Jake Schurmeier
Portfolio Manager, Multi-asset Solutions Team at Harbor Capital
- Role
- Portfolio Manager, Multi-asset Solutions Team at Harbor Capital Advisors, Inc.
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Jake Schurmeier
Portfolio Manager with the Multi-asset Solutions Team at Harbor Capital. Formerly with…
Experience
Portfolio Manager, Multi-asset Solutions Team
Oct 2021 — Present · Chicago, IL, US
Lead FICC portfolio manager for multi-asset portfolios with S6 billion under management. Portfolios include: benchmark-aware and absolute retum porttolios comprised of 40 Act funds, multi-manager small-cap, andcommodity funds; and defined benefit plan OCIO. Tickers: MAPP, ESCWX, and ECSWX, the largest mutual fund launch in 2024.• Responsible for asset allocation utilizing multi-asset risk systems including Barra and Bloomberg. Construct models to support semi-systematic investment process including PCA, SVAR, GMM, and OLS to extract financial market signals across FICC assets. Extensive experience utilizing python and generative Al to build robust,repeatable analysis.• Responsible for firm\'s views on macroeconomic topics including central banks, economic data, and ad-hoc events.• Frequently represent the firm externally including television, client meetings, panels, and the financial press.
Education
UC Santa Barbara
BA, Political Science, emphasis in International Relations
2008 — 2012
UC San Diego
Master's of Pacific International Affairs, International Economics and Management
2013 — 2015
Skills
- Copywriting
- Economic Policy
- Spanish
- Financial Statement Analysis
- Research
- Marketing
- Stata
- Operational Analysis
- Policy Analysis
- Economic Research
- Financial Analysis
- Microsoft Office
- Social Media Marketing
- Economic Development
- Operational Efficiency
- Powerpoint
- Microsoft Excel
- Public Relations
- Social Media
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