Henry Householter
New York,NY
Summary
Investment Analyst with a track record of academic excellence and a proven aptitude for quantitative analysis. Adept at implementing financial models by leveraging knowledge in Python and common machine learning libraries. Well-versed in modern financial theory and developing models to study the effects of macroeconomic variable on financial markets. Strong communication and organizational skills developed through experience in collaborative professional environments and client-facing service at a financial institution.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Analyst
J.P. Morgan Outsourced Chief Investment Office
New York , NY
2023.07 - Current
- Advise and manage on over $18B multi-asset portfolio
- Completed xx RFPs and Finals presentation, resulting in earning over $xxB
- Produce attribution models to track client performance across sectors, geographies, and cap sizes
Summer Analyst
J.P. Morgan Outsourced Chief Investment Office
New York , NY
2022.06 - 2022.08
- Analyze current strategic asset allocations of J.P Morgan Private Bank institutional clients (i.e., endowments, foundations) to assess success of short- and long-term objectives
- Develop customized slide decks alongside senior investors to propose changes to client portfolios while considering existing mandates, liquidity needs, and evolving market dynamics
- Prospect potentials clients by pulling Guidestar data and performing analysis in Excel to determine attractive prospects given specific client attributes.
Intern
U.S. Department of State
Virtual
2021.05 - 2021.08
Bureau of International Narcotics and Law Enforcement (INL)
- Oversaw the virtual implementation of the Universal (drug) Treatment Programme, providing technical and content-related feedback to improve user experience and outcomes
- Collaborated with INL personnel in the Tripoli embassy to develop an interactive cloud-based map of Libyan drug trafficking routes, illicit supply chains, and prominent actors.
Education
Master of Arts - Economics
Boston University
Boston, MA05.2023
Bachelor of Arts - Economics & Mathematics
Boston University
Boston, MA2023-05
High School Diploma -
Mira Costa High School
Manhattan Beach, CA06.2019
Skills
- Quantitative financial modeling & research
- Proficient in Python: pandas, tensorflow, scikit-learn
- Proficient in Microsoft Office (Excel, PowerPoint)
- Proficient in Bloomberg & FactSet
- Understanding of modern financial theory
- Conversational in Arabic, French
- Disciplined attention to detail
- Effective communicator/public speaker
Certification
- Series 7, 66
References
References available upon request.
Timeline
Analyst
J.P. Morgan Outsourced Chief Investment Office
2023.07 - Current
Summer Analyst
J.P. Morgan Outsourced Chief Investment Office
2022.06 - 2022.08
Intern
U.S. Department of State
2021.05 - 2021.08
Master of Arts - Economics
Boston University
Bachelor of Arts - Economics & Mathematics
Boston University
High School Diploma -
Mira Costa High School
- Series 7, 66
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