Jake Price

Junior Portfolio Manager @Texas Treasury Safekeeping Trust Company

Austin, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Junior Portfolio Manager @Texas Treasury Safekeeping Trust Company

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Austin, TX, US

EDUCATION

N/A

Southern Methodist University

Master of Science - MS

N/A

Southern Methodist University

Bachelor of Business Administration (BBA)

N/A

CFA Institute

Passed Level III of the CFA Program - May 2021

SKILLS

Financial ModelingMarket ResearchMicrosoft WordFinancial AnalysisInformation TechnologyLeadershipFinancial ServicesResearchPowerpointMicrosoft ExcelValuationCorporate FinanceMicrosoft PowerpointWindowsAccountingEquitiesCommercial BankingData AnalysisMicrosoft OfficeSalesProject ManagementCompany ValuationPortfolio ManagementInvestmentsProblem SolvingTeamworkBankingMutual FundsFinance

ABOUT JAKE PRICE

Private Credit at Texas Trust

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Jake Price — Junior Portfolio Manager at Texas Treasury Safekeeping Trust Company in Austin, TX, US | Unifers