Jonathan Swanberg
Phoenix,AZ
Summary
Results-driven analyst with strong background in financial services, customer service, and sales. Agile with excellent communication and analytical skills and in-depth understanding of finance and economics.
Overview
10
10
years of professional experience
Work History
Quantitative Analyst
Western Alliance Bancorporation
09.2023 - Current
- Created and managed dashboards for C-suite and executives on inflation and monetary policy that tracked 20+ metrics.
- Developed a tool tracking economic metrics to accurately time Fed rate changes using a modified Taylor rule.
- Wrote documentation, instituted policy, and contributed to the development of an SAA that tracked the cadence of Warehouse deposits within the institution totaling roughly $20 Billion.
- Assisted the head economist in creating and maintaining key economic charts, infographics, and tools that were disseminated throughout the institution.
- Generated insightful reports for stakeholders by analyzing large sets of financial data using tools like SQL and Tableau.
Credit Analyst
Western Alliance Bancorporation
06.2022 - 09.2023
- Took on underwriting, portfolio management, and sales duties for a loan portfolio of over $1 Billion.
- Assessed credit risk and analyzed financial statements.
- Wrote white papers on electric vehicle disruption on gas, oil, and c- store industries.
- Managed clients and helped renew loans under more mutually favorable terms.
Statistician
Rebel Investment Group
01.2022 - 06.2022
- Conducted regular reviews on a portfolio of over $500k, ensuring optimal alignment with fund's financial goals and risk tolerance levels.
- Created presentations and financial models to pitch for buying and selling of securities
- Improved information flow within the team by implementing effective communication strategy for sharing market insights and updates.
Sales and Customer Relations
Vegas.com
12.2014 - 04.2022
- Analyzed customer feedback data to identify areas requiring improvement or adjustments in services or products.
- Managed a diverse team of sales representatives, ensuring optimal performance through coaching and feedback.
- Worked alongside multiple departments to better UX and UI of the website along with mitigating potential loss factors with fraud.
Education
Bachelor of Science - International Business
University of Nevada
Las Vegas, NV06.2022
Bachelor of Science - Finance
University of Nevada
Las Vegas, NV06.2022
Skills
- Financial statement analysis
- Company Profiling
- Risk Assessment
- Statistical Analysis
- Customer Relations and Retention
- Sales strategy development
Timeline
Quantitative Analyst
Western Alliance Bancorporation
09.2023 - Current
Credit Analyst
Western Alliance Bancorporation
06.2022 - 09.2023
Statistician
Rebel Investment Group
01.2022 - 06.2022
Sales and Customer Relations
Vegas.com
12.2014 - 04.2022
Bachelor of Science - International Business
University of Nevada
Bachelor of Science - Finance
University of Nevada
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