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About
Jason Barbarosh is an Investment Analyst at Walleye Capital, based in New York, NY, where he focuses on supporting fundamental investment strategies within the firm's multi-manager hedge fund platform. His responsibilities include identifying and evaluating investment opportunities, conducting financial analysis, and contributing to portfolio decision-making across various asset classes.
Prior to joining Walleye Capital, Jason served as an Investment Analyst at Kodai Capital Management, L.P. and as an Associate Investor at Citadel, where he developed expertise in fundamental equities analysis and helped manage long/short and other equity-focused investment strategies. His coverage has included sectors such as equities, with a particular emphasis on market-neutral and fundamental strategies in both traditional and niche industries, aligning with Walleye's focus areas.
Jason holds a Bachelor’s Degree in Economics and Computer Science from Claremont McKenna College, equipping him with a strong analytical and quantitative skill set. He is recognized for his contributions to effective investment research and portfolio strategy, leveraging technological and data-driven approaches in his investment process.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Walleye Capital | Investment Analyst | Sep 2024 to Present | L/S equity |
| Kodai Capital Management, L.P. | Investment Analyst | Aug 2023 to Sep 2024 | Internet sector analyst |
| Citadel | Associate Investor | May 2020 to Jun 2023 | L/S equity |
| Bank of America Merrill Lynch | Investment Banking Analyst | Jul 2019 to May 2020 | Technology group |
| The CMC Student Investment Fund | Portfolio Manager - TMT Group | Sep 2015 to May 2019 | Portfolio manager and team leader in Claremont McKenna's Student Investment Fund (SIF). SIF manages approximately $1.7M of the college's endowment. We research, value, and pitch public equities to for... |
| BlackRock | Summer Quantitative Researcher | Jun 2018 to Aug 2018 | Summer ‘18 internship.
Global Allocation Fund - Multi-Asset Strategies group
Used python to create an equity derivatives investment signal |
| Harvey Mudd College | Computer Science Tutor and Grader | Jan 2017 to May 2018 | • Spring 2017: CS5, Introduction to Computer Science, Professor Zach Dodds (Python)
• Spring 2018: CS60, Principles of Computer Science, Professor Colleen Lewis (Java) |
| Care.com | Strategy and Product Management Intern | Sep 2017 to Dec 2017 | CMC Silicon Valley Program fall ‘17 internship |
| Harvard Management Company | Investment Operations Intern | Jun 2017 to Aug 2017 | Summer ‘17 internship |
Education
Claremont McKenna College
Bachelor's Degree, Economics and Computer Science
2015 — 2019
Skills & Expertise
Others at Walleye Trading LLC (73)
| Name | Role | Location |
|---|---|---|
| Analyst | New York, NY , United States | |
A Alexander Pae | Investment Analyst | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
A Alex Tang | Quant Portfolio Manager | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
| Trader | Hopkins, MN , United States | |
| Portfolio Manager | Philadelphia, PA , United States | |
| Portfolio Manager | NY , United States | |
D Daniel Ioffe | Portfolio Manager | United States |
| Investment Analyst | New York, NY , United States |
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A Anne Maffei | Managing Director and Partner | Eagle Capital Management LLC | New York, NY , United States |