Jacob Celermajer, CFA

Examiner
DISC Type : cs

Portfolio Manager at Cordis Asset Management

Sydney, New South Wales, Australia

Overview

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.

Personality Overview

Tough To Convince

Late Adopter

Process Oriented

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care 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.
AI Market Impact
His posts analyze the significant market capitalization growth of tech giants like Microsoft and Apple, attributing it directly to the AI hype cycle.

Media Appearances

Jacob Celermajer - Cordis Asset Management - Livewire Markets. Featured in Livewire Markets

See Now

Work History

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

Education

2017 - 2019
Level 3 from CFA Institute
2010 - 2015
Bachelor of Commerce (B.Com.) Bachelor of Engineering (B.Eng) (Hons.) from University of Sydney

More Information

Social Presence :

Prographics :

Exp : 13 Location : Sydney, New South Wales, Australia Job Level : Middle Designation : Portfolio Manager at Cordis Asset Management
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Insights For Selling To Jacob

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacob is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jacob

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jacob move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jacob take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jacob

Personality Compatibility


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