Jason F.
Portfolio Management Associate
- Role
- Portfolio Management Analyst at Verus
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jason F.
I contribute to the day-to-day management, analysis, trading, and implementation of over $10 billion in OCIO assets across pensions, family offices, endowments, and foundations. My work involves delivering insights and ensuring effective portfolio strategies in collaboration with our strategic research and investment teams. My professional experience includes back office financial reporting and analysis, day to day management and due diligence of ~$450 million bond portfolio, commercial loan underwriting, portfolio performance reporting, and market research within banking and portfolio management environments.
Experience
Portfolio Management Analyst
Oct 2024 — Present · Seattle, WA, US
Education
Whitworth University
Bachelor of Business Administration - BBA , Finance, General
2017 — 2021
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