Paul Jacobs

Meet Paul Jacobs, a proactive financial analyst, operations quantitative analyst, and market analyst. He is a highly analytical and trustworthy financial services professional with expertise in analysis and data systems for institutional high net-worth and hedge fund clients.

Paul's background includes completing a Bachelor of Science in Finance at Indiana University of Pennsylvania. He has held various notable positions, including Quantitative Analyst/Consultant at Apollo DAE Inc., Senior Operations Analyst-Institutional Private Client Account Administration and Reconciliation at SEI, and Business Consultant Intern at Indiana Small Business Development Center. Paul has also served as the Secretary at Theta Chi Fraternity at Indiana University of Pennsylvania.

He possesses a broad range of technical skills, including MS Office, advanced Excel experience, Advent Geneva, Fiserv Frontier, SPSS, Jira, Bloomberg, IDC, and social media.

As a problem solver with a strong understanding of technologies used for trading and the downstream impacts on the middle office, Paul is an effective listener and strong communicator with all levels of the organization. His areas of expertise include trade lifecycle, market data analysis, process improvement, innovative workflow solutions, data science methods, and statistical tools, account administration, performance analysis, and client reporting, operational risk management, policies and procedures, strong interpersonal and communications skills, relationship management, and premier customer service.