Jason Schultz

Director - Leveraged Finance at Northwestern Mutual Investment Management Co.

Role
Director - Leveraged Finance at Northwestern Mutual
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jason Schultz

Experienced investor focused on identification and analysis of and investment in…

Experience

  1. Director - Leveraged Finance

    Northwestern Mutual

    Jul 2008 — Present · Milwaukee, WI, US

    Current: Analyze and manage leveraged bond and loan investments in the Technology, Retail and Telecom sectors.Past: Analyzed and managed equity investments in the Healthcare, Technology, Industrial and Electric Power sectors, and leveraged finance investments in the Healthcare, Electric Power and Consumer Products sectors.

Education

  • Portland State University

    Graduate Certificate, Applied Energy Economics and Policy

    2004 — 2005

  • Wisconsin School of Business

    MBA, Applied Security Analysis

    2006 — 2008

  • University of Wisconsin-Madison

    BBA, Accounting, Finance

    1994 — 1998

  • Wisconsin School of Business

    M.Acc., Accounting

    1998 — 1999

Skills

  • Business Intelligence
  • Investment Management
  • Strategy
  • Valuation
  • Program Management
  • Business Process Improvement
  • Bloomberg
  • Strategic Planning
  • Accounting
  • Dcf
  • Financial Services
  • Securities
  • Chartered Financial Analyst
  • Business Strategy
  • Credit Analysis
  • Equity Valuation
  • Financial Modeling
  • Equity Research
  • Management Consulting
  • Investments
  • Leveraged Finance
  • Process Improvement
  • Equities
  • Asset Allocation
  • Risk Management
  • Business Analysis
  • High Yield
  • Due Diligence
  • Leadership
  • Asset Managment
  • Fixed Income Analysis
  • Portfolio Management
  • Financial Analysis
  • Fixed Income

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Jason Schultz — Director - Leveraged Finance at Northwestern Mutual in Milwaukee, WI, US | Unifers