About
Jake Yoon is a Research Analyst at Parnassus Investments, LLC, based in San Francisco. He joined the firm in October 2022, where he is responsible for evaluating equities for high-conviction portfolios, focusing on businesses with robust fundamentals and ESG credentials. His coverage areas emphasize U.S. large-cap equities, particularly within the Information Technology, Materials, Financials, Industrials, and Consumer Staples sectors.
Prior to joining Parnassus, Jake worked at Guggenheim Securities in New York as an investment banking analyst from 2020 to 2022, where he specialized in the evaluation of corporate financials and strategic transactions. He holds a degree from New York University, completed between 2016 and 2019.
Jake is recognized for his disciplined research process and contribution to the integration of ESG analysis into fundamental stock selection. His prior experience in investment banking and his work at Parnassus have equipped him with expertise in equity analysis and portfolio construction for socially responsible investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Parnassus Investments | Research Analyst | Oct 2022 to Present | — |
| Guggenheim Partners | Investment Banking Analyst | Jul 2020 to Sep 2022 | — |
Education
New York University
Finance
2016 — 2019
Others at Parnassus Investments, LLC (16)
| Name | Role | Location |
|---|---|---|
A Andrew Choi | Portfolio Manager | Los Angeles, CA , United States |
 | Vice President, Advisory Consultant | Chicago, IL , United States |
 | Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States |
 | Incoming Research Analyst | San Francisco, CA , United States |
J Jean Lu | Managing Director, Research Team Strategy | CA , United States |
L Lori Keith | Director of Research | Oakland, CA , United States |
M Minh Bui | Portfolio Manager | San Francisco, CA , United States |
 | Senior Research Analyst | Campbell, CA , United States |
S Samantha Palm | Portfolio Manager | San Francisco, CA , United States |
 | Investment Analyst | Charlotte, NC , United States |