Jonathan Samuel Email & Phone Number

New York, NY, US

New York, New York, US

New York, New York, US

New York, New York, US

• Ran calculations on 2 of firm's equity products, resulting in weekly report on firm's liquidity for senior management tracking firm's assets and exposures
• Spoke on derivatives and option contracts weekly, while identifying new ways to control risk by tightening collateral usage and working with other divisions to clearly define client exposure
• Worked on team's transition to SA-CCR reporting, along with preparing monthly/quarterly reports and projections of our positions

• Registered resale business on Amazon dealing specifically in electronics, appliances and tech
• Identify seasonal trends and popular retail items as arbitrage opportunities, while utilizing monitoring tools, and software

New York, NY, US

• Assist sales team with streamlining data, improving workflows, and generating reports to increase product sales
• Utilize Excel and SugarCRM to update data points, along with documenting changes to models
• Created model to automate import of data processing, allowing for future sales leads generation and increased efficiency in both timely reporting and data consistency

New York, New York, US

• Assisted Capital Analysis, Planning and Reporting team with tasks ranging from reporting to attribution analysis and allocation of firm's equity to business divisions
• Engineered two new reporting changes that were accepted by senior management, resulting in streamlined reporting standards and higher accuracy for our attribution reports
• Presented projects, purpose behind changes and resulting efficiencies for Goldman's teams, to senior management of division and teams that would be spearheading any future implementation

Hoboken, New Jersey, US

• Chosen to lead Portfolio Management Team in regards to weekly monitoring and research for $500K+ endowment fund, updating our holdings and positions in the market
• Monitor over 20 companies' conditions, catalysts and comps to make recommendations and update rest of management on buy, hold, sell ratings
• Designed new logo for fund rebrand and also helped navigate fund actions during COVID by exiting a speculative bio-tech position

Hoboken, New Jersey, US

• Inducted into a student managed equity investment fund managing investments (provided from school's endowment) into US stocks
• Work parallel with risk side of the fund to ensure investments and advice is vetted/screened for overall security and to limit position uncertainty
• Recommend investment strategies using price models and metrics, discounted cash flows, and comparable company valuations along with other valuation tools

Bridgewater, NJ, US

• Assisted Portfolio Management and Research teams by analyzing financial reports, modeling data, and optimizing models for a high-level asset management firm.
• Worked on 6 model projects, audited pre-existing financial models by stress testing and updating test cases, while implementing new changes to boost comprehension and implementation of different data sources
• Presented findings and recommendations to Research team in summary presentation at end of internship, along with documentation, notes and road-plans for each individual presentation

New York, NY, US

• Analyzed social data metrics and growth to better optimize marketing and promotion rates.
• Additionally, worked with sales team to improve and assess data management software (SugarCRM) to create initiatives bettering our data services used by Wall Street firms, universities and other institutions.

Delivered products in timely manner, maintaining strong customer relations during high-volume and fast paced operations

Completed testing and repair services on tech to boost resale rate for items. Also helped manage sales and documentation along with shipping/packaging and online listings for a eBay/Amazon warehouse

New York, NY, US

Assisted floor nurses in the transportation and care of elderly residents

Bachelor'S Degree, Business & Technology

High School Diploma, Computer Science