Jonathan Smith
Director - Financial Risk Management at Truist Securities | Atlanta, Georgia, United States
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Jonathan Smith is a seasoned professional with over 15 years of experience in the financial services industry, currently serving as the Director of Financial Risk Management at Truist Securities. In this pivotal role, Jonathan leads the firm’s strategic initiatives in managing financial risk for a diverse array of Commercial Real Estate clients, including Real Estate Investment Trusts (REITs), private equity sponsors, and both public and private builders and developers. His deep expertise in fixed income, capital markets, and portfolio management allows him to provide tailored risk management solutions that align with the unique challenges and opportunities faced by his clients in the ever-evolving real estate landscape.
Jonathan’s current projects involve the origination of financial risk management strategies that leverage advanced analytical tools and market insights to optimize investment outcomes. He is adept at utilizing platforms like Bloomberg to conduct comprehensive valuations and assess emerging market trends, ensuring that his clients are well-positioned to navigate the complexities of the commercial real estate sector. His proficiency in equity derivatives and ETFs further enhances his ability to craft innovative risk mitigation strategies that address both market volatility and liquidity concerns.
As a team leader, Jonathan fosters a collaborative environment that emphasizes strategic planning and merger integration, drawing on his extensive background in principal investing. His commitment to excellence and proactive approach to financial risk management not only strengthens Truist Securities’ position in the market but also empowers his clients to achieve sustainable growth and long-term success in their investment endeavors.
Director - Financial Risk Management at Truist Securities in March 2023 to Present
Director - Strategy and Business Enablement at Truist Securities in January 2020 to May 2023
Partner - Generalist Portfolio Analyst/Head of Trading at Stelliam Investment Management in June 2014 to August 2019
Equity Volatility Sales-Trading at Barclays Investment Bank in September 2008 to April 2014
Capital Markets Analyst at Lehman Brothers in January 2007 to September 2008
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Investment Banking
Fixed Income
Bloomberg
Capital Markets
Equities
Hedge Funds
Derivatives
Private Equity
Financial Markets
Series 7
Series 63
Equity Derivatives
ETFs
Valuation
Emerging Markets
Investments
Portfolio Management
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Discover more about Truist SecuritiesWhat is Jonathan Smith email address?
Email Jonathan Smith at [email protected] and [email protected]. This email is the most updated Jonathan Smith email found in 2026.
What is Jonathan Smith phone number?
Jonathan Smith phone number is +18177141450 and +12547235883.
How to contact Jonathan Smith?
To contact Jonathan Smith send an email to [email protected] or [email protected]. If you want to call Jonathan Smith try calling on +18177141450 and +12547235883. (updated on October 30, 2024)
What is Jonathan Smith net worth?
Jonathan Smith has an estimated net worth of $75,000 to $99,999
What company does Jonathan Smith work for?
Jonathan Smith works for Truist Securities
What is Jonathan Smith's role at Truist Securities?
Jonathan Smith is Director - Financial Risk Management
What industry does Jonathan Smith work in?
Jonathan Smith works in the Financial Services industry.
Jonathan Smith Email Addresses
Jonathan Smith Phone Numbers
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