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Currently, Jared Thomas works as a Director for Cambridge Associates, Investment Operations. Jared has been responsible for managing a team of associates in executing alternative asset transactions with a focus on efficiency and quality. Jared served as a project manager for Cambridge Associates' overhaul of their trade order management system, automated work related to the transaction process to eliminate human error, led the creation and management of functionalized teams, and more. Recently, Jared led Cambridge Associates Transaction Services for all EMEA and APAC clients with associates in London and Singapore. Today, Jared leads the teams with global responsibility for Audit Support Packages, Liquidity Reporting, Inbox Monitoring, and all post-transaction activity (i.e. transaction settlement, cash reconciliation, and Capital Call and Distribution processing).
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DirectorImpactassetsUnited States
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Director - Oversight & Portfolio OperationsCambridge Associates Mar 2023 - PresentFounded the Oversight and Portfolio Operations Group consisting of two teams:o Operations Oversight supervises the accuracy and effectiveness of Cambridge Associate’s Offshore Service Provider relationship – correcting issues, identifying exceptions, and analyzing process for improvemento Portfolio Operations is responsible for maintaining client portfolios in a proprietary tool to monitor liquidity and produce reports on demand. Additionally, the Portfolio Operations team is responsible for producing Audit Support Packages to assist with annual audits for non-profit clients -
Director - Emea & ApacCambridge Associates Dec 2021 - Mar 2023Leading an Investment Operations group by creating innovative solutions to increase process efficiencies and build collaborative teams across global offices. Rebuilt the Transaction Services presence in London and Singapore and aligned practices with US procedures. Created and implemented functionalized teams to improve efficiency, diminish impact of turnover, and provide scalability.
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Associate DirectorCambridge Associates Jul 2019 - Dec 2021Arlington, VirginiaSupervised and managed the Advisory Services Group, in Arlington, VA and assisted in managing San Francisco, CA office who, in total, were responsible for trade execution and client servicing for over 200 clients and $52 billion in assets and executing over 4,000 client transactions annually related to Hedge Funds, Private Investments, and Traditional Investments. Project Manager of Cambridge Associates’ overhaul of their trade order management system, trading procedures, and reorganization of Investment Operations structure. Established automated documentation preparation using the new platform to limit company risk and increase process efficiency.
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ManagerCambridge Associates Jul 2016 - Jun 2019Arlington, Virginia, United States
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Assistant ManagerCambridge Associates Mar 2015 - Jul 2016Arlington, Virginia
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Investment AssociateSuntrust Investment Services, Inc. Jul 2011 - Mar 2015Baltimore, Maryland AreaPart of the management team supervising over 50 financial advisors, 15 serviceassociates, $30 million in revenue, and $4 billion in AUM for the Northern Virginia-Washington DC-Maryland areaResponsible for various daily, weekly, and monthly reports for use by FinancialAdvisors and Regional and Company-wide managementCreated reports, surveys, and spreadsheets for local management team that wereadopted company-wide; including a complaint tracking database, call trackingspreadsheet, and moreResponsible for coordinating client seminars with Financial Advisors and quarterlyteam meetings including the development of a turnkey seminar process to improveclient turnoutInterface with, and resolve, high level customer complaints -
StockbrokerScottrade Apr 2008 - Jun 2011Akron, OhioQuickly identified customer needs and respond appropriately to resolve any trading questions, exhibiting an ability to handle and resolve difficult customer service situationsConducted over 50 customer seminars on various financial topics, such as options, mutual funds, IRAs, ETFs, and advanced tradingCo-developed a Margin Account seminar to present to customers as well as a companywide plan and learning tool for implementing these seminars to customersReceived branch recognition from headquarters for stellar customer service and customer educationReceived branch recognition from headquarters for top lead conversion in the company
Jared Thomas Education Details
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Developing Yourself As A Leader -
Finance
Frequently Asked Questions about Jared Thomas
What company does Jared Thomas work for?
Jared Thomas works for Impactassets
What is Jared Thomas's role at the current company?
Jared Thomas's current role is Director.
What is Jared Thomas's email address?
Jared Thomas's email address is th****@****att.net
What is Jared Thomas's direct phone number?
Jared Thomas's direct phone number is +172462*****
What schools did Jared Thomas attend?
Jared Thomas attended Harvard Business School Executive Education, Loyola University Maryland Sellinger School Of Business And Management, Robert Morris University.
Who are Jared Thomas's colleagues?
Jared Thomas's colleagues are Alice Lowenstein, Csric®, Kelsey Dwyer, Eric Meissner, Ivy Duke, Rebecca Gelb, Agustin Mosquera, John Quinn, Mba.
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5byui.edu, goldmansachs.com, gmail.com, vanguard.com, citi.com2 (800) 3XXXXXXX
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Jared Thomas
Chapel Hill, Nc2itsco.com, fas.harvard.edu -
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