Jor Jiao

Investment Management

Since 2017, Jor Jiao has been working in Moneylion situated 4, 4. This professional is a well-qualified Treasurer with over nine years of work experience. According to Jor's resume and work profile, the professional has worked at more than six companies with numerous backgrounds and got different skills. Jor Jiao studied at the Columbia Business School from 2012 to 2014. They learned Mandarin and Spanish. They have the following certificates: Series 7. Jor can be found in New York, New York – where this professional currently lives. You can find this professional's actual phone and email with SoftwareOfficial search.
Name variants:
Jor Jiao
Last updated May 27, 2024

Contact Information

Last Update
Jul 10, 2022
Email
jo**@gmail.com, jj**@gsb.columbia.edu
Location
New York, NY
Company

Workplace

MoneyLion
Treasurer

Industry

Financial Services

Work History

Treasurer

30 west 21St St, New York, NY 10010
Built comprehensive Treasury management across major business lines (including broker dealer, lending, banking) Negotiated with Tier 1 banks on market-leading services: execution, payment ...
Apr 2017 — May 2019

Research Analyst

Generated 5.2% return (vs. 4.5% S&P) over 1-year period with low net (Oct. 2015 – Sep. 2016) - Collect data / build proprietary tools to capitalize on short- and medium-term trading oppor...
Oct 2015 — Sep 2016

Research Analyst

Generated 30% return (vs. 0.7% S&P) over 1-year period since inception (Oct. 2014 – Sep. 2015) - Produced variant investment views based, on macro factors, industry trends, and speculativ...
Oct 2014 — Sep 2015

Research Analyst

New York
Conducted research on the Life Science Tools industry to find opportunities in attractive sub-markets - Generated long-term, theme-based investments ideas in enduring businesses across vario...
May 2014 — Sep 2014

Portfolio Associate

1 Glendinning Pl, Westport, CT 06880
Managed global government bond portfolios on behalf of Bridgewater's institutional clients Monitored tracking error of client portfolios ranging in size from $100 million to $1 billion Le...
Sep 2010 — Jan 2012

Investment Associate

Stanford, CA
Pioneered the endowment's use of total return swaps to replicate equity index returns Assisted in the transition of benchmark equity exposure from investment managers to derivatives Led r...
Jun 2007 — Jun 2010

Education

2012 — 2014
2002 — 2006

Occupations

Executive
Treasurer
Sales Specialist
Agent
Sales Agent
Investor
Relationship Manager
Scientist
Research Analyst
Financial Officer
Financial Manager
Sales Representative
Account Service Manager
Customer Service
Research Assistant
Survey Researcher

Skills

Financial Modeling
Portfolio Management
Private Equity
Valuation
Due Diligence
Bloomberg
Equity Research
Derivatives
Corporate Finance
Capital Iq
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