Jonathan Kert

• Used Microsoft Excel daily for professional business correspondence, spreadsheet tracking and presentation.
• Managed office supply inventory.
• Greeted customers, delivery persons, and official representatives in a professional manner.
• Handled confidential information with discretion and professionalism.
• Coordinated travel arrangements for staff members as needed.

Fixed Income Portfolio Management

• Analysed constantly updating macroeconomic news and its implications on financial instruments.
• Applied insight into how the macro-environment affects the trading dynamics of various sovereign indices (SPX, UKX, HSI, etc), bonds and commodities.
• Evaluated price movements, volume trends, interest rates, and foreign exchange rates to make informed and profitable trading decisions.

Bankruptcy and Corporate Restructuring

• Fictitious scenario concerning a business that is facing bankruptcy and in the process of out-of court debt restructuring.
• Tasked with the role to negotiate with various liens and equity holders of the company to settle its outstanding obligations.
• Negotiations took place over 3 hours, improving my understanding of how the business and its key stakeholders operate in times of financial stress and uncertainty.

• 2 hour virtual simulation that involved trading various stocks and commodities in response to fictitious news and updates.
• Maintained ESG compliance and profitability in stock selection.
• Experienced both the buy and sell side of the market, as I executed trades from the position of both asset manager and investment bank.
• Weighted based on our ROI, P&L, risk appetite, trade volume, and risk management.
• Placed 2nd overall for P&L in asset management trading.

• Navigated through Bloomberg to calculate currency conversions, Treasury bond prices and yields.
• Calculated interest payments, and interest income on inter-bank loans using SOFR and LIBOR rates.
• Observed Monte Carlo simulations, and verified risk management calculations including VaR and ES.
• Identified mispriced stocks and bonds using Black-Scholes valuation and DCF methods.
• Ensured the bank was operating within capital guidelines by meeting Basel standards, leverage ratios, and high quality liquid asset (HQLA) requirements.

• Developed a proficiency in the use of hand tools, power tools, cleaning, and automated equipment to meet various design specifications.
• Monitored progress of construction activities making sure deadlines were met.
• Communicated with tenants and answered questions in regards to their property construction.