Jeremiah Kohler, CFA
Summary
Results-driven capital markets professional with 22 years of buy side and sell side experience. Focus has included valuing and trading corporate credit, convertible bonds and corporate derivatives (call spreads, warrants). Emphasis on equity valuation, credit analysis, portfolio construction, trading and risk management. Experience working with capital markets teams on the pricing and issuance of debt and equity securities (IPOs, Secondaries, ATM Offerings, Convertible Bonds, High Yield and Investment Grade Corporate Bonds). Appreciation for data collection and analysis, leveraging processes to create efficiency and scale, and merging quantitative tools with qualitative analysis. Team-oriented and collaborative. Interest in developing teams and mentoring younger talent.
Overview
23
23
years of professional experience
Work History
Portfolio Manager
Squarepoint Capital
07.2024 - Current
- Portfolio Manager focused on capital structure arbitrage and primary capital markets for equity and credit. $20 billion hedge fund focused on systematic and semi systematic strategies. Developed portfolio management and risk systems, as well as capital markets pricing models. Relationship management responsibilities with banks and broker dealer capital markets groups.
Portfolio Manager
Segantii Capital Management
08.2022 - 07.2024
- Portfolio Manager for a $6bn global multi-strategy fund. Actively trade convertible bonds, equities, options, corporate bonds, credit derivatives and futures. Designed and built bespoke portfolio management, risk and gamma capture systems by leveraging existing infrastructure. Developed tactical fair value models to present to risk and investment committee. Introduced US business to counterparties via 22 year relationship with the sell side. Worked closely with capital markets team focused on debt and equity primary issuance.
Portfolio Manager
CQS
04.2021 - 07.2022
- Portfolio Manager for the US sleeve of the US sleeve of the CQS Global Convertible Arbitrage Fund as well as for sleeves in several multi-strategy funds. Actively traded convertible bonds, equities, options, corporate bonds, credit derivatives and futures. Responsible for capital markets activity as well as trading for the arbitrage and long only global convertible funds across the firm.
Managing Director
AQR Capital Management
12.2013 - 04.2021
- Responsible for global trading of corporate credit (cash and derivatives), rates, fx, volatility and event driven strategies (convertible and merger arbitrage)
- Spearhead capital markets initiatives, over-the-wall dialogues, debt/equity exchanges and reverse inquiries for convertible bond portfolios.
- Oversee a team of eight focused on implementing investment strategies, measuring and minimizing implementation costs, managing relationships, communicating changes in market liquidity, and educating internal stakeholders on market structure
- Partner with engineering and business management to prioritize and deliver on projects designed to provide scale, agility, and market structure intelligence to our investment and trading processes
- Frequently engage with Business Development to communicate with and educate clients in maters related to investment strategy, market structure, and risk management
- Member of AQR's Global Trading Management Team, Counterparty and Best Execution Committee, as well as corporate arbitrage and capital markets team.
Convertible Bond Trader
Natwest Markets
06.2009 - 11.2013
Convertible Bond Trader
Bank Of America Merrill Lynch
04.2006 - 05.2009
Convertible Arbitrage Trader/PM
BNP Paribas/CooperNeff Group
05.2002 - 03.2006
Education
MBA - Finance And Accounting Concentrations
New York University, The Stern School of Business
New York, NY2013
BBA - Finance & Economics (4.0 Major GPA, Graduated Summa Cum Laude)
James Madison University
Harrisonburg, VA2002
Affiliations
- Member, CFA Institute (NYC and Baltimore Chapter Member)
- Member, Chartered Alternative Investment Analyst Association (CAIA)
- Member, Airplane Owners and Pilots Association (AOPA), 2008 to Current
Timeline
Portfolio Manager
Squarepoint Capital
07.2024 - Current
Portfolio Manager
Segantii Capital Management
08.2022 - 07.2024
Portfolio Manager
CQS
04.2021 - 07.2022
Managing Director
AQR Capital Management
12.2013 - 04.2021
Convertible Bond Trader
Natwest Markets
06.2009 - 11.2013
Convertible Bond Trader
Bank Of America Merrill Lynch
04.2006 - 05.2009
Convertible Arbitrage Trader/PM
BNP Paribas/CooperNeff Group
05.2002 - 03.2006
MBA - Finance And Accounting Concentrations
New York University, The Stern School of Business
BBA - Finance & Economics (4.0 Major GPA, Graduated Summa Cum Laude)
James Madison University
Similar Profiles
Francesco VitaleFrancesco Vitale
Trading Competition Participant at Squarepoint CapitalTrading Competition Participant at Squarepoint Capital
ALBERTO NEIRA VÁZQUEZALBERTO NEIRA VÁZQUEZ
Junior Technical Consultant at SquarepointJunior Technical Consultant at Squarepoint
Cassia McTamaneyCassia McTamaney
Intern at Ripple Capital, New York, NY Ripple Capital, InvesIntern at Ripple Capital, New York, NY Ripple Capital, Inves
Nichole MooreNichole Moore
Portfolio Manager at Ameri-Tech Community ManagementPortfolio Manager at Ameri-Tech Community Management
Ashwin YadavAshwin Yadav
Portfolio Manager at KIFS Housing Finance LimitedPortfolio Manager at KIFS Housing Finance Limited