Brandon Shaw Email & Phone Number

Headed IM Global Revenue team responsible for investment vehicles including Separately Managed Account (SMA), Mutual Fund, UCIT, Pooled Trust, and Model Delivery Platform / Unified Managed Account (UMA) across a broad range of strategies and asset classes. Finance representative for development, testing, and implementation of new investment management products. Heavily involved in the drafting, review, and negotiation of new client agreements. Research, consolidate, and present financial data regularly to Fortune 500 clients, Investment and Sales Teams, and C-level management. Design and develop Incentive/Performance Fee models. Established and nurtured client and internal stakeholder relationships. Reviewed monthly financials, such as balance sheet, P&L variances, and performance trends while ensuring accounting was compliant with corporate policies, GAAP, IFRS, Revenue Recognition, Investment Company Act, Investment Advisers Act, and SEC Regulations. Govern internal and external audit requests such as SOX, SSAE 18, and RCSA.

Newark, De

Led Treasury Service product control team responsible for foreign exchange products and hedging solutions. Developed and managed monthly close activities, such as P&L and Expense variance analysis, investigation, forecasting, trend interpretation, and providing commentary to P&A and senior business management. Implemented client and strategy profitability analysis.

Newark, De

Managed 4 teams supporting Global Interest Rate Derivative trading desks. Execute and improve various functions, including accounting risk assessment, potential issue identification, key control implementation, and strategies. Played an integral role in crafting and standardizing numerous reconciliation Excel templates across the Fixed income department.

Newark, De

Led a 5 person team responsible for ensuring the structured note portfolio accounting adhered to GAAP standards and local regulations. Worked with business managers, traders, trade support, and product controllers to integrate new structured note accounting schema into JP Morgan’s infrastructure.