Jacob Convicer Email & Phone Number
Managing Consultant @ Aliter Investment Services LLC
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Jacob Convicer Location
- North Andover, MA, US
Jacob Convicer Work
- 2023 -now Managing Consultant @
- 2017 -2023 Senior Consultant @
- 2016 -2017 Freelance Consultant – Data Analytics @
- 2012 -2015 Senior Investment Analyst @
- 2010 -2011 Consultant - Senior Business Analyst @
- 2009 -2010 Mutual Fund Accountant @
- 2006 -2009 Research Assistant @
- 2008 -2008 Intern - Wealth Management Consulting @
- 2007 -2007 Intern - Mutual Fund Administration @
Jacob Convicer Education
- Northwestern University
Bachelor of Arts (BA) (Economics)
2005-2009 - St. John's Prep 2001-2005
Jacob Convicer Skills
- Financial Services
- Portfolio Management
- Financial Analysis
- Research
- Investments
- Mutual Funds
- Microsoft Excel
- Data Analysis
- Fixed Income
- Separately Managed Accounts
- Wealth Management
- Financial Planning
- Income Tax
- Management
- Equities
- Bloomberg
- Bloomberg Terminal
- Morningstar
- Visual Basic
- HTML
- Big Data
- Project Management
- Business Process Improvement
- New Client Acquisitions
- Microsoft Office
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- SEC
- Consulting
- Weapons
- Personal Experience
- Immersion
- Translation
- Foreign Exchange
- Data Conversion
- Loading
- Financial Statements
- Politics
- Short
- Funding
- Statistics
- 529 Plans
- Spanish
- Microeconomics
- Coordinated
- Boston
- Investment Policy
- Accounting
- Bonds
- Calculus
- Tests
- Futures
- Fund Of Funds
- Kellogg
- Fences
- Testing
- Training
- Residence
- Learner
- Surveying
- Altair
- Chicago
- Analysis
- Written
- Handling Money
- Community Service
- Economics
- Corporate Finance
- St. John
- Data Collection
- Communication
- Home
- Madrid
- Fund Accounting
- Labor Economics
- Macro
- Public Finance
- Morningstar Direct
- Saber
- Cleansing
- Spain
- Macroeconomics
- Work Effectively
- Banking
- International
- Efficient
- Intellectually Curious
- Portfolio
- Fund Administration
- Trust
- History
- Tax
- Microsoft Exchange
- Stata
- Asset
- Art History
- Econometrics
- Wells Fargo
- Securities
- Coordinate
Jacob Convicer Summary
- Jacob Convicer, based in North Andover, MA, US, is currently a Managing Consultant at Aliter Investment Services LLC. Jacob Convicer brings experience from previous roles at Aliter Investment Services, GroupM, Goodman Advisory Group, LLC and JP Morgan Chase. Jacob Convicer holds a 2005 - 2009 Bachelor of Arts (BA) in Economics @ Northwestern University. With a robust skill set that includes Financial Services, Portfolio Management, Financial Analysis, Research, Investments and more. Jacob Convicer has 2 emails and 1 mobile phone numbers on RocketReach.
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