and Chief Investment Office business review materials presented to the CEO

New York, Ny, Us

Worked on an eight-person analytics and strategy team directly serving the CFO and supporting the firm-wide finance organization. Example projects:▪︎ Directly assisted JPM’s CFO in responding to JPM’s $6B “London Whale” synthetic credit losses▪︎ Built a toolset to value large JPM investments consistently. Toolset was used in several CEO-approved transactions

New York, Ny, Us

▪︎ Constructed a comprehensive, firm-wide financial crisis recovery plan for JPM. Laid the groundwork for annual plan revisions▪︎ Overhauled JPM’s wholesale client profitability management tool, working with a cross-functional finance and technology team

Us

Led teams of consultants and client employees in executing consulting projects in financial services and other industries. Example projects:▪︎ Designed and launched a comprehensive stress test program at a BRIC-region bank▪︎ Developed and managed a post-crisis divestiture and liquidity management strategy for a major global financial services firm

Us

▪︎ Identified opportunities to increase the value of a top-5 prime brokerage operation for a global investment bank▪︎ Sized the benefit of merging two brewers’ distribution networks using spatial optimization strategies

New York, Ny, Us

Evaluated and executed private equity investments. Managed lawyers, accountants, and consultants conducting due diligence▪︎ Transactions: TRW Automotive ($4.7B enterprise value); Celanese Corp., a chemicals manufacturer (€3.1B); New Skies Satellites ($1.0B). ▪︎ Launched a program with the CIO to quantify the risk / return profile of all Blackstone portfolio companies using Monte Carlo methods

Mba

A.B., Applied Mathematics

Education record