Jessica Bush
Investment Advisory Committee @Principal Financial Group
Signup · Get unlimited contacts
WORK HISTORY
Investment Advisory Committee @Principal Financial Group
Advise on a $200 million charitable foundation investment portfolio, offering insights on asset allocation, capital market assumptions, and manager research to optimize long-term returns.• Drive portfolio evolution to align with the Foundation’s risk and return objectives, leading sourcing and execution of inaugural allocations in private equity, debt, and real estate.
EDUCATION
University of Michigan
BBA
ABOUT JESSICA BUSH
An innovative and performance-driven Portfolio Manager/Investment Officer and key team member with 10+ years’ portfolio management experience in real assets, alternative strategies, and multi-sector credit across public and private markets. Experienced managing multi-billion-dollar portfolios and optimizing returns through strategic asset allocation and risk management. • Communication / Relationship Building: Exceptional communication and presentation skills. An influencer with the ability to build robust and mutually beneficial business relationships at all levels. Adept at translating complex investment concepts into audience-appropriate and actionable terminology. • Trusted Partner: Interacting with key stakeholders, providing advisement on portfolio strategy, asset allocation, risk oversight. • Additional Credentials: Chartered Financial Analyst (CFA), member of the CFA Institute and CFA Society of Iowa, Board of Directors, Investment Committee, Community Foundation CORE COMPETENCIES • Portfolio Management • Asset Allocation • Interval Fund Management • Private Assets • Attribution Analysis • Liquid Hedge Fund Strategies • Liquidity Risk Management • Manager Research • Analysis / Trends / Insights • Scenario Analysis • Risk Management / Mitigation • Sustainable Investing • Cross-Functional Collaboration
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.