Jake Schurmeier

Jake Schurmeier

Development Assistant

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  • Timeline

  • About me

    Portfolio Manager, Multi-asset Solutions Team at Harbor Capital

  • Education

    • University of California, San Diego

      2013 - 2015
      Master's of Pacific International Affairs International Economics and Management

      Activities and Societies: • Robertson Foundation for Government Fellow • Teaching Assistant: Finance and Accounting for Policymakers Winter '15 International Economics Spring '15

    • University of California, Santa Barbara

      2008 - 2012
      BA Political Science, emphasis in International Relations

      Activities and Societies: • Minor in Spanish • Men's Club Soccer team • Dean's Honors • Daily Nexus

  • Experience

    • UCSB

      Feb 2010 - Nov 2011
      Development Assistant

      • Tasked with maintaining the integrity of the prospect database (numbering in excess of 300,000entities) which generated $45 million for UCSB in the 09-10 fiscal year.• Perform research and pool background information of prospective donors for management’s analysis.• Prepare briefings with donor information to prepare development officers in pursuit of potential solicitation.

    • Endeman, Lincoln, Turek & Heater LLP

      Jun 2010 - Aug 2012
      Paralegal Intern

      • Assisted in the management of diverse cases spanning from failure to maintain litigation to eminent domain seizures.• Prepared final case material for Alvarez et al. v. De Anza Land and Leisure Corp; and Ross K. Arakaki, et al. v. Hollydale Uppertier/Operating L.P., et al.• Coordinated and oversaw on-site inspections for clients throughout California.• Participated in mediation sessions between our firm and opposing counsel.• Interacted with both English and Spanish speaking clients on a day-to-day basis.• Performed research, alongside senior partners, to establish relationships between empiricalevidence and the criminal complaints. Show less

    • Built On Logic

      Nov 2011 - May 2012
      Marketing Intern

      • Copy-writing for landing pages• Composed Built On Logic's sales letters• Collaborated on the marketing USP• Collaborated on business taglines and branding• Handled company marketing across social media platforms; Twitter, Wordpress, Facebook.

    • OECD

      Sept 2012 - Mar 2013
      Trainee, Americas Desk

      • Research assistant for “Productive capabilities: An empirical investigation of their determinants”, an OECD working paper on the long run macroeconomic determinants of export capabilities using panel-evidence.• Drafted and edited documents in both Spanish and English for the Development Centre’s Latin American Economic Outlook 2013: SME Policies for Structural Change.• Collaborated with senior colleagues to develop an OECD policy dialogue on Global Value Chains to explore their impact on developing countries’ prospects for product upgrading and insertion within value chains. Show less

    • Guild Mortgage Company

      Apr 2013 - Sept 2013
      Financial Operations Analyst

      • Monitored and implemented new performance indicators to improve the efficiency of the loan production pipeline and the performance of Guild’s retail business.• Analyzed and developed internal financial metrics for audit oversight of Guild’s portfolio hedging strategy. • Produced deliverables for senior management to advise regional and local retail personnel.

    • U.S. Department of the Treasury

      Jun 2014 - Sept 2014
      Intern - International Economist for Europe/Eurasia

      • Monitored and evaluated asset price implications of regional policy actions, specific examples include: US/EU sanctions in Russia; central bank policy rate movements; IMF program guidance; and peripheral bank restructurings.• Researched and informed policymakers regarding countries’ continued macroeconomic performance and policy prescriptions to achieve medium- and long-term targets to form Treasury’s policy stance. • Provided topical research in preparation of executive principals’ meetings with their European counterparts concerning the Scottish Referendum, EIB balance sheet expansion, and ECB easing measures among other topics. Show less

    • Federal Reserve Bank of New York

      Aug 2015 - Oct 2021
      Treasury Markets, Senior Trader/Analyst

      • Lead senior associate responsible for implementing over $1 trillion in Treasury purchases in response to Covid-19. Primary duties include: authoring analysis of the effect of purchases on Treasury market liquidity and briefing senior policymakers; evaluating operational policies to improve efficiency of purchases; and overseeing full lifecycle of trade execution. • Currently, the lead analyst on the Treasury yield curve. Previous analytical responsibilities have included: TIPS and inflation derivatives; interest rate swaps; market microstructure/TRACE; specific issue financing; and securities lending.• Developed and deployed a new analytical pipeline for TRACE data combining OneTick, Alteryx, Hadoop, and Tableau, which resulted in a tenfold reduction in analyst’s time spent querying the data. • Selected to devise and lead training curriculum on data analysis for MOMA staff. Previously served as head of training for new staff members and work coordinator for junior staff. Show less

    • U.S. Department of the Treasury

      Jun 2018 - Jun 2019
      Debt Manager

      • Analyst tasked with formulating Treasury policy for a number of initiatives including: TIPS issuance calendar; TRACE for Treasuries; the 4th Annual Treasury Market Structure Conference; and market microstructure. • Authored policymaker speeches for events like the 2018 Euromoney Global Inflation-linked Conference, FRBNY’s Central Banking Seminar, the 4th Annual Treasury Market Structure Conference and the Barclays Inflation-linked Conference. • Utilized Python and SQL on a weekly basis to perform analysis of TRACE, Futures and other Treasury market data. Show less

    • Harbor Capital Advisors, Inc.

      Oct 2021 - now
      Portfolio Manager, Multi-asset Solutions Team
  • Licenses & Certifications

    • Financial and Valuation Modeling

      Wall Street Prep
      Nov 2013
  • Honors & Awards

    • Awarded to Jake Schurmeier
      Fellow Robertson Family Foundation for Government Sep 2013 Full Master's degree tuition and stipend based on academic achievement and future commitment to work for the Federal Government.