Sam Morgenstern Email and Phone Number
Finance professional with 8 years of valuation and analytics experience. Exposure to a diverse range of asset classes and sectors across multiples roles at leading buy and sell side institutions. Strong problem solving skill set with a particular focus on using technological solutions to drive process improvements and results. Top academic results including a first class masters degree in Physics.
-
AssociateDavidson Kempner Capital Management Nov 2020 - PresentNew York, New York, UsValuations: Illiquid Assets -
AssociateJ.P. Morgan Jan 2019 - Nov 2020New York, Ny, Us• Coordinating and submitting the complete final month-on-month earnings analysis incorporating valuation adjustments, funding and credit charges, and final ledger reconciliations for the Credit Exotics, Solutions and Indices businesses. • Personally implemented a large-scale review and successful clear-up of multi-million dollar balance sheet breaks relating to CLN issuance, reconciling numerous platforms within systemic data flow methodologies. Spearheaded an initiative to reduce complexity and streamline the current booking model to prevent similar issues in the future.• Leading the monthly review into allocated and unallocated charges across Credit. Designed a reporting tool to help better understand, analyse and reduce costs to the trading desk. • Redesigned the Managed Trading Desk reporting to produce a more focussed, succinct analysis allowing for a clear and accurate breakdown of client NAV and management fees for the first time. -
Financial AnalystJ.P. Morgan Sep 2016 - Jan 2019New York, Ny, UsEMEA Credit Markets - Finance and Business Management• Responsible for the prompt and accurate production of daily P&L balances alongside detailed risk analysis within the Credit Exotics and Solutions businesses.• Collaborated daily with traders, quants and numerous other key stakeholders throughout the company to ensure the best possible representation and modelling of complex bespoke deals.• Took full ownership of the Structured Note and Long Term Debt reconciliation for Credit, covering multiple monthly and quarterly deliverables including DVA and Non-Sec RWA submissions. Oversaw transition of tasks into the Product Control space allowing greater accuracy through trade level knowledge. • Consistently achieved top year-end review ratings including an E during my first year at the company (reserved for top 5% of performers).
Sam Morgenstern Education Details
-
Durham UniversityPhysics -
The University Of British ColumbiaPhysics -
Latymer Upper SchoolSpanish
Frequently Asked Questions about Sam Morgenstern
What company does Sam Morgenstern work for?
Sam Morgenstern works for Davidson Kempner Capital Management
What is Sam Morgenstern's role at the current company?
Sam Morgenstern's current role is Associate at Davidson Kempner Capital Management.
What schools did Sam Morgenstern attend?
Sam Morgenstern attended Durham University, The University Of British Columbia, Latymer Upper School.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial