David Jacobs, CFA, CAIA

David Jacobs, CFA, CAIA

Intern

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  • Timeline

  • About me

    Manager, Investments at CommonSpirit Health

  • Education

    • Butler University - Lacy School of Business

      2004 - 2008
      Bachelor's degree Finance, General
    • Butler University

      2004 - 2008
      Bachelor's degree Finance
    • Butler University

      2004 - 2008
      Bachelor's degree Finance, General
  • 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
  • Licenses & Certifications

    • CFA Charterholder

      Aug 2013