Jason Samansky, Cfa Email & Phone Number

New York City Metropolitan Area

• Trusted advisor and investment consultant for institutional corporate and government Defined Benefit and Defined Contribution plan sponsors, high net worth, and home offices, and religious entities. Conduct market.
• Investment Consulting – led client discussions, research, and investments on asset allocation, investment structure, benchmarking, manager searches, risk budgeting, factor-based analysis, ESG, and investment policy.
• ESG Initiatives – led research and engagement with ESG/UNPRI principles and religious based investment screening
• Speaking Engagements – key presenter for industry conferences for Endowment/Foundations, Defined Benefit, and Defined Contribution plans

• Trusted advisor and lead investment consultant for institutional investors including OCIO clients
• Lead client discussions and analysis with asset allocation, investment structure, benchmarking, manager searches, risk budgeting, and investment policy statements
• Thought leader on alternative and traditional asset manager research along with ESG
• Assist with business development process
• Hiring manager with full managerial responsibilities
• Mentor team members

• Oversaw performance measurement and attribution division following GIPS rules
• Created attribution models (factor, Brinson, etc) and reports
• Created custom performance reports
• Created custom investment risk models and reports
• Worked on factor and ESG attributes into performance and risk reporting
• Hiring and reporting managers for 8 to 14 team members

Santa Monica, California, United States

• Created and worked on asset allocation & investment structure reports and models
• Created manager search books for traditional and alternative asset classes
• Assisted with thought leadership and white papers
• Was the first point of contact for clients’ questions

• Responsible for overseeing four mutual fund analysts daily and monthly projects, and with assisting portfolio managers with fixed income duration, yield, and spread targets.
• Helped with equity studies to break down net income and cash flow statements to compare and contrast different companies.
• Helped with the launching of new mutual fund classes to existing funds, and with closing and opening of funds. Worked with legal, and audit firms to fulfill SEC requests as well as internal requests from marketing.
• Worked with Performance Department to help answer portfolio managers and auditors questions regarding performance of MFS funds versus benchmarks.

Bachelor Of Science (B.S.), Fianance, Dean'S List

Bachelor Of Science (B.S.), Finance, Mathematics, & Economics