aaron jimenez
Product Controller Associate at J.P. Morgan
equity capital market product controller associate j.p. morgan
passionate curious financial investment market ability identify opportunity , define strategy , evaluate alternative make sound decision based data-backed judgment .
J.P. Morgan
https://www.linkedin.com/company/jpmorgan
Ensure proper US GAAP accounting and revenue recognition is applied for about 50 Equity Capital Market (ECM) deals per month, such as IPOs, Follow-Ons, and Private Placements (PIPE).

Partner with Private Capital Market teams to manage the full revenue recognition lifecycle of PIPE transactions including reviewing transactions, determining accounting treatment, billing external clients, and assisting with flow of funds in coordination with attorneys.

Work with key partners (e.g., Equity Traders, Business Managers, Financial Control, External Reporting, etc.) to drive a clear understanding of the ECM trends and provide insightful analysis of the financial statements to senior management.

Partner with various technology teams to validate the accuracy of revenue reporting systems and drive data automation enhancements for daily deal revenue recognition and monthly income attribution transfer-pricing reporting processes and controls.

Utilize VBA and Alteryx to perform data manipulation for daily Trading P&L and positions reporting, and monthly Volcker regulatory reporting processes.
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Product Controller Associate
J.P. Morgan
https://www.linkedin.com/company/jpmorgan
Created estimation & forecast models and automated data utilizing workbench tools (i.e., JPMC Python Language and Xceptor) to optimize regulatory reporting, eliminate user tools, and improve controls and efficiencies for the Asset & Wealth Management’s (AWM) financial forecasting & reporting platform.

Worked closely with the AWM Data Modeling team to implement four regression models using macroeconomic, headcount, and seasonal variables to forecast Transactional Fees revenue for regulatory submissions to the Federal Reserve Board.

Collaborated with the AWM Planning & Analysis team to calculate and test forecast methodologies for Management Fees revenue.

Utilized VBA to automate data visualizations of our team’s performance metrics in presentations for senior management’s review.
Greater New York City Area
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Business Analytics Analyst
J.P. Morgan
https://www.linkedin.com/company/jpmorgan
Worked under the U.S. Private Bank CFO, conducting financial analysis, forecasting, and planning to improve the Wealth Management’s business results (~$1 trillion business).

Developed a Headcount & Real Estate Forecast Growth Model, which was presented to senior management to support decision making at the Private Bank’s annual Expansion Business Review.

Utilized various database programs (e.g., Access, SAP, Essbase) to provide revenue and headcount trends for JPM’s Wealth Management’s financial performance reviews on a monthly, quarterly, yearly, and ad hoc basis.
New York, New York
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Financial Analyst
CFA Institute
https://www.linkedin.com/company/cfainstitute
Engaged in a team of four St. John’s University student’s to research and analyze an assigned publicly traded company and developed a buy, sell, or hold recommendation, which was presented to a Board of CFA Institute members & Investment Managers.

Developed financial models to forecast growth and profitability by performing valuation analysis and financial statement analysis.
Greater New York City Area
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CFA Institute Equity Research Challenge
St. John's University, The Peter J. Tobin College of Business
https://www.linkedin.com/company/st.-john%27s-university-the-peter-j.-tobin-college-of-business
Managed a diversified investment portfolio consisting of equities, equity ETFs, and bond mutual funds valued at $3 million.

Leveraged tools such as Bloomberg Terminal and FactSet to perform macroeconomic and industry research, financial forecasting, and equity valuations to provide investment recommendations and allocation strategies to the fund’s Investment Board.
Greater New York City Area
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Student Managed Investment Fund
St. John's University, The Peter J. Tobin College of Business
https://www.linkedin.com/company/st.-john%27s-university-the-peter-j.-tobin-college-of-business
Acted as a business advisor for senior executives at various firms to develop and present in-depth business strategic recommendations.

Developed business growth strategies for each company using financial analysis, SWOT analysis, and market analysis.
Greater New York City Area
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Executive-in-Residence Program – Business Honors Program
J.P. Morgan
https://www.linkedin.com/company/jpmorgan
Developed automated queries using VBA to improve the reporting performance for the Consumer & Community Banking (CCB) Finance Controller's team ongoing Non-SOX Testing Tracker.

Conducted research and provided a presentation on a multidimensional database (Essbase), highlighting potential quantitative and qualitative risks within the SOX Risk Assessment & Scoping Framework and on the datasets stored in the CCB's financial data warehouse.
Greater New York City Area
https://media-exp1.licdn.com/dms/image/C4E0BAQEVXhQs3mC56Q/company-logo_100_100/0/1630056226107?e=1655942400&v=beta&t=QvD7BcNvpajYiaZNnBJXGLYTSSkGryHyoYhQWMQ95xA
Financial Analyst Intern
Split Second Supreme Online Business Services
Expanded national and international business growth in Asian and European markets.

