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JM

Jake Metzger

Analyst at Interval Partners, LP

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Interval Partners, LPAnalystFeb 2024 to Present
Candelo Capital ManagementAnalystNov 2019 to Feb 2024
Och-Ziff Capital ManagementEquities AnalystSep 2017 to Nov 2019
Och-Ziff Capital ManagementSummer AnalystMay 2016 to Aug 2016
Glenview Capital ManagementSummer AnalystJul 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

Teamwork
Public Speaking
Leadership
Microsoft Excel
Time Management
Microsoft Word
PowerPoint
Customer Service
Social Media
Problem Solving
Finance
Data Analysis
Research
Management
Marketing
Event Planning

Others at Interval Partners, LP (21)

NameRoleLocation
A
Anil Stevens
Partner, Portfolio ManagerNew York, NY , United States
Anjelo Austria
Anjelo Austria
Senior AnalystNew York, NY , United States
C
Chad Wain
Head TraderNew York, NY , United States
C
Connor McLaughlin
PartnerNew York, NY , United States
Dylan Coia
Dylan Coia
Head of Trading Strategies and Equity Capital MarketsNew York, NY , United States
G
Gregg Moskowitz
Managing PartnerNew York, NY , United States
Kevin Marek
Kevin Marek
AnalystNew York, NY , United States
M
Matthew Gulmi
Investment AnalystNew York, NY , United States
Michael Kobrick
Michael Kobrick
Investment AnalystNew York, NY , United States
N
Ned Gilliss
Portfolio ManagerNew York, NY , United States
Showing 1-10 of 21 team members

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