Jack Dwan, CFA

Experience

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  The Surf Lodge, Montauk NY

  May 2016 - Aug 2016

  Deck Busser

  Worked full-time as part of the J1 Visa Programme. Responsibilities included serving food and drink, cleaning, maintenance and security.

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  Davy

  Sept 2016 - Jun 2017

  Multi Asset Fund - Intern

  • Operated as part of the portfolio management of seven multi asset fund of funds with almost one billion euro in assets under management• Created a new set of four smart beta ‘Foundation Funds’ which involved trading with seed money and the production of marketing material• Conducted rebalancing trades to return the seven multi asset fund of funds’ weights to target allocations on a weekly basis• Met with portfolio managers to explore funds with alternative strategies to hold in portfolios• Generated and updated attribution models through Bloomberg and Excel to analyse specific performance differences between the funds and their respective benchmarks• Compared competitor funds and produced performance updates for clients, the investment team and third parties including Morningstar and Financial Express• Developed an advanced understanding of the UBS Portfolio Analysis System which had previously only been used at a basic level by the team and this added significantly to the team’s ability to perform portfolio diagnostics Show less

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  ORIX Aviation

  Sept 2019 - Nov 2021

  Pricing Analyst, Corporate Planning & Investment

  • Responsible for conducting aircraft investment analysis for the purpose of acquisition, sale, lease extension and re-lease which involves forecasting residual values, rentals and the timing and cost of future maintenance events under various maintenance economic life structures• Build cash flow models incorporating an array of different debt structures for both individual aircraft pricing purposes and portfolio valuations, most notably built the Avolon valuation model for ORIX’s management of its 30% shareholding• Manage fleet aircraft, including through airline bankruptcies and restructurings which involves repossession and restructure scenario analysis and bankruptcy claim calculations• Maintain contact and relationships with airlines, lessors, joint venture partners, JOL investors and other counterparties Show less

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  AV AirFinance

  Nov 2021 - now

  • Vice President

    Nov 2022 - now

  • Analyst

    Nov 2021 - Nov 2022