Jacob Roach
- Role
- Investment Analyst at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jacob Roach
Graduated from the University of Texas at Tyler with a BBA in Finance. I enjoy listening…
Experience
Investment Analyst
Sep 2022 — Present
Provide ad hoc investment analysis for prospects, clients and internal stakeholders (eg: transition analysis, portfolio risk decomposition, correlation and overlap) • Generate data sets and materials that support the ongoing oversight and management of Parametric investment strategies • Decide on appropriate parameters within optimization software to construct hypothetical equity index portfolios that fit the unique goals of prospective clients • Uphold department reputation through professionalism, accuracy and responsiveness when responding to requests • Generate and execute ideas designed to improve efficiency and reduce risk
Skills
- Judgment and Decision Making
- New Hire Paperwork
- Competency Based Interviewing
- Speaking
- Shipment Processing
- Critical Thinking
- Monitoring
- Learning Strategies
- Increase Productivity
- Merchandising
- Communication
- Replentishment of Needed Product
- Sales
- Time Management
- Attention to Detail
- Organization Skills
- Social Perceptiveness
- Stockroom Management
- Coordination
- Active Listening
- Negotiating
- Instructing
- Organizational Design
- Safety Standards
- Leadership
- Persuasion
- Collaborative Problem Solving
- Reading Comprehension
- Performance Feedback
- Talent Recognition
- Active Learning
- Talent Management
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