Partner, Director - Investment Strategy and Development @ (January 2023 - September 2026)
Partner, Director - Portfolio Oversight and Analytics @ (April 2021 - January 2023)
Director - Product Management @ (September 2020 - April 2021)
Product Analyst @ (August 2018 - September 2020)
Corporate Development Intern @ (May 2017 - August 2017)
Jake Schultz Education
University of Illinois Urbana-Champaign
Finance (Business)
2014-2018
Wheaton Warrenville South High School
Grade: 3.89/4.0
2010-2014
Jake Schultz Skills
Portfolio Performance Analysis
Product Development
Sales & Distribution
Presentation Skills
Product Marketing
Investment Strategies
Attention to Detail
Fund Management
Due Diligence
Presentations
Leadership
Public Speaking
PowerPoint
Teamwork
Microsoft Office
Microsoft Excel
Microsoft Word
Coaching
Sports
Time Management
Team Building
Social Media
Facebook
Event Planning
Customer Service
Critical Thinking
Team Leadership
Data Analysis
Operations Management
Morningstar
Analytical Skills
Competitive Analysis
Mutual Funds
Closed-end Funds
Interval Funds
Fund Analysis
Fund Operations
Investment Management
Jake Schultz Summary
Jake Schultz, based in Chicago, IL, US, is currently a Vice President, Private Markets Specialist at Calamos Investments. Jake Schultz brings experience from previous roles at Destra Capital. Jake Schultz holds a 2014 - 2018 Finance in Business @ University of Illinois Urbana-Champaign. With a robust skill set that includes Portfolio Performance Analysis, Product Development, Sales & Distribution, Presentation Skills, Product Marketing and more. Jake Schultz has 2 emails and 1 mobile phone numbers on RocketReach.
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