Jacob Adamcik, CFA

Quantitative Research Analyst at Glenmede Investment Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Philadelphia

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Alexander Atanasiu, CFA

Jacob was a great asset to our team. He helped build a global stock selection model based on our domestic methodology, built a front-end macro for our in-house risk models and factor attribution, and helped update much of our existing code to improve efficiency. He also took a leading role on many ad-hoc requests in support of other teams throughout the organization. In both of his co-op assignments, Jacob has displayed a strong commitment to his projects and an ability to think and work independently. His keen interest in process improvement is evident in the breadth and quality of his work, and his energy and insightfulness would be an asset to any investment organization.

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Aug, 2022
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Quantitative Research Analyst
      • May 2016 - Present

      • Assist in the management of quantitative equity portfolios • Develop sales and marketing materials such as pitchbooks, performance and/or characteristics reporting, and press releases • Co-author industry whitepapers on quantitative investment and ESG topics • Craft RFP responses and external messaging for the quantitative and ESG investment strategies • Develop new investment strategies (including ESG strategies) and architect a framework for customization • Support and improve the quantitative stock ranking and leading indicator models through research, backtesting, and statistical analysis • Manage and maintain backend software systems that support quantitative stock ranking models • Provide ad-hoc analytical support on economic and other investment-related topics for Director of Quantitative Research, Investment Policy Committee, Investment Stewardship Committee, Impact Investing/ESG working groups, portfolio managers, and research analysts Show less

    • United States
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Jun 2014 - May 2016

      • Bradley, Sebastien, and Naomi E. Feldman. 2020. "Hidden Baggage: Behavioral Responses to Changes in Airline Ticket Tax Disclosure." American Economic Journal: Economic Policy, 12 (4): 58-87. • Designed and implemented an automated process to retrieve airline pricing and tax information for 30,000 itineraries using Python and Selenium WebDriver • Carrera, Mariana, Royer, Heather, Stehr, Mark, Sydnor, Justin & Taubinsky, Dmitry. (2018) “The Limits of Simple Implementation Intentions: Evidence from a Field Experiment on Making Plans to Exercise” Journal of Health Economics (Nov 2018) 62: 95-104 • Designed and implemented an automated process to create and distribute forms and calendar items to 800 study participants using Python, JavaScript, and Google Forms Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Placements Co-op
      • Mar 2015 - Sep 2015

      • Managed the settlement of daily trades and recently completed deals through major investment banks • Maintained a database of historical trade and deal data utilized by financial analysts to value potential deals against historical comps • Enhanced the functionality of proprietary applications utilizing SQL and VBA, creating efficiencies throughout the platform from data entry to data analysis • Automated daily updates to the profit and loss statement, saving up to 10 hours per week • Managed the settlement of daily trades and recently completed deals through major investment banks • Maintained a database of historical trade and deal data utilized by financial analysts to value potential deals against historical comps • Enhanced the functionality of proprietary applications utilizing SQL and VBA, creating efficiencies throughout the platform from data entry to data analysis • Automated daily updates to the profit and loss statement, saving up to 10 hours per week

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Quantitative Research Analyst
      • Mar 2014 - Sep 2014

      • Designed and implemented a more efficient monthly data update process • Streamlined the global stock selection model to improve its speed and usability • Restructured the in-house Risk Model to improve its reliability and incorporate new functionality • Researched alternative optimization methods, such as artificial neural networks and parallel stochastic programming • Collaborated with other departments to automate tasks such as financial report generation and performance-related client communications Show less

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Quantitative Research Analyst
      • May 2013 - Sep 2013

      • Performed re-optimizations on internal models for use in Glenmede's mutual fund products • Developed, back-tested, and optimized a global stock-selection model to explore international equity strategies • Created and automated a proprietary in-house Risk Model to perform historic analysis of investment risks • Back-tested and optimized the in-house Earnings Surprise signal to improve its efficacy • Ran scenario analyses as requested • Performed re-optimizations on internal models for use in Glenmede's mutual fund products • Developed, back-tested, and optimized a global stock-selection model to explore international equity strategies • Created and automated a proprietary in-house Risk Model to perform historic analysis of investment risks • Back-tested and optimized the in-house Earnings Surprise signal to improve its efficacy • Ran scenario analyses as requested

Education

  • University of Pennsylvania
    Master’s Degree, Systems Engineering
    2017 - 2020
  • Drexel University
    Bachelor’s Degree, Economics
    2011 - 2016
  • FIE: Foundation for International Education
    Study Abroad
    2012 - 2012
  • William Allen High School
    High School
    2007 - 2011

Community

You need to have a working account to view this content. Click here to join now