Jacob S.
About Jacob S.
Jacob S. serves as an Associate in Fund Operations at Forge, where he has worked since 2021. He has a background in finance, having held various roles in operations and analysis at institutions such as Silicon Valley Bank and Rock House Financial.
Work at Forge
Jacob S. has been employed at Forge as an Associate in Fund Operations since 2021. In this role, he conducts private market secondary transactions for accredited investors. His responsibilities include managing operational processes and ensuring efficient transaction execution. Jacob's experience in fund operations contributes to the overall effectiveness of the team's objectives.
Previous Experience in Financial Operations
Prior to joining Forge, Jacob S. held several positions in the financial sector. He worked as a Senior Operations Officer at Silicon Valley Bank for two months in 2021, where he developed new systems and processes for the broker-dealer, enhancing client onboarding and financial reporting. Jacob also served as an Operations Analyst at Silicon Valley Bank from 2020 to 2021 for seven months.
Education and Expertise
Jacob S. earned a Bachelor's degree in Finance and Information Systems from the University of Utah, completing his studies from 2016 to 2020. His academic background provides a strong foundation for his career in finance. He possesses advanced skills in Python, SQL, and Swift, along with expertise in data analysis and financial reporting.
Career Development in Financial Analysis
Jacob S. has extensive experience in financial analysis, having worked in various roles before his current position. He was an Equity Research Analyst at the University of Utah Student Investment Fund from 2018 to 2019. He also worked as an Equity Analyst at Carta for three months in 2020 and as a Financial Analyst at Rock House Financial for two years from 2018 to 2020.
Internship Experience
Jacob S. began his career with an internship at Rock House Financial as a Financial Planning Intern in 2018, where he worked for two months. This early experience in the financial sector laid the groundwork for his subsequent roles and helped him develop essential skills in financial planning and analysis.