Jaylon Rodriguez

Background

About Jaylon Rodriguez

I’m an Investment Analyst with experience in trust portfolio management, equity and fixed income research, and portfolio rebalancing. I currently work at a trust company where I support the investment process across high-net-worth accounts, retirement plans, and institutional portfolios. Beyond traditional investment analysis, I’m passionate about improving efficiency through automation and technology. I’ve built tools and workflows using Excel, VBA, Power Query, and Python to streamline reporting, enhance decision-making, and reduce manual processes. I’m always looking for ways to blend financial analysis with smart systems that scale. I hold the Series 65 license and am Bloomberg Terminal Certified. I’m also actively expanding my technical skill set to support more advanced financial modeling and data-driven investment strategies. Long term, I aim to grow into a Portfolio Manager role, overseeing investment decisions, managing risk, and delivering strong outcomes for clients. I’m also open to roles in financial technology, operations, or analytics where I can continue solving problems and optimizing processes through code, logic, and creativity. If you're working on something interesting at the intersection of investing and innovation, I’d love to connect.