Jacob Wallick, CFA
WI Fidelis Index Administrator at Wallick Investments, LLC- Claim this Profile
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English -
Topline Score
Bio
LinkedIn User
Jacob is organized, driven, and focused on his work. I had the pleasure of interning under Jacob in the summer of 2019. I particularly admire Jacob's willingness and ability to get right down in the weeds to fully understand a problem or concept. I also appreciate that Jacob was as concerned with what he could do for me as what I could do for him. As an intern–still developing my knowledge and skills in finance–Jacob's ability to teach and break down concepts was invaluable. I truly appreciate the investment he made in me and I would love to work for him again.
LinkedIn User
Jacob is organized, driven, and focused on his work. I had the pleasure of interning under Jacob in the summer of 2019. I particularly admire Jacob's willingness and ability to get right down in the weeds to fully understand a problem or concept. I also appreciate that Jacob was as concerned with what he could do for me as what I could do for him. As an intern–still developing my knowledge and skills in finance–Jacob's ability to teach and break down concepts was invaluable. I truly appreciate the investment he made in me and I would love to work for him again.
LinkedIn User
Jacob is organized, driven, and focused on his work. I had the pleasure of interning under Jacob in the summer of 2019. I particularly admire Jacob's willingness and ability to get right down in the weeds to fully understand a problem or concept. I also appreciate that Jacob was as concerned with what he could do for me as what I could do for him. As an intern–still developing my knowledge and skills in finance–Jacob's ability to teach and break down concepts was invaluable. I truly appreciate the investment he made in me and I would love to work for him again.
LinkedIn User
Jacob is organized, driven, and focused on his work. I had the pleasure of interning under Jacob in the summer of 2019. I particularly admire Jacob's willingness and ability to get right down in the weeds to fully understand a problem or concept. I also appreciate that Jacob was as concerned with what he could do for me as what I could do for him. As an intern–still developing my knowledge and skills in finance–Jacob's ability to teach and break down concepts was invaluable. I truly appreciate the investment he made in me and I would love to work for him again.
Credentials
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Social and Economic Networks: Models and Analysis
CourseraJan, 2023- Oct, 2024 -
SQL for Data Science
CourseraFeb, 2022- Oct, 2024 -
Investment Management with Python and Machine Learning Specialization
CourseraJul, 2020- Oct, 2024 -
Series 65 - Uniform Investment Adviser Law Examination
FINRAAug, 2017- Oct, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteAug, 2022- Oct, 2024
Experience
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Wallick Investments, LLC
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United States
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Financial Services
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1 - 100 Employee
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WI Fidelis Index Administrator
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Mar 2022 - Present
Design and maintain all investment meeting reports; manage the WI Fidelis Multi-Cap Multi-Factor Index; manage personal client portfolios while performing all tasks from the previous role.• Coded in Python and aided in the creation of the WI Fidelis Multi-Cap Multi-Factor Index Methodology process that the FDLS ETF tracks.• Manage the operations of the WI Fidelis Multi-Cap Multi-Factor Index.• Manage the Index Investment Committee.• Manage the GIPS Performance Reporting Advent Software.• Created a proprietary Volatility Tactical Asset Allocation Strategy that is currently in use and expected to provide an additional 2% in annual returns to client portfolios. Show less
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Jr. Portfolio Manager
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Jul 2017 - Aug 2022
Managed personal client portfolios while acting as a resource for firm-wide management, research,and operations.• On-boarded and assisted 30 personal clients and constructed Investment Policy Statements that aid clients in reaching their unique financial goals.• Created a tax-lot filling bot program that saved our GIPS Composite Performance Reporting Process, which is the core component of our marketing strategy.• Created a mail-merge client quarterly performance distribution system, reducing labor time by ~60%, ~40 hours per quarter-end.• Recreated Positive and Negative Screening reports, reducing labor time by ~60%, ~15 hours per month.• Managed Summer Interns. Show less
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Operations Analyst
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Jun 2016 - Jun 2017
Performed daily reconciliations and collected systems data to isolate problems within the transaction-flow infrastructure while creating journal entries to correct misplaced balances. • Streamlined data-collection & reporting processes through VBA Programming. • Analyzed data to deduce root causes of breaks within client accounts. • Collaborated with senior executives to implement the department’s first organized FX Sell-Off process. • Prepared the quarterly Management Accounting, Financial Accounting Reconciliation report. • Presented process quality issues to upper-management and took actions to remediate pain-points and bottlenecks. Show less
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Financial Analyst Intern
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Jun 2015 - Jan 2016
Document the daily performance of five stock portfolios and monitored their responses to the changing financial landscape to determine whether stock portfolio changes were necessary. • Located CUSIP's for portfolio securities for documentation in Advent for GIPS Compliance. • Organized daily securities performance data into a set format used to make informed business decisions. • Gathered information about competitive firms within the industry for a potential company partnership. • Compiled intelligence about individual companies within Advisory Services Network LLC. Show less
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Education
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2023 - 2024
University of Notre Dame - Mendoza College of Business
Master of Business Administration - MBA -
2012 - 2016
University of South Carolina - Darla Moore School of Business
Bachelor of Science, Business Administration; Finance & Management
Community
