Todd Jacobs Email Address

Research and Management

Investment bank with full capital markets capabilities

Analytical investment professional with strong quantitative orientation for investing. Demonstrated expertise in data analysis for impact on idea/strategy generation within an asset management environment, operational risk mitigation, trade work flows, and capacity to drive process. Prior experience leveraging a differentiated active equity research vertical across multi-region Equity Sales Trading/Research Sales, trade execution and support to PM’s, technical research, and operations focused on all major global asset classes, including Equity, FICC, and Futures. Proven ability to work proactively, clearly articulate the process and results with the competence to excel in self-starting front/mid/back office environments.Specialties: -Calculate/maintain portfolio performance ratio/attribution/risk/model metrics for marketing materials -Create internal/external client communications to articulate investment strategy and portfolio performance-Collaborate with Inst Sales Trading / Research Sales / Fundamental Research / Marketing to discuss positioning of Active Equity product/vertical-Driven to produce actionable investment strategies/idea generation-Operational / market risk mitigation and enhancing intraday Front-to-Back office functionality-Equity / FICC / ETF / Futures order execution across a set of mandates in accordance with investment / risk parameters-Post-trade: allocation / escalation / fails / reconciliation / settlement