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About
Jake Metzger is an Analyst at Interval Partners, LP in New York City, specializing in public equity investments with a focus on fundamental analysis. In his current role, he is responsible for conducting deep research, financial modeling, and generating investment recommendations across specific sectors, drawing on extensive experience in both established and emerging industries.
Prior to joining Interval Partners in February 2024, Jake worked as an analyst at Candelo Capital Management from 2019 to 2024 and began his investment career at Och-Ziff Capital Management as an Equities Analyst from 2017 to 2019. Across these roles, he developed significant expertise analyzing public equities within sectors such as technology, consumer, and healthcare, contributing to idea generation, risk assessment, and portfolio construction.
Jake holds a Bachelor of Business Administration in Finance from the University of Michigan’s Stephen M. Ross School of Business and is also an alumnus of The Academy of Allied Health and Science. His rigorous academic background and hands-on experience have established him as a valued contributor to institutional asset management teams, recognized for his analytical rigor and sector specialization.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Interval Partners, LP | Analyst | Feb 2024 to Present | — |
| Candelo Capital Management | Analyst | Nov 2019 to Feb 2024 | — |
| Och-Ziff Capital Management | Equities Analyst | Sep 2017 to Nov 2019 | — |
| Och-Ziff Capital Management | Summer Analyst | May 2016 to Aug 2016 | — |
| Glenview Capital Management | Summer Analyst | Jul 2015 to Aug 2015 | — |
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance
The Academy of Allied Health and Science
Skills & Expertise
Others at Interval Partners, LP (21)
| Name | Role | Location |
|---|---|---|
A Anil Stevens | Partner, Portfolio Manager | New York, NY , United States |
| Senior Analyst | New York, NY , United States | |
C Chad Wain | Head Trader | New York, NY , United States |
C Connor McLaughlin | Partner | New York, NY , United States |
| Head of Trading Strategies and Equity Capital Markets | New York, NY , United States | |
G Gregg Moskowitz | Managing Partner | New York, NY , United States |
| Analyst | New York, NY , United States | |
M Matthew Gulmi | Investment Analyst | New York, NY , United States |
| Investment Analyst | New York, NY , United States | |
N Ned Gilliss | Portfolio Manager | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |