Jonathan Cook
Kingston 10
Summary
A proactive, enthusiastic team player seeking the opportunity to apply finely honed analytical skills, statistical techniques, and mathematical methods in reviewing business operations and recommend automated solutions that can expedite the achievement of the company's goals.
Overview
10
10
years of professional experience
Work History
Manager of Data Analytics and Sales Reporting
Barita Investments Limited
09.2022 - 12.2023
- Created custom dashboards and interfaces designed specifically to track our advisor's performance, needs and priorities for optimal performance.
- Integrated third-party analytics solutions into ongoing projects.
- Produced detailed and relevant reports for use in making business decisions.
- Developed financial projections and forecasts for Retail and Wealth to guide investment decisions.
- Worked alongside finance to develop a template for our FY 2024 budgeted numbers.
- Gathered client information and modeled data to assess business trends, allowing advisors to conduct targeted campaigns.
- conducted weekly, monthly and quarterly reporting to assess retail's and wealth's performance.
- Created Excel templates for our compliance unit to improve their efficiency in reporting.
- Prepared and updated our parent company's weekly L10 report.
Senior Portfolio Analyst
Barita Investment Limited
11.2021 - 09.2022
- Evaluated portfolio performance and risk exposure to support client investment success.
- Assisted Portfolio Managers with due diligence and portfolio maintenance.
- Designed and generated periodic reports to assist the sales team in tracking fund performance and fee structure vs industry competitors.
- Redesigned and update monthly unit trust fact sheets to assist sales team in engaging both existing and new clients.
- Design and periodically update Bairta's Management Investment Committee report consisting of detail fund performance over the reporting period.
- Provide assistance to Barita's research team with weekly meeting and weekly reports to bring the sales team up to date on current market developments.
Investment Strategy Analyst
Barita Investment Limited
03.2021 - 11.2021
- Contributed to growth in both fee and interest income by collaborating with the investment banking unit to evaluate investment potential of companies through detailed credit analyses
- Performed competitive analysis for all unit trust products to assist fund managers with periodic reporting, assessment of fund performances and opportunities for improvement
- Collected data on Barita’s competitors, consumers and marketplace and consolidated data into high-leve presentations and reports.
- Assisted with providing periodic reports for regulatory compliance as well as internal performance assessment.
- Provided analytical support to the sales team through both written reports and client presentations
Research Analyst
Barita Investment Limited
03.2019 - 03.2021
- Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
- Collected data on competitors, consumers and marketplace and consolidated data into presentations and reports.
- Helped team meet regulatory requirements by coordinating documentation and filings.
- Performed valid and accurate market research for Companies on the Jamaican Stock Exchange.
- Analyzed statistical data using both modern and traditional methods.
- Provided analytical support to the sales team through both written reports and client presentations
- Contributed analytical support to the research team’s comprehensive model that was designed to manage investment risks and opportunities during COVID-19
Data Analyst
Avalanche Marketing and Sales
05.2017 - 05.2018
- Collected and analyzed data on established and prospective customers, competitors , and marketing channels and sources.
- Extracted, Analyzed and Visualized Data using Microsoft Excel to aid the project manager’s decision making.
- Used VBA Macro to create Weekly reports.
- Utilized MS SQL, R programming and SAS for data intelligence and analysis.
- Contributed to a 32% growth in customer acquisitions by developing data driven reports to inform marketing strategies.
Marketing Executive
Avalanche Marketing And Sales
06.2015 - 09.2016
- Managed day-to-day relationships with key accounts and discovered internal opportunities to increase account sizes that lead to achieving an overall 29% increase in Gross Profit.
- Lead market research and industry trend analysis towards providing clients with cutting-edge insights.
- Assisted presales team and account executives through analytics to identify business development opportunities to meet the company's new business account quota.
Financial Analyst
National Commercial Bank
03.2014 - 09.2014
- Built analytical strategy that contributed to a 22% reduction in ‘queue-in-branches’ in 9 of the 13 branches.
- Developed an excel template to assist summer interns in capturing and analysing survey data.
- Assisted in coordinating a campaign to raise customer awareness of the advantages using online banking, resulting in gain in online activity by over 15%.
- Contributed to a 32% increase in sales rep performance by developing templates to capture and record sales targets and individual sales rep performance , which enabled the identification of productivity boosting strategies.
Education
Bachelor of Science - Actuarial Mathematics
University of Manitoba
Winnipeg, Canada2017
Bachelor of Science - Electronics and Mathematics
The University of The West Indies
Mona, Kingston, Jamaica2011
Skills
- Proficient in Microsoft Office (Excel, Word, Access and Outlook)
- Competence in using Bloomberg Professional
- Problem-solving and resourcefulness
- Executive and Analytical Reporting
- Competence in JAVA and Xcode(Program C)
- Data Governance
- Competence in R programming and SAS programming
- Competence in MS SQL
Actuarial Exams
Exam FM/2, Financial Mathematics
Exam P, Probability
References
Portfolio available for interviews
Timeline
Manager of Data Analytics and Sales Reporting
Barita Investments Limited
09.2022 - 12.2023
Senior Portfolio Analyst
Barita Investment Limited
11.2021 - 09.2022
Investment Strategy Analyst
Barita Investment Limited
03.2021 - 11.2021
Research Analyst
Barita Investment Limited
03.2019 - 03.2021
Data Analyst
Avalanche Marketing and Sales
05.2017 - 05.2018
Marketing Executive
Avalanche Marketing And Sales
06.2015 - 09.2016
Financial Analyst
National Commercial Bank
03.2014 - 09.2014
Bachelor of Science - Actuarial Mathematics
University of Manitoba
Bachelor of Science - Electronics and Mathematics
The University of The West Indies
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