Sign in

You're signed outSign in or to get full access.

JM

Jonathon Mershimer

Assistant Portfolio Manager at Driehaus Capital Management LLC

Chicago, IL , United States

About

Jonathon Mershimer is Assistant Portfolio Manager at Driehaus Capital Management LLC in Chicago, specializing in emerging markets macro, industrials, and financial sector research. Currently, he provides in-depth macro analysis, generates investment ideas, and makes buy/sell recommendations leveraged across Driehaus' Emerging Markets strategies, with a direct portfolio management role covering multi-asset trades including local and external fixed income, currencies, and interest rates.

His career spans fixed income and multi-asset expertise, previously serving as Portfolio Manager—Fixed Income at Dimensional Fund Advisors, credit trader at Susquehanna International Group, and assistant trader in special situations at Société Générale. Jonathon has contributed to structuring complex hedge and directional trades and brings hands-on global markets experience, informed by his time in leveraged finance at Wells Fargo and direct trading roles.

Jonathon holds an MBA with a concentration in econometrics, statistics, and analytic finance from the University of Chicago Booth School of Business, a degree in economics from Bucknell University, and further studies in management from University of Cambridge. He is a CFA charterholder and recognized for thought leadership in emerging markets research, regularly publishing insights on market cycles and macro trends.

Career History

OrganizationRoleDate RangeDetails
Driehaus Capital Management LLCAssistant Portfolio ManagerApr 2020 to Present
Dimensional Fund AdvisorsPortfolio Manager- Fixed IncomeAug 2017 to Apr 2020
University of Chicago Booth School of BusinessMBA StudentJul 2015 to Jun 2017
Graduate with Honors, completing Concentrations in Analytic Finance, Econometrics and Statistics, Finance, and Economics
Wells Fargo SecuritiesLeveraged Finance Summer AssociateJun 2016 to Aug 2016
Analyse leveraged credit markets (Pro-Rata, Term Loan, HY Bonds) and prepare/present leveraged lending solutions to clients and internal Credit teams. Often acted as a liaison between Industry Covera...
Susquehanna International Group, LLP (SIG)Credit TraderApr 2010 to Jun 2015
EM (LatAm Sovereign and Quasi-Sovereign) , HY (Specialty finance and Leasing/Transport), Hybrid ($1000 and $25 Preferred) Trading Trader/PM focused on Relative Value strategies within credit and acros...
Société GénéraleAssistant TraderSep 2009 to Apr 2010
Worked with senior traders/portfolio managers to model and value structured credit products (CLO, CDO, ABS) and basis packages
UBSEquity Derivative AnalystAug 2008 to Sep 2009
Analyst focusing on valuation and pnl attribution/reconciliation for European index derivatives trading desk

Education

The University of Chicago Booth School of Business

Master of Business Administration (MBA), Econometrics & Statistics/ Analytic Finance

2015 2017

University of Cambridge

Managing Information and Managing Teams

2008 2009

Bucknell University

Economics/Mathematics, Economics and Mathematics

2005 2008

Skills & Expertise

Investment Banking
Research
Financial Analysis
Finance
Emerging Markets
Bloomberg Terminal
Microsoft Word
Data Analysis
Capital Markets
Hedge Funds
Financial Modeling
Interest Rate Derivatives
Fixed Income
Trading
Equities
Electronic Trading
Derivatives
Portfolio Management
Credit Derivatives
Leadership
Valuation
Bloomberg

Others at Driehaus Capital Management LLC (33)

NameRoleLocation
Alex Munns
Alex Munns
Assistant Portfolio ManagerChicago, IL , United States
Andrew Srichandra
Andrew Srichandra
Senior AnalystChicago, IL , United States
Arthur Bidwill
Arthur Bidwill
Assistant Portfolio ManagerChicago, IL , United States
Ayman Ahmed
Ayman Ahmed
Assistant Portfolio ManagerChicago, IL , United States
Chad Cleaver
Chad Cleaver
Portfolio ManagerChicago, IL , United States
Chris Kagaoan
Chris Kagaoan
analystNew York, NY , United States
D
Dan Wasiolek
Portfolio ManagerChicago, IL , United States
David Mouser
David Mouser
Portfolio ManagerChicago, IL , United States
H
Howie Schwab
Portfolio ManagerChicago, IL , United States
Jaspreet Grewal
Jaspreet Grewal
Vice President, Business DevelopmentChicago, IL , United States
Showing 1-10 of 33 team members

Similar Fund Managers

NameRoleFundLocation
N
Nick Wilson
Managing DirectorRMB Capital Management, LLCMilwaukee, WI , United States
Derik Coffey
Derik Coffey
Client Portfolio ManagerChanning Capital Management, LLCChicago, IL , United States
Tim Kroll
Tim Kroll
Portfolio Manager, Senior Equity Analyst, Small and Smid Cap EquitiesChanning Capital Management, LLCChicago, IL , United States
Ajoy Reddi
Ajoy Reddi
Principal and Portfolio ManagerCastleark Management LLCChicago, IL , United States
Anthony Kies
Anthony Kies
Research AnalystCastleark Management LLCChicago, IL , United States
B
Brad Schatz
Chief Executive Officer and Chief Investment OfficerMaren Capital LLCChicago, IL , United States
Ron Peterson
Ron Peterson
Portfolio ManagerBanc Funds Co. LLCIL , United States