Jonathan works closely with fixed income investment teams to help ensure the integrity of their investment approaches. This includes meeting regularly with team managers and sharing portfolio positioning, performance, and risk exposure analysis. He also helps develop new products and client solutions; manages business issues such as capacity, fees, and guidelines; and meets with clients, prospects, and consultants to convey the firm’s investment philosophy, strategy, positioning, and performance.
Before joining Wellington in 2019, Jonathan was an account associate at PIMCO covering institutional clients across Southeast Asia. He began his career as a management associate at DBS Bank.
Jonathan earned a bachelor of accountancy degree, summa cum laude, from Singapore Management University. He holds the Charted Financial Analyst (CFA) designation.
