Resume

I am strongly analytical, possess a keen sense of long-term investment strategy, and maintain a “can do” attitude. My achievements demonstrate this, including working as an ALM Advisor at PGGM, one of the largest Dutch pension funds, and as a Product Manager for OpenBB, a fintech start-up democratizing investment research access. Furthermore, I have a strong educational background in Finance, having completed CFA level 1 and the post-master Registered Financial Analyst (VBA/RBA) program. This education covers relevant theory and provides numerous examples of its application within various investment organizations.

Additionally, over the last several years, I have dedicated thousands of hours to developing Python skills, focusing on quantitative and statistical modeling, and data science. Explore my active open-source projects on the projects page. These include the Finance Database and Financial Toolkit, each with well over 3,000 GitHub Stars, and the OpenBB Terminal, where I was a leading contributor, particularly in fundamental analysis, economics, fixed income, and econometrics.

This combination of skills culminates in my current role as Quantitative Investment Strategist at a.s.r. asset management, one of the largest insurance companies in the Netherlands. In this position, I spearhead innovative initiatives within the asset management divisions using Python, focusing on portfolio analytics and optimization. I also conduct Asset Liability Management (ALM) and Strategic Asset Allocation (SAA) analyses, covering topics such as hedging strategies, liquidity risk management, Solvency II optimization, and asset-only studies.

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Skills

This section outlines my skills and proficiency levels. I am primarily a financial professional with formal education, complemented by a strong background in programming and data science. This unique combination enables me to contribute to diverse projects, from actuarial models and portfolio analysis tools to data science initiatives.

MS Excel

MS Excel is fundamental for much financial analysis and is deeply integrated into my work and personal projects for both analysis and data storage. For instance, the Finance Database utilizes compressed CSVs for data storage, allowing easy adjustments.

Python

Python is my primary programming language, in which I have invested thousands of hours. I have applied it across a wide range of areas, including actuarial models, financial analysis, data science, web development, and machine learning, distributed across institutional and personal projects.

Git

Git is essential for programming, and I use it daily for both personal and institutional projects. I have a strong understanding of its use in team settings and am proficient with linters like Black, Ruff, Mypy, Pylint, and Bandit to ensure code quality, alongside setting up automated testing via GitHub Actions and Azure Pipelines.

SQL

I gained experience with SQL through various channels: initially using it within Google Spreadsheets for querying larger datasets, later employing it with Metabase for parsing large datasets, and finally, using it within Python to explore query creation from the Finance Database.

MATLAB

MATLAB was utilized both in college and during my time at PGGM. I learned to read and write MATLAB code while PGGM expanded its ALM model and subsequently transitioned parts of it to Python. This experience provided a solid understanding of the language and its advantages.

Excel VBA

Recognizing the reliance on Excel VBA throughout my career, I ensured I understood the basics of reading and writing the language to enhance Excel files where necessary, particularly for automating tasks and creating custom functions.

R Studio

Proficiency in Python made learning R Studio relatively straightforward. It was also used in some financial courses during college. Although I use it less frequently now, it remains a language I can easily pick up again.

CSS3 & HTML

I gained most of my CSS3 & HTML experience while previously owning a Web Design firm. Additionally, maintaining this website serves as a consistent refresher. I value this experience greatly due to its integration into other programs, simplifying my work with them.

JavaScript

This website represents my main experience with JavaScript, learned while designing much of its content. A prime example is the Finance Toolkit documentation, automatically generated using JavaScript by collecting files from GitHub.

Azure Ecosystem

During my time at PGGM and ASR, I became proficient with the Azure Ecosystem, including Azure DevOps, Azure Pipelines, Azure Artifacts, and Azure Machine Learning. This facilitated maintaining models via Azure DevOps, testing them adequately through Azure Pipelines, pushing models to Azure Artifacts, and deploying models to production using Azure Machine Learning.

GitHub Ecosystem

All my open-source projects, like Finance Database and Finance Toolkit, are hosted on the GitHub Ecosystem. I am very familiar with GitHub and using GitHub Actions to automate workflows. My time at OpenBB provided significant experience in organizing projects on GitHub, defining automated tests, and setting up proper branch policy structures.

PowerBI

I have a good understanding of how to work with PowerBI for data visualization. This is particularly useful for creating dashboards from large datasets. I used it at ASR to create dashboards for models that produced datasets exceeding Excel's capacity.

Experience

a.s.r. asset management — Quantitative Investment Strategist

February 2024 – Present

As a Quantitative Investment Strategist, my role involves spearheading innovative initiatives within the asset management divisions using Python, particularly in portfolio analytics and optimization. I analyze profitability and investment risks across different risk frameworks (Solvency II and internal models), provide insights into portfolio sensitivities and their relationship with liabilities, and apply Artificial Intelligence (AI) to uncover new insights. Furthermore, I conduct Asset Liability Management (ALM) and Strategic Asset Allocation (SAA) analyses, covering topics such as hedging strategies, liquidity risk management, Solvency II optimization, and asset-only studies.

a.s.r. asset management — Financial Risk Analyst

June 2023 – February 2024

As a Financial Risk Analyst, I analyzed profitability and investment risks within different risk frameworks (Solvency II and internal models), provided insights into portfolio sensitivities and their relationship with liabilities, assessed the impact of month-to-month changes, and contributed to the development of Python models for improved valuation and financial risk measurement.

OpenBB — Product Manager

February 2022 – June 2023

In this role, I oversaw Product Marketing initiatives, including designing the strategy for our Academia outreach, identifying market gaps within the financial sector and strategizing accordingly, leading a multi-disciplinary Go-to-Market team, and coordinating Engineering developments requiring significant financial knowledge—either by developing quantitative models myself or guiding engineering professionals in design and implementation.

PGGM — ALM Advisor

July 2019 – February 2022

As an ALM Advisor, I provided actuarial and strategic recommendations for several Dutch pension funds. I was responsible for the development and maintenance of our econometric model in MATLAB and led most technical developments for the new econometric model in Python. These models performed ALM, URM, and VEV calculations. Additionally, I actively contributed to developing (interactive) dashboards and GUIs and implementing A.I. (Machine Learning) techniques.

Education

CFA Society Netherlands — Register Beleggingsanalist (VBA)

September 2020 – June 2023

The RBA Program (formerly VBA), organized by the CFA Institute, is a modular program tailored for experienced investment professionals. It provides insights into the entire investment cycle, new market innovations, and the role of investment leadership shaping the future of the industry.

Utrecht University — MSc Banking & Finance

September 2017 – June 2019

Completed the quantitative track with courses in Investment Management, Advanced Econometrics, Asset Pricing, Risk Management, and Python courses in Algorithmic Trading, Risk Management, and Data Science. My Master’s thesis, covering the impact of interest rate deductibility limits on capital structure decisions, was awarded a 7.5. Prior to this, I completed a Pre-Master of Finance.

Hanze University of Applied Sciences — Bachelor of Economics (BEc)

September 2013 - July 2017

Gained a broad perspective on Economics with a strong focus on soft skills, including extensive communication, teamwork, analytical skills, and adaptability. I also served as an Ambassador for the Green Quest, an initiative aiming for zero emissions and minimal waste for the University.

Certifications

Chartered Financial Analyst (CFA) – Level 1

Focused on knowledge and comprehension of investment tools and asset classes. Find credentials here.

Certified ScrumMaster (CSM) – Product Owner

Centered around the Scrum methodology and leading a team as Product Owner. Find credentials here.

Testimonials

These testimonials can also be viewed on my LinkedIn profile here.

Didier Lopes - CEO at OpenBB

On the 13th of October 2021, I received an email from Jeroen about adding one of his finance GitHub packages to the OpenBB Terminal (then Gamestonk Terminal). After digging into his open source projects and his achievements I was very impressed. When we had a chat regarding how to work together, I offered him a job on the spot. Jeroen was at the intersection of finance, programming and open source - which is a combination that is very hard to find - even today (almost 2 years later).

Jeroen ended up joining us a few months after that initial meeting. He started in the role of Product Manager where he helped drive the direction of the OpenBB Terminal, not only from a product perspective but also joining the development team. Menus such as economy, portfolio, econometrics, fixed income are Jeroen’s legacy and they wouldn’t have the quality they have today without Jeroen’s financial theory knowledge - ultimately, the team saw Jeroen as the go-to person when financial theory was involved.

More recently, Jeroen shifted to the role of Product Marketing Manager so that he could focus on the go-to market and showing users (through documentation, webinars, videos) how they could use OpenBB products for real use cases. In addition, he led OpenBB’s academia motion, and created presentations such as “The Greek Government Debt Crisis”, “Performing Financial Due Diligence” and “The Influence of the Central Bank” which used OpenBB for research and were presented at different universities in the UK and Netherlands.

Apart from his financial expertise, I always admired Jeroen’s work ethic and organization skills. As a startup founder, you want people on your team that get shit done, and Jeroen was one of those people. I never had to worry with a task not being done, or being done late. If anything, he always went above and beyond. I highly recommend Jeroen.

Minh Hoang - Product Manager at OpenBB

I highly recommend Jeroen as an asset in any organization. Jeroen led and executed OpenBB’s go-to-market initiatives, including Academia, with exceptional skill. It is not easy to find Jeroen’s combination of solid finance knowledge and Programming knowledge. On top of that, he consistently demonstrates a strong work ethic and a drive to achieve outstanding results.

Sri Chilukuri - Vice President of Product Marketing at OpenBB

Jeroen has been a delight to work with. With his expertise in investment research and “can do” attitude, he quickly transformed himself into an excellent product marketing manager at OpenBB. In fact, I would not hesitate to say that he was often the lone sane voice in helping steer the heavily engineering-centric company in the right business direction. His leadership of the highly successful OpenBB Terminal 2.0 launch event in November 2022 and the company’s ongoing go-to-market (GTM) push into Academia are testaments to his newly acquired product marketing skills as well as his overall professionalism. Jeroen has my highest recommendation and I look forward to working with him again in the future.

Luuk van Benthem - Senior ALM Adviseur at PGGM

Jeroen joined our team just at the right time. As we were considering a full redevelopment of our ALM model, Jeroen’s knowledge of Python first greatly helped us in the decision process. In the implementation phase Jeroen played a key role on the development of the technical side of the model. Meanwhile he did a good job at educating our team on these new topics and providing good documentation. Working together with Jeroen was a pleasure. First of all he’s a nice guy, Furthermore he provided an alternative way of thinking and working that was new for us and helped us innovate and work more efficiently. Over time I learned a lot from Jeroen which I’m very thankful for!

Pascal Janssen - Strategisch ALM Adviseur at PGGM

(Written in Dutch) Jeroen is zeer bedreven in alle facetten van programmeren in Python. Zijn kennis en ervaring op het gebied van Python hebben een grote meerwaarde geleverd voor mijn afdeling. Jeroen is scherp als het aankomt op het juist implementeren van code in Python. Daarnaast is hij ook bedreven in het draaiend krijgen en houden van Python op werkplekken en de ondersteuning die hierbij nodig is. Hij is gedreven om altijd verbeteringen aan te brengen en handmatige processen te automatiseren. Jeroen werkt zeer gestructureerd en is met een positieve insteek bezig met zijn eigen ontwikkeling en hoe hij zelf beter kan worden in het vakgebied. Al met al een fijne collega!