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JB

Jonathan Bernard

Junior finance and policy analyst specializing in macroeconomics and investment research

Yale Student Accessibility ServicesYale UniversityNew Haven, CT3 Years ExperienceJunior Level

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Experience

Accessibility AssistantYale Student Accessibility Services · Dec 2025 – Presentpart-time
ResearcherDahl Research Scholars · Sep 2025 – Presentpart-time
Global Macro Group Sector Head / Director of OperationsYale Undergraduate Hedge Fund Association · Sep 2025 – Presentpart-time
Fellowship DirectorYale Economic Growth Center · Sep 2025 – Dec 2025part-time
SEO EDGE ParticipantSEO Career · Feb 2025 – Presentpart-time
Buyside AnalystCitigroup · Mar 2025 – Apr 2025contract
ParticipantGoldman Sachs · Jan 2025 – Jun 2025part-time
Co-PresidentYale Government Relations Group · Oct 2024 – Jan 2026part-time
Chairman of the Compliance CommitteeMDC Student Managed Investment Fund · Sep 2022 – Jun 2024part-time

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Education

Yale Universitybachelor, History (2028)

Skills

Risk ManagementMicrosoft OfficeFinancial ModelingCanvaBloomberg TerminalPortfolio Risk AnalysisPerformance ReportingRisk PolicyAsset AllocationAcquisitions TrackingFinancial ReportingQuarterly ReportingAnnual ReportingMacroeconomic AnalysisTrade Thesis Development

Languages

EnglishSpanish

Certifications

Bloomberg Market ConceptsBloomberg ESGBloomberg Finance FundamentalsProject Destined Commercial Real Estate FundamentalsCompTIA A+

Memberships

  • Hispanic Scholarship Fund (HSF)
  • Scholars of Finance
  • Blackgen Capital
  • Yale Entrepreneurial Society
  • Buckley Institute
  • Yale Policy Institute
  • Alexander Hamilton Society

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Connect with Jonathan

Jonathan already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

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Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
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Jonathan BernardJunior finance and policy analyst specializing in macroeconomics and investment research