James Holden Email and Phone Number

DFO Management, LLC ("DFO") is the private investment firm for Dell Technologies Founder & CEO Michael Dell and his family. The Dell family office was originally launched in 1998 as MSD Capital, L.P., and has recently been rebranded as DFO. The firm engages in a broad range of investment activities and has the flexibility to invest in a wide array of asset classes. DFO is located in New York.

Formed a new LOB called Citco Institutional Services for institutional investors by combining Citco’s standard accounting offering with a multi-asset performance reporting and analytics platform managed by my teamDemonstrate the performance reporting offering to potential clients, bringing in billions in new AUACoordinate with sales and marketing teams on POCs and RFPs to bring in new institutional opportunitiesCreate the SOPs and workflows to ensure timely delivery of quality performance reporting and analyticsDraft onboarding and training materials for a team of 4 direct reports, both onshore and offshoreManage monthly collection and reconciliation of HF, PE, and RE fund manager documents and analyticsLiaise with all Citco LOBs to identify additional data sources required to facilitate advanced reporting

Responsible for content oversight on internal applications, ensuring appropriate conditions, controls and approaches are used by respective Citco teamsEvaluate feasibility for application reuse across multiple individual stakeholdersAdvise on data sourcing, data staging, quality controls and work with Qlik COE on application promotionBusiness lead for permissions, entitlements, gaps and workarounds for internal applicationsEnsure internal documentation is up to date, policies are followed, and projects are tracked and transparent to stakeholdersInvestigate, describe, summarize, explain and present client-facing applications to Citco management, Marketing, clients and/or prospectsAdvise lines of business on best practices, style enforcement and technical capabilities within the Qlik COETrain and advise Marketing on upcoming applications, enhancements and roadmap

Daily pricing and P&L review for many multi-strategy hedge funds with assets totalling $15B+Verify prices on a monthly basis by comparing to other vendors and/or sourcing counterparty statementsEmploy data visualization software to offer a better visual experience for clients while reviewing their P&LAct as the P&L liaison during client pitches for premium data visualization dashboards Develop VBA macros to accelerate existing processes for pricing and price verification

Created new predictive analytics solutions to showcase the capabilities of Predixion’s softwareLed presentations of the aforementioned solutions in sales meetings to break into key industriesAssisted in client pitches by elaborating on backend statistics of the software and data related inquiriesUtilized R and SAS to mimic Predixion’s software in order to create a competitive analysis for clientsWorked closely with the VP of Engineering and head developers to integrate the software with R Determined the source of bugs in preexisting solutions and worked to correct the issueBuilt statistical models for Predixion’s “Marketplace” for templates and public display

Developed and maintained online modules to expedite training for financial advisorsOversaw “Vendor Days” which involved scheduling module vendors to demonstrate past projectsActed as a mock client for the new financial advisor development programAssisted in the creation of training videos using Adobe Premier