Anthony Jacoby, CFA

Experience

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  Poor Boy Trading

  Aug 2010 - Jan 2013

  Regional buyer/Trader

  • Forecasted prices, schedules, resource allocations, and transportation requirements for over 5,000,000 pounds of commodities while supervising a small team of buyers.• Identified price and supply trends based on regional characteristics and seasonal cycles.• Developed trusted relationships with suppliers and industry insiders, gaining insight on regional price trends to help anticipate future market prices.• Led international expansion project into Australia and New Zealand, reporting financial and logistical analysis back to the New Jersey on a weekly basis.• Regularly conducted status meetings to evaluate progress of team members, address their questions and concerns, and reassign responsibilities as necessary. Show less

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  Brown Brothers Harriman

  May 2013 - Nov 2017

  OTC Derivatives and Securities Analysis

  Senior Derivatives & Securities Analyst * 2015 - PresentSecurities analysis and fund accounting for OppenheimerFunds swaps and municipal bond funds.• Initiated a firm wide business development plan for spreadsheet risk management which solved an ongoing high-level client concern about data integrity.• Repurposed an existing Excel macro to programmatically write VBA code into workbooks, bringing team spreadsheets into line with data integrity policies.• Calculate and confirm swap coupons with institutional brokers using Bloomberg terminal to confirm asset prices and benchmark rates.• Instruct bookings and interest adjustments to accounting for swaps and municipal bonds.• Using Bloomberg, research and reconcile accounting discrepancies for municipal bond coupons.OTC Derivatives Specialist * 2013 – 2015Broker liaison for confirmations and settlements for OppenheimerFunds swap desk.• Using Visual Basic for Applications (VBA), programmed an Excel script to identify potential net asset value (NAV) decreases which would trigger termination events as specified in Oppenheimer’s ISDA agreements.• Confirmed trade details for swaps and currency options, reconciling discrepancies between the client and broker.• Monitored historical NAV trends across retail funds to determine if specific funds were close to violating the terms of the ISDA agreement. Show less

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  Shelton Capital Management

  Nov 2017 - now

  • Quantitative Analyst

    Jul 2023 - now

  • Portfolio Manager

    Jan 2022 - now

  • Trading/Operations Analyst

    Nov 2017 - Jan 2022