David Jacobs, CFA, CAIA

Experience

• 

  OneAmerica

  May 2007 - Jul 2007

  Intern

  Analyzed mutual funds and composed recommendations, which allowed management to have more accurate and current information.Performed stock reviewsTracked performance of the three OneAmerica Funds

• 

  Indiana Public Employees' Retirement Fund

  Sept 2008 - Oct 2010

  Investment Analyst-Fixed Income and Real Assets
• 

  Real Assets

  Oct 2010 - Dec 2012

  Senior Investment Analyst-Fixed Income and Real Assets

  Performed due diligence on $50m co-investment with an opportunistic real estate manager, including property site visits and evaluating pro-forma financialsAssisted Fixed Income Director in strategy for designing new fixed income allocationResponsible for RFP process for new commodities managers, including issuing RFP, evaluating candidates, and making recommendation on selection committee

• 

  Indiana Public Retirement System

  Dec 2012 - Apr 2015

  Senior Investment Analyst-Real Assets
• 

  Indiana University Health

  Apr 2015 - Nov 2017

  Senior Analyst-Investments

  Perform diligence on investment managers across various asset classes.

• 

  CommonSpirit Health

  Dec 2017 - now

  Manager, Investments