Daniel Kalish Email and Phone Number
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Daniel Kalish personal email
Senior leader with an extensive background working for complex financial services companies. Proven experience in global investment management regulatory and financial reporting for mutual funds, hedge funds, private equity and real estate. Provided leadership and direction to high-performing and cross functional teams. Designed and implemented innovative solutions to allow for effective compliance with global regulatory and financial reporting requirements
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Us Head Of Fund ServicesAztec Group Dec 2022 - PresentSt Helier, Jersey, GbManage team responsible for delivery of fund accounting and administration services to portfolio of over 20 private equity, real estate and infrastructure investment fund managers. * Active participation in business development efforts to grow Aztec’s presence in the US market.* Member of US Leadership team* Lead coordination efforts with other Aztec offices globally to ensure the provision of consistent service levels for multi-jurisdictional clients.
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Executive Director—Awm Control ManagementJpmorgan Chase & Co. Feb 2020 - Dec 2022New York, Ny, UsOversee internal control program for Global AM Solutions Line of Business. AM Solutions manages Assets Under Management in excess of USD 400B across multiple active and passive investment strategies. • Document and execute internal control program to support the business. Ensure that policies and procedures are being followed and conduct periodic testing of internal controls to ensure effectiveness. • Oversaw integration of recently acquired FinTech company into the control environment of the AM Solutions line of business. Reviewed and documented key processes, risks and controls to ensure alignment with firm standards. • Lead coordination effort for regulatory, compliance and internal audits. • Review new business and product opportunities to ensure they are properly supported by the control environment. Design and implement new internal controls as needed. • Conduct root cause analysis of errors to determine whether or not changes to the control environment are needed. • Present new business opportunities and other control related issues to firmwide control and governance committees. -
Us Lead For Disclosures - Porfolio Compliance GroupBlackrock Jan 2018 - Oct 2019New York, Ny, UsManaged team that oversaw compliance with regulatory reporting requirements for over 800 funds representing over $900B in client assets. • Oversaw compliance with firm reporting obligations on SEC Form PF, NFA Forms PQR/PR/PFS, AIFMD and FATCA/CRS • Prepared compliance related materials for review by the Boards of Directors of over 500 Mutual Funds and Exchange Traded Funds • Monitored compliance with large shareholder equity trading thresholds and the related disclosures required to be made in multiple jurisdictions globally. • Coordinated responses to questions received from U.S. and foreign regulatory bodies on assigned reporting and presented responses to regulator staff as necessary • Conducted closing meetings with the Senior Executives responsible for approving regulatory forms on behalf of the Firm on a quarterly basis prior to the signing and submission of regulatory reports • Led cross functional teams to design and implement global solutions to meet new regulatory reporting requirements • Coordinated the collection of information from 150+ professionals representing 20+ teams globally -
Director- Regulatory And Financial ReportingBlackrock Feb 2012 - Jan 2018New York, Ny, UsManaged team that oversaw the compliance with all quarterly and annual regulatory and financial reporting requirements for over 400 alternative investment funds, representing over $250 Billion in client assets. • Designed and implemented global oversight model to ensure completeness and accuracy of all regulatory reports required on SEC Form PF, NFA Forms PQR and PFS and AIFMD. • Created a centralized financial reporting team which coordinated the completion of annual audits and other global financial reporting requirements for over 400 hedge funds, fund of funds, private equity funds and real estate funds. • Analyzed and presented recommendations to senior leaders regarding changes to the ongoing support and operating model for the U.S. based Fund of Hedge Fund platform.
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Director-Alternative Investment Fund AdministrationBlackrock Apr 2006 - Feb 2012New York, Ny, UsManaged multi-location team that oversaw all reporting and compliance for the Structured Product platform, covering 100+ portfolios of various collateral and structure types and approximate AUM of $40 Billion. • Managed relationships with trustees as well as other third-party service providers including accounting agents, custodians, audit firms and law firms. • Served as the key operations and administration contact for the integration and ongoing reporting of a CAD 32 Billion structured finance mandate, the largest mandate in firm history at the time.
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Director Of Alt Investment SolutionsSei 2004 - 2006Oaks, Pa, UsDevelopment of accounting and administration solutions for Alternative Fund Services clients. -
Senior Director-Alternative Investment ServicesPnc 2001 - 2004Pittsburgh, Pennsylvania, UsDelivery of accounting, administration and investor services for Alternative Investment Services clients. -
Director Of OperationsBrandywine Asset Management 1998 - 2001
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Senior AssociatePricewaterhousecoopers 1996 - 1998Gb -
Securities Compliance ExaminerU.S. Securities & Exchange Commission 1992 - 1994Washington, Dc, Us
Daniel Kalish Skills
Daniel Kalish Education Details
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Cornell Johnson Graduate School Of ManagementAccounting -
American University - Kogod School Of BusinessFinance
Frequently Asked Questions about Daniel Kalish
What company does Daniel Kalish work for?
Daniel Kalish works for Aztec Group
What is Daniel Kalish's role at the current company?
Daniel Kalish's current role is Senior Investment Management Accounting and Compliance Professional.
What is Daniel Kalish's email address?
Daniel Kalish's email address is da****@****ase.com
What schools did Daniel Kalish attend?
Daniel Kalish attended Cornell Johnson Graduate School Of Management, American University - Kogod School Of Business.
What skills is Daniel Kalish known for?
Daniel Kalish has skills like Investments, Securities, Alternative Investments, Hedge Funds, Asset Management, Equities, Mutual Funds, Fixed Income, Financial Reporting, Fund Of Funds, Financial Services, Valuation.
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