Jacob Fenton
Goldman Sachs Analyst | Founder
- Role
- Analyst at Goldman Sachs
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Analyst
Jul 2024 — Present · Miami, FL, US
Support four-person Private Wealth Management team in asset allocation, portfolio optimization, and client engagement for 45-family portfolio worth multibillion dollars in AUM. • Perform annual due diligence for direct investments and 50+ alternative investment funds across buyout, growth, venture capital, and secondaries to evaluate opportunities for clients, such as Canva, Anthropic, and Stripe. • Align investment strategies with long-term goals by tracking performance and rebalancing portfolios based on risk-return profiles to drive sustainable value creation. • Enhance client retention by leading portfolio reviews for 20+ next generation clients and supporting 100+ annual reviews; build strong relationships to support clients in navigating dynamic wealth management environment. Select Achievements • Advised ultra-high-net-worth client on multimillion-dollar currency hedge strategy following overseas company sale, collaborating with cross-markets team to mitigate risk, evaluate potential strategies, and execute across multiple tranches. • Led prospecting for ~200 founders in Miami, including steering warm and cold outreach efforts, sourcing leads, and engaging in meeting with select prospects. • Conducted diligence on ~20 external investment opportunities, collaborating with alternatives team to provide details on company, sector, and industry; synthesized complex findings into clear insights for non-technical stakeholders.
Education
Claremont McKenna College
Bachelor's degree, Economics
2020 — 2024
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