Jonathan G.

About Jonathan G.

I am an investment operations and valuation professional with extensive experience supporting complex asset classes across fixed income products, and mutual funds. My background spans valuation analysis, and operational leadership within large-scale asset management environments.Currently, I manage investment operations within the Quantitative Research and Investments division. My focus is on process oversight, ensuring accurate valuation, and supporting QRI portfolio managers. I have led and supported teams responsible for NAV production, pricing governance, and valuation methodologies, partnering closely with traders, portfolio managers, risk, and compliance teams.Previously, I served as a Senior Valuation Analyst and Valuation Analyst, specializing in structured products, CMBS, ABS, etc. and other fixed income instruments. I have experience in financial market research, model validation, and applying judgment to illiquid and complex securities. Earlier in my career, I worked as a Senior Pricing Analyst, preparing and reviewing pricing across equities, fixed income, and derivatives while maintaining rigorous accuracy and operational controls.I am known for my analytical rigor, attention to detail, and ability to translate valuation complexity into clear, actionable insights. I thrive in environments that demand precision, accountability, and collaboration, and I take pride in building scalable processes that support investment integrity and operational excellence.Core strengths include: • Investment Operations • Fixed Income Products • Valuation Methodology & NAV Accuracy • Market Research & Analytical Review • Cross-functional Stakeholder Collaboration • Process Improvement & Risk Mitigation

Experience

1. Senior Manager, Investment Operations

   Fidelity Investments

   Dec 2025 — Present

   Quantitative Research & Investments

Education

• Southern New Hampshire University

  Master of Business Administration (M.B.A.), Business Intelligence

  2015 — 2017

• Southern New Hampshire University

  Bachelor's Degree, Business Administration and Management, General

  2011 — 2015

Skills

• Program Management
• Data Mining
• Quantitative Research
• Csr Auditing
• Telephone Skills
• Oracle Database Administration
• Sql
• Cpr Certified
• Social Media
• Qlikview
• Html
• Norkom
• Business Planning
• Access
• Fbsi
• Spreadsheets
• Salesforce.com
• English
• Volunteer Management
• Jquery
• Community Outreach
• Nonprofits
• Microsoft Office
• Sales
• Customer Service
• Outlook
• User Acceptance Testing
• Social Networking
• Data Entry
• Data Analysis
• Process Flow Documentation
• Obiee
• Qualitative Research
• Critical Thinking
• Pmacs
• Coaching
• Sports
• Powerpoint
• Microsoft Excel
• Market Research