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Jacob M. Location
Los Angeles, CA, US
Jacob M. Work
Co-Founder @ (October 2020 - Present)
Build Executive @ (May 2020 - Present)
Advisor @ (May 2020 - Present)
Portfolio Strategist @ (November 2019 - May 2020)
Investment Associate @ (June 2015 - November 2019)
Founder @ Periscope Analysis (October 2013 - March 2015)
Intern: Visa Labs @ (July 2014 - October 2014)
Intern: Global Solutions @ (June 2014 - September 2014)
Intern: Corporate Marketing @ (June 2013 - September 2013)
Assistant Research Immunologist @ (June 2010 - September 2012)
Research Intern @ (January 2012 - March 2012)
Ostler Fellow @ (June 2009 - August 2009)
Jacob M. Education
University of Chicago
Bachelor’s Degree (Economics)
2012-2016
Urban School of San Francisco
High School Diploma
2007-2011
Jacob M. Skills
Analytical Skills
Analytics
Bloomberg
Bonds
Business Strategy
Capital Markets
Data Analysis
Data Analytics
Datastream
Economic Data Analysis
Economics
Entrepreneurship
Finance
Financial Accounting
Financial Analysis
Financial Markets
Financial Modeling
Financial Projection
Financial Risk
Financial Statements
Fixed Income
Fixed Income Analysis
Haver
Hedge Funds
Investment Portfolios
Investment Research
Investment Strategies
Java
Market Risk
Microsoft Excel
Microsoft PowerPoint
Modern Portfolio Theory
Portfolio Management
Portfolio Optimization
Portfolio Performance Analysis
Programming
Project Management
Python (Programming Language)
Quantitative Analytics
R
Research
Risk Management
Scala
Statistics
Strategy
Time Series Analysis
Valuation
Writing
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Jacob M. Summary
Jacob M., based in Los Angeles, CA, US, is currently a Co-Founder at Opto Investments. Jacob M. brings experience from previous roles at 8VC, EQUIAM and Bridgewater Associates. Jacob M. holds a 2012 - 2016 Bachelor’s Degree in Economics @ University of Chicago. With a robust skill set that includes Analytical Skills, Analytics, Bloomberg, Bonds, Business Strategy and more. Jacob M. has 1 emails and 2 mobile phone numbers on RocketReach.
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