Jonah Jones

About Jonah Jones

Knowledgeable & experienced Portfolio Manager and Investment Analyst. Fundamental…

Experience

1. Senior Vice President, Senior Portfolio Manager

   CoreFirst Bank & Trust

   Mar 2022 — Present · Topeka, KS, US

   Head the Investment Group within the Trust Department. Manage our small team of investment professionals to provide highly effective solutions- Manage all of the investment strategies/models used in the Trust Department- Research and analyze a variety of investments (stocks, bonds, ETFs, Mutual Funds, etc.)- Use my strategic mindset to suggest, discuss, and implement improvements to enhance growth, reduce expenses, and generate efficiencies in order for the department to be more effective- Analyze and help improve processes, vendors, and systems in order for the team to be more effective- Build relationships with clients in order to help them meet their dreams, goals, objectives, and needs- Work with Trust Administrators in order to turn prospects into clients- Give investment presentations to various groups.

Education

• Indiana University - Kelley School of Business

  MBA

  2010 — 2012

• Nebraska Wesleyan University

  B.S.

  2002 — 2004

Skills

• Investments
• Asset Allocation
• Banking
• Mutual Funds
• Microsoft Office
• Analysis
• Financial Analysis
• Investment Products
• Equity Valuation
• Financial Modeling
• Investment Strategies
• Investment Advisory
• Research
• Excel
• Equity Research
• Finance
• Securities
• Bloomberg
• Economics
• Analytical Skills
• Investment Management
• Analytical Abilities
• Equities
• Portfolio Management
• Competitive Analysis
• Business Analysis
• Fixed Income