Jacob Celermajer, CFA in

Jacob Celermajer, CFA

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Portfolio Manager at Cordis Asset Management
📍 Sydney, New South Wales, Australia

Jacob is a Portfolio Manager at Cordis Asset Management with a background in finance from Deutsche Bank and Lehman Brothers. He holds CFA, Commerce, and Engineering qualifications from the University of Sydney, specializing in analyzing and evaluating businesses within financial markets.

Jacob is passionate about continuous learning and deeply interested in the practical application of artificial intelligence. He admires people who are passionate about their work and enjoys building new skills, including developing his own AI-driven solutions to solve real-world problems.

He personally built an AI tool to help his electrician friend automate the creation of tedious Safe Work Method Statements.

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Experience
13 Years
Current Role
Portfolio Manager
Job Level
Middle
Location
Sydney, New South Wales, Australia
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jacob cares about

Practical AI Tools
He shows a strong interest in AI that solves day-to-day tasks, having built an app for a friend and frequently posting about new AI presentation and coding tools.
Generative AI Startups
He actively follows the generative AI consumer app landscape, often analyzing and sharing insights from venture capital firm a16z's bi-annual reports on top applications.
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Career

Work history

7-2022
Portfolio Manager
Cordis Asset Management
12-2019 - 6-2022
Senior Equity Analyst
Cordis Asset Management
2-2016 - 7-2019
Institutional Equity Team
Deutsche Bank
2014 - 2015
Corporate Transaction and Strategy Intern
Origin Energy
2012 - 2013
Private Equity Analyst
Lehman Brothers
In the press

Media appearances

Jacob Celermajer - Cordis Asset Management - Livewire Markets. Featured in Livewire Markets
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Education
2017 - 2019
Level 3
CFA Institute
2010 - 2015
Bachelor of Commerce (B.Com.) Bachelor of Engineering (B.Eng) (Hons.)
University of Sydney
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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