Jared Metzger

Experience

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  William O'Neil + Co., Inc.

  Jan 2003 - Jan 2005

  Research Analyst

  At this Registered Investment Advisor I transformed my educational theory in to real-world understanding. Here, I sharpened my critical thinking skills and solidified my ability to analyze financial statements.-Analyzed financial statements and earnings reports of publicly traded firms to make investment recommendations.-Created company profiles utilizing primary and secondary sources to detail product lines, markets, competitors, revenues, profitability, and industry trends.

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  United Universal Holdings

  Jan 2005 - Jan 2006

  Director of Finance & Head of Family Office

  At this private equity fund I was given opportunities I otherwise would not have had at this stage of my career. In taking this role, I pushed myself outside of my comfort zone and learned a tremendous amount about who I was and what I could be capable of.-Led strategic and analytical review of $4bn international portfolio of companies that resulted in the turnaround of underperforming assets through cost cutting, shedding non-core assets, and focusing on core businesses.-Assisted in sourcing of private equity secondary, direct-, and co-investments across Asia, the Middle East, Europe, and the Americas.-Managed single family office and consistently generated returns of 15%-40%, outperforming relevant benchmarks.-Boosted net operating income 35% at Kazakhstan’s largest chicken supplier by improving production and quality control, making upstream investments in distribution, and optimizing capital utilization.-Raised $20M in equity for Jordan’s 2nd largest wireless telecom operator, representing largest shareholder with full proxy authority to create multiclass stock structure preserving original voting rights.-Advised against nearly finalized $12M investment in overvalued construction materials firm, which subsequently went out of business within 1 year.-Averted $10M in losses by advising against purchase of caviar company, which was soon faced with long-term fishing restrictions within 6 months of due diligence.-Created and managed six member finance and business analysis department, training all team members and building onboarding program for new hires. Show less

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  Bank of America

  Jan 2006 - Jan 2015

  As a discretionary fixed income Portfolio Manager with $67bn AUM, this role allowed me to have a material impact on the bank’s bottom line, shaped my leadership style, and reinforced the importance of helping others set and achieve goals as a leader in a team of fifty.-Developed strategy of securitizing loans and retaining both the Mortgage-Backed Security (MBS) and associated servicing. This resulted in an incremental $35bn in assets as it allowed the bank to account for securities as whole loans, eliminating Other Comprehensive Income (OCI) volatility, maximizing liquidity (HQLA/LCR), and optimizing Basel III capital utilization.-Led transaction management including negotiations with counterparties, pricing, documentation, structuring, and managing stakeholders to deliver under tight timeframes; generating $500m in income from 2014-2015.-Analyzed positions to maximize portfolio returns while optimizing for liquidity, capital, credit, and other risks.-Designed/owned a suite of reports used to provide transparency into portfolio performance and manage market, credit, capital, liquidity, interest rate, operational, and reputational risks.-Served on numerous cross-functional teams, including Mortgage Risk Committee, Product Development Committee, Mortgage Policy Working Group, Asset Pricing Working Group, and Counterparty Relations Working Group. Show less I honed my relationship management skills here by leading a cross-functional team that quickly delivered real solutions to complex problems. I also advanced my interpersonal skills as I was required to effectively communicate with all levels of the company.-Oversaw securitization analytics (RMBS Agency/Non-Agency) including cash flow modeling, loss/prepayment curves, collateral stratification, data management, and collateral tie out with Rating Agencies/Advisors/External Counsel; evaluated over $500bn in deal volume.-Built and implemented proprietary data analysis, reporting, and pricing systems used at the enterprise level.-Evaluated bulk-bid purchases of loan pools up to $4bn, which enabled securitization and arbitrage opportunities maximizing the economics of transactions.-Represented company in front of client base which included institutional investors such as investment banks, insurance companies, pension funds, hedge funds, and other financial institutions. Show less

  • Director, Portfolio Manager - Corporate Investments Group (CIG)

    Jan 2008 - Jan 2015

  • Vice President, Collateral Analytics - Transaction Management Group

    Jan 2006 - Jan 2008
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  Bellecapital

  Jan 2016 - Jan 2018

  Senior Portfolio Manager & Head of Fixed Income, BCI

  Bellcapital is a private Swiss asset management company with $3 billion AUM. At Bellecapital International (BCI is an SEC registered investment advisor), I oversaw US Client portfolios and all activities in the portfolio management value chain, including portfolio construction, trading, fundamental research, monitoring, and risk management.-Provided bespoke investment management services to high net worth (HNW) and ultra high net worth (UNHW) individuals, families, and endowments.-Constructed multi-asset investment portfolios primarily through direct investments into equities and fixed income securities while hedging currency risk.-Generated fixed income trading strategies and identify investment opportunities in investment grade, high yield, EM local/hard currency, and municipal bond classes. 2018 Total Return/Standard Deviation: Strategy vs Benchmark:>US Agg: 1.16/0.83 vs 0.01/2.79 (Bloomberg Barclays US Agg)>US Treasury: 1.16/1.17 vs 0.86/2.99 (Bloomberg Barclays US Treasury)>Municipals: 1.36/0.98 vs 1.04/1.52 (Bloomberg Barclays Municipal New York)-Served on the Asset Allocation and Security Selection committees. Show less

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  Aneuvia

  Jan 2019 - now

  Co-Founder & Chief Investment Officer

  The name Aneuvia (pronounced a-new-via) is derived from a combination of English, German, and Latin words that together mean "a new way."Aneuvia is an investment manager that specializes in publicly traded companies. With a strong focus on Process Thinking, our investment strategy is built upon three key pillars: Factor Analysis, Proprietary Models, and Quality Control. Our comprehensive approach helps us identify attractive investment opportunities and manage risk while achieving long-term performance for our clients. Show less

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  University of Southern California - Marshall School of Business

  Jan 2021 - Jan 2024

  Marshall Volunteer Leadership Council

  The USC Marshall Volunteer Leadership Council (MVLC) is comprised of dedicated volunteer leaders who serve as representative voices and ambassadors of the school within the global Marshall Community. The Council helps guide annual programming and initiatives that advance the school’s strategic vision including business networking and building a strong culture of philanthropy.