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Jacob Weiss

Fort Myers, Florida

Calculus, Machine Learning, Statistics, R, Python, Analytical Modeling


Investment Management Consultant Feb 2016 – Dec 2016
FactSet Research Systems, Inc. Chicago, IL
• Supported investment management professionals with FactSet’s platform and analytical tools
• Managed over $2 million in ASV with a year over year retention rate of 95%
• Displayed advanced knowledge in portfolio analysis and back-testing tools to support quantitative financial analysts
• Coordinated trainings, demos, and one-on-one meetings with portfolio managers, analysts, and associates
• Selected by leadership to present FactSet’s analytical tools at Chicago Booth School of Business to MBA students
• Designed FQL codes and analytical processes to help end users with financial modeling
Data Analyst Jan 2015 – Dec 2015
City of Gunnison Gunnison, CO
• Responsible for researching and assembling economic variables to apply in econometric modeling
• Used multivariate regression and statistical analysis to gain insight on factors that influence sales tax revenue
• Leveraged SPSS and Excel to identify key revenue trends and cyclicality
Teaching Assistant: Finance & Statistics Jan 2015 – Dec 2015
Western State Colorado University Gunnison, CO
• Selected by the School of Business to teach statistics and finance to undergraduate students
• Innovatively transferred difficult classroom content into understandable study materials
• Held daily classroom sessions for 120 students which led to an increase in overall test scores

Tutoring Offered

555.442: Investment Science
625.403: Statistical Methods and Data Analysis
625.461: Statistical Models and Regression


Georgia Institute of Technology

Master of Science (M.S.) | Analytics

Western State Colorado University

Bachelor of Arts (B.A.) | Business Administration

Western State Colorado University

Bachelor of Arts (B.A.) | Economics

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