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Jacob Dinhofer, CFA

Jacob Dinhofer, CFA

Summer Intern

Followers of Jacob Dinhofer, CFA729 followers
location of Jacob Dinhofer, CFANew York, New York, United States

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  • Timeline

  • About me

    Director at Newmarket Capital

  • Education

    • CFA Institute

      2016 - 2018

      Passed each of the three levels on first attempt at the youngest possible ageScored above the 90th percentile on Level III Exam

    • Plainview-Old Bethpage John F. Kennedy High School

      2009 - 2013

      Activities and Societies: National Honor Society Executive Board, The Hawk-Eye School Newspaper Editor, Science Honor Society, Spanish Honor Society, Wall Street Investors Club, DECA

    • University of Michigan - Stephen M. Ross School of Business

      2014 - 2017
      Bachelor of Business Administration (B.B.A.) Finance

      Activities and Societies: Pi Kappa Phi Fraternity, Michigan Commodities Group, BBA Finance Club

  • Experience

    • BLDG Management Company

      Jun 2014 - Aug 2014
      Summer Intern

      Collaborated with accountant to prepare and analyze tax escalations for approximately700 tenants within NYC portfolio, validating information and identifying issues toimprove accuracy of invoices Fielded tenant calls to provide property information, allowing for tenants to receiveimmediate access to information increasing customer satisfactionAttended weekly meetings with 4 Commercial Property Managers, gaining insight toprocedures relating to leasing, billing, collections, and evictions Show less

    • Morningstar

      May 2016 - Jul 2016
      Asset Management Solutions Consultant

      Created research report on prospective Fidelity fund by utilizing Morningstar's 5 Pillarmethodology and Analyst Rating ScaleAnalyzed investment managers' portfolios to generate custom presentations in MorningstarDirect's Presentation StudioAssisted clients in navigating Morningstar Direct and learning its functionality, allowingthem to achieve optimal use of investment research platform

    • Mariner Investment Group, LLC

      Jul 2017 - Jun 2020
      Associate

    • Newmarket Capital

      Jun 2020 - now

      • Director

        Mar 2024 - now

      • Vice President

        Mar 2023 - Mar 2024

      • Associate

        Jun 2020 - Mar 2023

  • Licenses & Certifications

    • Chartered Financial Analyst Charterholder

      CFA Institute
      Aug 2020

    • Morningstar Direct Certification

      Morningstar
      Jun 2016

    • Bloomberg Essentials Certification

      Bloomberg LP
      Mar 2015

  • Honors & Awards

    • Awarded to Jacob Dinhofer, CFA
      AP Scholar College Board Jun 2013 Granted to students who receive scores of 3 or higher on 3 or more AP Exams
    • Awarded to Jacob Dinhofer, CFA
      Youth of the Year Midway Jewish Center Mar 2012 Awarded to one member each year for involvement and volunteering
    • Awarded to Jacob Dinhofer, CFA
      University Honors University of Michigan

  • Volunteer Experience

    • Volunteer

      Issued by Eisenhower Center
      Eisenhower CenterAssociated with Jacob Dinhofer, CFA

    • Volunteer

      Issued by The Ability Experience
      The Ability ExperienceAssociated with Jacob Dinhofer, CFA