Jack Tanner Borkum Email & Phone Number

Austin, Texas Metropolitan Area

Austin, Texas, United States

Cincinnati, Ohio, United States

• Responsible for the sourcing, initial due diligence, and recommendation of institutional quality investment strategies (both public and private) across real estate, infrastructure, commodities, energy, and climate.
• Lead continuous due diligence on firms and their associated strategies on FEG’s recommended managers list, as well as completed client requests regarding recommended managers. Performed recommended manager on-sites.
• Authored monthly and quarterly research presentations and educational materials for both internal and external use. Educational materials covered real assets, geopolitical events, domestic and foreign policy, and.
• Additional responsibilities: Assisting with new employee onboarding, tech-users research group, Factset implementation user group, volunteer committee member, private capital group member

Cincinnati, Ohio, United States

Research Analyst specializing in the sourcing, initial diligence, analysis, and monitoring of institutional quality Hedge Fund strategies. Additional responsibilities and roles included:- Client outreach and education regarding recommended and pipeline Hedge Fund investment strategies- Statistical performance and risk analysis- Monitoring of 30+ hedge fund.

Cincinnati, Ohio

Similar responsibilities to full-time positions at FEG above but in a limited capacity

Boston, Massachusetts

Interned under a senior vice president of investments in one of the largest global private wealth management offices in the world. Had daily face to face meetings with Senior Managers evaluating the current strengths, weaknesses, and trends of various markets, as well as discussing the impact of fiscal and monetary policy on the economy. Had the.

Del Mar, California

Assisted senior managers with portfolio analysis, documentation, and presentations to current and prospective clients. Assisted in the day to day operations of a private wealth management firm.

Greater San Diego Area

Worked in one of the most awarded restaurants in Southern California, providing excellent customer service to a wide range of clientele as a seasonal job over five summers. Was continuously commended and promoted for attention to detail, positive attitude, and persistent hard work. Developed crucial problem solving, group work, and customer service skills.

San Diego, California

Bachelor'S Degree, Finance, General

Activities and Societies: Miami University Hillel, Zeta Beta Tau, Outdoor Adventure ClubMiami University, established in 1809, is a public.

Bachelor Of Science - Bs, Finance, General

The Farmer School of Business offers one of the world's best undergraduate business educations with small class sizes and faculty who are.

High School Diploma, High School/Secondary Diploma Programs

High Tech High Media Arts is a school serving approximately 400 students in grades 9-12 at HTH Village in San Diego. Founded in the fall.