JA

Jake Armiento

Portfolio Analyst at Security Benefit

Jake Armiento's work experience includes the following:

1. Portfolio Analyst at Security Benefit (2022 - present): Working with the Credit Team on performance attribution analyses, fixed income analytics, and month-end pricing evaluations. Assisting with the booking of trades and execution. Reviewing security analytics and assessing the impact of changes on portfolios to aid investment decisions.

2. Procurement Analyst at Point72 (2021 - 2022): Interacting with business owners and cross-functional teams to develop and implement strategies for meeting short and long-term business objectives. Tracking the supply market to identify expense reductions and management opportunities. Managing business relationships to optimize financial and operational performance.

3. Investment Analyst at Ameriprise Financial Services, LLC (2019): Role details not provided.

4. Outside Staff at Brae Burn Country Club (2019): Overseeing various aspects of the club's golf course, including the golf shop, driving range, and putting/chipping green. Developing member service skills and ensuring member satisfaction through knowledge of club offerings and events.

Note: Dates for certain roles were not mentioned.

Jake Armiento attended New Rochelle High School from 2013 to 2017, where they obtained their High School Diploma. Following that, they enrolled at Villanova University from 2017 to 2021 and earned a Bachelor's degree in Finance and Analytics. In addition to their formal education, Jake also obtained several certifications. In December 2017, they completed the Bloomberg Marketing Certification from Bloomberg LP. In April 2020, they obtained the Google Analytics certification from Google. In May 2020, they completed the Wall Street Prep program provided by Wall Street Prep. Lastly, in November 2020, Jake completed the Envestnet Institute Wealth Management Program offered by Envestnet, Inc.

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Timeline

  • Portfolio Analyst

    November, 2022 - present