Jakob Heggeland

Jakob Heggeland is an Associate Analyst specializing in ETF Portfolio Management and Capital Markets at First Trust since November 2021, contributing to the management of approximately $120 billion in Index and Active ETFs. Responsibilities include daily fund reconciliations, consulting on portfolio construction, preparing analytical reports, automating processes using Excel VBA and Python, and managing trading activities across domestic and international equities. Previously, Jakob served as a Senior Auditor at Dugan & Lopatka CPAs from June 2019 to November 2021, where audit planning, financial statement preparation, process analysis, and client advisory on complex accounting issues were key duties. Jakob holds a Bachelor's Degree in Accounting Systems/Finance from Taylor University, earned in 2019.