Jonathon Fitzgerald, Cfa, Caia Email & Phone Number

Washington, District Of Columbia, Us

Portfolio Manager on the MissionSquare Retirement (“MSQ”) Target Date Funds, Model Portfolio Funds, and Retirement IncomeAdvantage Fund, including design, construction, and oversight.Portfolio Manager on the MSQ EIP (Employer Investment Program) portfolios.Monitor and maintain appropriate allocations to underlying equity, fixed income, and multi-strategy funds in accordance with targets. Implement tactical asset allocation decisions based on current and expected economic and market conditions.Forecast long-term capital market expectations annually, which are key inputs into the strategic asset allocation process of the MSQ multi-asset funds and the firm’s corporate portfolio.Utilize Morningstar Direct to create comprehensive competitor analysis.Size trades, perform pre-trade compliance review, and initiate trade orders using SS&C Eze trading software.Manage cash flows daily from individual participants, large plan sponsors, and the Morningstar Managed Portfolios program.Support equity, fixed income, and multi-strategy teams in manager research efforts of sub-advised mandates.Perform performance attribution analysis using Bloomberg Port, FactSet Portfolio Analysis, and customized Python programming.Write quarterly fund commentaries and market outlooks, which are utilized by Sales, Client Service, Consultant Relations, Product, and Marketing teams.Compose memos to the Board of Directors to seek approval for fund changes.Awarded the President’s Award for Outstanding Achievement in 2020.

Washington, District Of Columbia, Us

Washington, District Of Columbia, Us

Baltimore, Maryland, Us

Developed institutional-level portfolio, performance, and quantitative analysis in the Equity investment division, covering Global Natural Resources, Global Metals & Mining, U.S. Real Estate, and Global Real Estate strategies.Acted as an extension of the portfolio manager with a focus on partnering with distribution business units to help serve external clients.Articulated investment processes, current positioning, security-level detail, and competitive advantages in meetings with institutional clients, prospects, and consultants.Served as a subject matter expert across the entire firm to support internal clients, such as sales, client service, and consultant relations.Continually enhanced knowledge of commodity markets and commercial real estate markets.Kept up-to-date on industry developments by regularly attending research conferences and reading proprietary and sell-side research.Used FactSet, Lipper Analytics (LANA), Wilshire Atlas, Morningstar Direct, Haver Analytics, and Zephyr Style Advisor to perform various types of analyses.

Baltimore, Maryland, Us

Supported the Senior Equity Portfolio Analyst in the development of institutional-level portfolio, performance, and quantitative analysis, covering Global Natural Resources, U.S. Real Estate, Global Real Estate, Small-Cap Core, Small-Cap Value, and Mid-Cap Value strategies. Determined performance impact of stock selection and sector/industry weightings using Wilshire Atlas as the primary diagnostic tool for portfolio attribution analysis. Collaborated with the institutional writing team to develop investment commentary for external communications.Deepened knowledge of investment strategies and underlying security holdings through the study of proprietary equity research and sell side reports.Attended client meetings to discuss the firm, investment team, research process, portfolio construction, and performance.

Mba, Finance

Ba, Business Management

Study Abroad