Closely monitored the fashion industry trends to maximize marketing on social media channels.

Used analytics to create merchandise strategies, based on customer interest and sales history.
Business Owner/Entrepreneur
BDO USA, LLP
https://www.linkedin.com/company/bdo-usa-llp
Greater New York City Area
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Insurance & Banking Audit Intern
BDO USA, LLP
https://www.linkedin.com/company/bdo-usa-llp
Engaged in a highly competitive and selective program that is designed for rising sophomores and juniors who are considering a career in public accounting.

Participated in workshops, presentations, networking events, and panel discussions to develop extensive knowledge in the fields of Audit and Tax.
Greater Los Angeles Area
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LA Local Pathway to Success Leadership Program
CPEX Real Estate
https://www.linkedin.com/company/cpex-real-estate
Utilized Costar, Oasis, and Property Shark to collect and analyze commercial real estate and investment sales data to develop Research Insight reports, property valuations, and the latest market trends.

Assisted in developing relevant marketing materials and executing marketing strategies to help generate leads and listings for the firm.

Collaborated with other members of the Operations, Sales, and Leasing teams as well as with other real estate professionals to meet our clients precise goals.
Brooklyn
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Retail Investments/Sales Research Internship Program
Bachelor of Science (BS)
Finance
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St. John's University, The Peter J. Tobin College of Business
https://www.linkedin.com/school/st.-john's-university-the-peter-j.-tobin-college-of-business/
The Catholic Scholars Leadership Program distinctively chooses a few students that will commit themselves to faith-based leadership training, service and prayer, and formation of a deeper understanding of what it means to be a leader inspired by the Catholic tradition. Catholic Scholars assume important leadership roles within the community of faith and service at St. John's University in preparation for becoming faith-inspired Catholic leaders for life. Take part in on- and off-campus colloquium's on Catholic Social Teaching, social justice and faith formation.
Catholic Scholars Leadership Program
Catholic Scholar
The Catholic Student Community is an opportunity for prayer, community, friendship and conversation with others who love their Catholic faith and share similar values and beliefs.
Catholic Student Community
Member
The mission of the Economics and Finance Society is to introduce and educate the students of St. John's University to the field of finance and economics through informational sessions, guest speakers, and other events.
Economics and Finance Society
Member
Society of St. Vincent De Paul is a faith, service, and friendship organization that is dedicated to furthering the mission of Saint Vincent de Paul and Saint Louise de Marillac through serving the poor, oppressed, and disadvantaged in the New York City area.
Society of St. Vincent de Paul
Member
The Office of Global Studies is a strong proponent of rewarding high-achieving students for their commitment to excellence. We believe the University’s hardest-working students deserve the opportunity to expand their international competence through study abroad, so we provide the Global Scholars grants to help them accomplish their goals.
St. John's University
Global Scholars Grant
Student was recognized onto the Dean's List for their academic distinction for outstanding scholastic performance for consecutive Fall and Spring semesters in the academic year of 2013-2014.
St. John's University
Dean's Honor List: Fall of 2013, Spring of 2014
BLW: Law and Business
1001
CIS: Intro to Info Technology
2331
ECO: Poverty and Income Inequality
1320
ECO: Principles of Economics Macro I
1000C
ECO: Principles of Economics Micro II
1002C
IB: Principles of International Business
3341
Social Services
Midnight Run
https://www.linkedin.com/company/midnight-run
The Midnight Run Organization allows for students to volunteer by feeding and clothing people who are homeless in Manhattan. This experience allows the students to have a direct encounter with men and women who are willing to share their stories. St. John’s University students gather to make sandwiches, sort through donations and bring the items to people sleeping on the streets. An integral and Vincentian part of the service is getting to know the men and women they meet, reflect on the experience, and discover the faith component of it.
Volunteer
https://www.linkedin.com/in/payal-kakar-15b0862b
Scarsdale, NY
Payal Kakar
Vice President, CIB Risk Technology JP Morgan
https://www.linkedin.com/in/yann-bourgeois
Cambridge, MA
Yann Bourgeois
MIT MSc in Data, Economics and Development Policy Student
