Jacob Levy is a high-skilled professional, that works in Pimco main office of which is in 618. as a Associate, Institutional Client Management since 2016. This expert gained professional experience in more than five positions at different companies. Jacob Levy went to the Drew University and got education from 2012 to 2014. New York, New York is the city, where this expert was lastly known to be situated. Jacob's phone number and email can be easily accessed through this website on demand.
Name variants:
Jakob Levy,
Jaycob Levy,
Jake Levy,
Jay Levy,
Jakl Levy
Last updated May 23, 2024
Contact Information
Workplace
Associate, Institutional Client Management
Newport Beach, CA
Industry
Investment Management, Open-End Management Investment, Financial Advisor, Investment Advice
Colleagues
Work History
Associate, Institutional Client Management
650 Newport Center Dr, Newport Beach, CA 92660
Jul 2016 — Dec 2017
Investment Consulting Analyst
New York, NY
Analyzing clients’ portfolio structure, asset allocation, and investment risk to determine opportunities to improve manager selection and diversification
Lead meetings and calls with inves...
Jun 2014 — Jul 2016
Technology Infrastructure Business Analyst
305 Madison Ave, Morristown, NJ 07960
Hired for, and held, full-time role as Security Administration Analyst while still an undergraduate at Drew University.
Recognized for statistical and analytical skill set and frequently t...
Sep 2013 — May 2014
Investment Banking Summer Analyst
New York, NY
Hired to directly support senior bankers and other members of deal team throughout the real estate financing and refinancing process.
Participated in a wide range of real estate debt trans...
May 2013 — Aug 2013
Education
Jan 1, 2012 — Dec 31, 2014
2010 — 2014
Jan 1, 2005 — Dec 31, 2009
2005 — 2009
Occupations
Supporting Member
Analyst
Executive
Manager
Managers
Artist
Model
Team Member
Analysts
Operations Manager
Skills
Economics
Financial Modeling
Microsoft Excel
Microsoft Office
Research
Data Analysis
Powerpoint
Microsoft Word
Valuation
Leadership
Finance
Management
Financial Analysis
Teamwork
Spanish
Client Relations
Investments
Fixed Income
Financial Modeling and Analysis
Transactional Support
Strategic Planning
Due Diligence
Presentations
Auditing and Compliance
Real Estate
Consulting
Depreciation
FAQs about Jacob Levy
What is the main profession of Jacob Levy?
Jacob Levy is a Associate, Institutional Client Management.
What jobs is Jacob Levy a professional at?
Jacob is proficient at such jobs as Supporting Member.
Where does Jacob Levy live?
The professional lives in New York, New York.
Does Jacob Levy have the email address?
ja**@mercer.com is Jacob Levy's email address.
Where did Jacob Levy work?
Jacob Levy worked at Pimco, Mercer - Investments.
Where has Jacob Levy studied?
Jacob studied at the Drew University from 2012 to 2014.
What languages does Jacob Levy speak?
Jacob Levy speaks English, Spanish, and Catalan.
Are there any special industries Jacob Levy is connected to?
Jacob works in Management Consulting industry.