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Jennifer Simonian

Jennifer Simonian

Associate

Reitler Kailas & Rosenblatt

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Reitler Advisory Group

Associate

Consulting service for start-ups in seed and growth stages and VC due diligence.

Career medium 01

BlackRock

RM Analyst, Financial Institutions Group

• Relationship manager for over $37 billion in assets with BlackRock from insurance companies and taxable clients with highly restrained mandates through:
- Daily discussions with clients on financial markets and portfolios;
- Leveraging resources across the firm to provide best-in-class service to our clients.
• Develop agendas, create presentations, and manage additional preparations for client meetings, including the annual meeting of FIG’s largest client, a leading global insurer with $27 billion managed by BlackRock, in 2012 and 2013.
• Support business development from the identification of cross-selling opportunities through to account set up, guideline development, and establishing service needs.
- Grew relationship with FIG’s first bank clients to over $3 billion in two mandates.
• Creation of complex monthly, quarterly, and ad hoc client requests including cash flows, impairment analysis, portfolio positioning, and trade reporting.
• Perform quantitative analysis to determine investment preferences and risk tolerance based on the client’s balance sheet, including:
- Asset allocation studies to determine the risk and return implications of adding CLOs, high yield corporate bonds, and longer duration securities;
- Tax optimization studies to present the benefits of a municipal allocation;
- Book-yield projection analysis to look at the roll down of portfolio P&L.
• Write and facilitate approval process for downgrade commentary in collaboration with credit analysts and portfolio managers.

Career

Morgan Stanley

Intern, Asset Allocation and Investment Strategy Group

• Worked with the Global Investment Committee to transition from the legacy Morgan Stanley asset allocation frameworks to new Morgan Stanley Smith Barney models.
• Contributed to the weekly Asset Allocation and Strategy Commentary.
• Researched and wrote presentations detailing investment topics relevant to the market environment, including investor behavior in recessions, the Canadian economy, and financial cycles.

Career medium 06
Career

Brown University

Bachelor of Arts (BA), Art History, Economics

The Chapin School