https://www.linkedin.com/in/astriduytterhaegen
Washington, DC
Astrid Uytterhaegen
Operations Officer for the World Bank's Vice President for East and Southern Africa
https://www.linkedin.com/in/wdp
Richmond, VA
William Pearce
Investment Banking Analyst at KBW
https://www.linkedin.com/in/daniel-solomon-7346443
New York, NY
Daniel Solomon
Executive Director, Senior Investment Professional at J.P. Morgan
https://www.linkedin.com/in/vincentagarcia
New York, NY
Vincent A. Garcia
Corporate Finance Associate at BlackRock
https://www.linkedin.com/in/anthony-johnson-74061820a
Chicago, IL
Anthony Johnson
J.P. Morgan
https://www.linkedin.com/in/jamie-umberger-76a6445a
Boca Raton, FL
Jamie Umberger
Executive Director at J.P. Morgan Private Bank / CFP
https://www.linkedin.com/in/daniel-steinkerchner-cfa-b6407677
Greater Cleveland
Daniel Steinkerchner, CFA
US. Healthcare Investment Banking Associate at Ernst & Young
https://www.linkedin.com/in/carol-seungwon-lee
New York, NY
Carol Seungwon Lee
Global candidate ready and looking for new opportunities. Recent graduate of Northwestern University.
https://www.linkedin.com/in/margaretgramins
New York City Metropolitan Area
Margaret (Meg) Gramins
Organizational Leadership | Business Strategy | Product Management | Cross Functional Collaboration
https://www.linkedin.com/in/alex-morishige-72b51b145
New York, NY
Alex Morishige
Incoming Corporate & Investment Banking Coverage Analyst at SMBC
https://www.linkedin.com/in/simon-burce-a1047a4b
New York, NY
Simon Burce
Executive Director at J.P. Morgan
https://www.linkedin.com/in/jeesooshin
White Plains, NY
Jee Soo Shin
Sales Associate ba&sh at Bloomingdale's in White Plains with a Bachelor's degree in Fashion Business Management (Summa Cum Laude) from Fashion Institute of Technology
https://www.linkedin.com/in/yahya-salih-b28405163
New York, NY
Yahya Salih
Investment Banking Analyst at Bank of America
https://www.linkedin.com/in/sixuan-vivi-zhu-3b60b9b3
New York, NY
Sixuan(Vivi) Zhu
AVP at Citi
https://www.linkedin.com/in/iankahng
Provo, UT
Ian Kahng
Business Analyst at McKinsey & Company
https://cn.linkedin.com/in/jiamin-jimmy-p-a7205582
Pudong
Jiamin (Jimmy) P.
Associate
https://www.linkedin.com/in/kirabaird
United States
Kira Baird
Associate at FT Partners
https://www.linkedin.com/in/daniel-de-blois-5a0ba495
New York, NY
Daniel De Blois
B Corp Lover
Liked by Aaron Jimenez
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After more than a year of rescheduling, the first of Björk's four acoustic events will finally stream on DICE tonight. Known for her lush vocals…
Liked by Aaron Jimenez
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For more than a decade, Boiler Room has been giving fans all over the world a peek behind the curtain to some of the best underground performances…
Liked by Aaron Jimenez
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Would you be interested in a free Calculus refresher course? Also not a bad idea if you've always been too scared to learn Calculus (you hate math…
https://uk.linkedin.com/in/aaronjimenezuk
Greater Guildford Area, United Kingdom
Aaron Jimenez
Chemistry Student at the University of Edinburgh
https://cr.linkedin.com/in/aaron-jimenez1191
Costa Rica
Aaron Jimenez
Field Services Engineer at Global Process Consultants
https://www.linkedin.com/in/aaronjimenez1
Los Angeles Metropolitan Area
Aaron Jimenez
Martech and Analytics
https://www.linkedin.com/in/aaronejimenez
West Hollywood, CA
AARON JIMENEZ
Senior Marketing Manager | 1 Hotel West Hollywood
https://bz.linkedin.com/in/aaron-jimenez-155b599b
Belize
Aaron Jimenez
Studied at University of Belize
Economics & Finance Society of St. John's University
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https://www.linkedin.com/groups/8572082
Wall Street Oasis
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https://www.linkedin.com/groups/3069871
Financial Analyst Club Worldwide
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https://www.linkedin.com/groups/128643
Private Equity, M&A, and Venture Capital Investments
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https://www.linkedin.com/groups/38114
CT Small Business Toolkit
https://media-exp1.licdn.com/dms/image/C5607AQG-cclWHEMJWA/group-logo_image-shrink_92x92/0/1521235454140?e=1647694800&v=beta&t=eJKqtV8OCkTr2HWBR33pkXZM8S--AtCng7pYDY9qsg4
https://www.linkedin.com/groups/128642
Customer Service Excellence
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https://www.linkedin.com/groups/2009737
Hedge Fund Group (HFG) Association: Alternative Investments, CTA Funds, & Fund of Funds
https://media-exp1.licdn.com/dms/image/C4D07AQHTAoUYVLqrOQ/group-logo_image-shrink_200x200/0/1631365118733?e=1647694800&v=beta&t=2T9tLBEZniQ1ZVK-3EX9cy0lyCvtewuOtv9xYwA9-50
https://www.linkedin.com/groups/44059
CFA Institute Research Challenge
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https://www.linkedin.com/groups/3972272