Jonathan Mimmo, M.S.

Experience

• 

  Rockland Country Club

  Apr 2016 - Jun 2022

  Bag Room Employee

  Work to the needs of the members of the country club. Maintain appearance of bag room, and interact daily with members, guests, and staff. Resolve problems and address any concerns at the clubCollaborate with employees and superiors to ensure membership satisfactionTrain new employees on how the job is conducted on a day to day basis

• 

  Economics & Finance Society Investment Group

  Sept 2020 - May 2022

  Analyst

  Focus on innovative investment strategies that include equities, fixed income, commodities, and derivatives. Research unique investment opportunities for the division to capitalize on future investments. Collaborate with team to create pitches for presentation

• 

  St. John's University Applied Finance Institute

  Sept 2021 - Dec 2023

  Student Fellow

  Participate in experiential activities that distinguish and enhances academic achievements. Attend workshops and guest lectures based on different financial aspects from the best professors in the country

• 

  Student Managed Investment Fund (SJU)

  Sept 2021 - Dec 2021

  Analyst

  Applied to the program and was selected out of a select group of applicants. Analyzed the Fund’s current portfolio as well as current market conditions. Analyze a stock using: a user-created index, relative and intrinsic valuation, as well as creating an equity report. Navigated through Bloomberg Market Terminals and FactSet to find financial data for analysis and valuation.

• 

  Mirador, Inc.

  Jun 2022 - May 2024

  Mirador was acquired by iCapital.

  • Senior Financial Reporting Analyst

    Dec 2023 - May 2024

  • Financial Reporting Analyst

    Aug 2022 - Dec 2023

  • Financial Analyst Intern

    Jun 2022 - Aug 2022
• 

  ICapital

  May 2024 - now

  Analyst, Sr. Client Delivery Advocate

  Mirador is now part of iCapital.