Bethany Jaquez Email & Phone Number

Chicago, Illinois

• Functions as the senior manager on a variety of attest engagements for financial services clients, focusing primarily in investment management. In addition to delivering high quality attest services, assists clients in a variety of operational, compliance, and control related projects.• Participates in Deloitte's national investment management leadership team, assisting with various sector specific projects, including writing technical guidance for emerging accounting issues, and leading in the national roll out of Deloitte's global data analytic tools.• Co-authored Deloitte’s Hedge Fund Fair Value Survey, which was used to communicate trends in hedge fund valuation practices across the industry, from start up hedge funds to world leading asset managers.

London, United Kingdom

• Functioned as the senior manager responsible for the global service delivery of attest services for world leading asset managers. Liaised with all levels of the client organization and Deloitte's global firm to navigate all operational and technical issues in order to deliver high quality and globally consistent audit services. • Project managed Requests for Proposals, and resulting Deloitte deliverables, for three FTSE 100/250 asset managers. Arranged meetings with various stakeholders across the client organization, ensured appropriate involvement of cross-functional specialists, worked internally and across functions to develop strategy and approach based on client needs, drafted significant portions of the written proposal responses, and presented in the oral presentations.• Served as Deloitte London’s hedge fund sub-sector lead. In this role, developed a hedge fund targeting strategy, and executed upon that strategy over the course of 2.5 years through direct targeting of specific relationships and heightened focus on overall market eminence.• Prepared proposals for, and subsequently delivered upon a variety of non-audit services, such as regulatory compliance and valuation policy advisory services. • Served on the Alternative Investment Management Association’s (AIMA) valuation committee, alongside other investment management industry participants (lawyers, investment managers, fund administrators etc.) and was one of the authors of the 2013 edition of “AIMA’s Guide to Sound Practices for Hedge Fund Valuation.”