Jake Walker Email & Phone Number

Boston, MA, US

• Led the operational growth of a quantitative startup investment firm. Design of all operational, accounting, compliance, IT, and HR processes to ensure accuracy and operational efficiency. Chief back office software.
• Led middle office for all developed and emerging markets
• Firm’s trading procedures: pre-trade analysis, cash forecasting, best execution, & compliance
• Operational risk program for compliance with investment guidelines, regulations, & best practices
• Built compliance program, code of ethics, & 206(4)7 audit with external CCO
• Launched European UCITS fund; designed custom transition to neutralize market exposure

• CFO and Risk Manager responsible for analyzing and maintaining portfolio risk reporting as well as company and hedge fund accounting for a $250mm multi-strategy high-yield debt hedge fund manager. Responsible for trade.
• Led the firm’s monthly risk meeting including the maintenance, development, and presentation of the firm’s risk model and reporting; full Excel-based automation of the firm’s risk reporting and quarterly factsheet.
• Oversight of all investor allocations, including full replication and systematic comparison to the fund administrator.

Boston, MA, US

• Data analytics and engineering for all web traffic into any product detail. Detailed revenue analysis overseen up to the CEO. Achievements include:
• Co-led investigation tracing multi-million dollar shifts in revenue and consumer behavior at the CEO level.
• Uncover new operational KPIs to ensure constant improvement without sacrificing past business quality.
• Developed enhanced profit attribution model to monitor e-commerce checkout process.

Boston, Massachusetts, US

• Managed middle/back office operations for top-tier hedge fund manager. Database design and engineering, financial modeling, and project management. Expertise in financial derivatives, new asset classes, and complex.
• Developed cash management strategy globally, reducing error on scenario analysis from 10-15% to within 1-2%
• Led operational risk analysis for all new asset types and global regions to scale the firm’s agility for new business
• Automated year-end US GAAP statements and audit process to more accurately produce highly complex financials
• Built extensive collateral-tracking system as foundation for all treasury ops, risk management, and scenario analysis
• Created valuation models of unlisted companies, complex securities, and derivatives; 30% of firm AUM

Bachelor Of The Arts, Summa Cum Laude, Economics, Mathematics

Associate Of Arts, With Distinction