Jacob Babiuk
Madison,,WI
Summary
Dynamic Portfolio Analyst with 5 years of experience in the financial services sector, specializing in trading and portfolio analytics. Proven ability to deliver insights that drive investment performance and support strategic decision-making. Currently a CFA Level 3 candidate, committed to leveraging strong analytical skills to contribute effectively within a collaborative team environment.
Overview
6
6
years of professional experience
Work History
Portfolio Analyst
Wealth Enhancement Group
Madison, WI
02.2020 - Current
- Managed portfolios through consistent daily trading activities.
- Built and presented investment proposals for clients.
- Participated in evaluating and refining investment selections.
- Educated teams about crucial trading and compliance standards.
- Devised and enforced new policies.
- Assisted senior team members with developing long-term strategic goals for portfolios.
- Utilized financial analysis to prepare plans of action for investment.
- Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
- Evaluated portfolios to minimize risk and meet client objectives.
Investment Advisor Representative
Legacy Advisor Network
05.2019 - 12.2019
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Generated and developed leads, scheduled appointments, and built solid customer relationships.
- Kept current and thorough records to comply with and requirements and maintained data confidentiality at all times.
- Built relationships with external partners including brokers, custodians, attorneys, accountants.
- Educated clients on the basics of investing and managing wealth in a variety of markets.
- Participated in educational seminars or conferences related to investments or finance topics.
Education
Bachelor of Business Administration - Finance, Economics
UW-Whitewater
05.2019
Jönköping International Business School
12.2017
Skills
- Investment Research
- Custodial Trading Operations
- Portfolio analysis
- Investment strategy
- Wealth management
- Asset allocation strategies
- Attention to detail
- Decision-making
References
References available upon request.
Timeline
Portfolio Analyst
Wealth Enhancement Group
02.2020 - Current
Investment Advisor Representative
Legacy Advisor Network
05.2019 - 12.2019
Bachelor of Business Administration - Finance, Economics
UW-Whitewater
Jönköping International Business School
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