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I lead the investment function for the insurance and reinsurance businesses of Fidelity Management & Research. Prior I was Senior Portfolio Manager and Head of Manager of Managers at Prudential Finanical, Inc. where I created a new team to oversee and manage the general account’s investment mandates. Mandates spanned both public and private debt, hybrid asset classes, and public equities. I was also the investment officer for the Prudential Foundation. Previously I led the Asia ex-Japan Portfolio Management at Prudential, overseeing Asia general account portfolios in seven countries. My team was responsible for asset liability management, strategic asset allocation, asset manager selection and supporting business development in the region. Portfolios included local currency and USD fixed income, equity, and alternative investments in Korea, Taiwan, Malaysia, India, Indonesia and China. I have insurance asset management and asset allocation experience with Life, P&C and Reinsurance across multiple capital regimes. Earlier in my career I specialized in securitized products as a research analyst, trader and portfolio manager. I was given a stretch assignment in Tokyo to serve as portfolio manager for an investment advisor managing yen rates for The Hartford. Before entering my career in asset management I was a Mathematics and Statistics lecturer at Northern Arizona University. I have lived and worked in Asia and Eastern Europe.
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Chief Investment OfficerSoteriare Jul 2024 - PresentBoston, Massachusetts, United StatesLead the investment function for Fidelity Insurance Group. Fidelity Management and Research’s insurance businesses include Fidelity Investments Life Insurance Company, Empire Fidelity Investments Life Insurance Company, and Bermuda based Soteria Reinsurance, Ltd. -
Investment Senior Vice PresidentPrudential Financial Apr 2020 - Jul 2024New York City Metropolitan AreaHead of Manager of Managers overseeing Prudential's global general account SMAs. Perform asset manager searches, manage RFP processes, oversee due diligence, negotiate guidelines and fees, monitor managers. Oversee investment activities of the Prudential Foundation. -
Investment Senior Vice PresidentPrudential Financial Oct 2018 - Apr 2020Greater New York City AreaLead portfolio manager and senior investment officer for Asia ex-Japan region. Developed strategic asset allocation to achieve performance objectives relative to liability constraints. Oversight for asset liability management and asset allocation in each country. Supported investment related business development activities across the Asia region. Served as board observer for a joint venture reinsurance company in Asia. -
Investment Vice PresidentPrudential Financial Sep 2015 - Oct 2018Greater New York City AreaPortfolio manager overseeing the investment activities of wholly owned companies in South Korea and Taiwan and joint venture companies in Hong Kong, Malaysia, Indonesia, China and India. Led the development of investment strategy for the region. Supported business development efforts in the region. -
Vp Fixed Income TraderHartford Investment Management Co. (Himco) Nov 2014 - Sep 2015Greater New York City AreaAgency MBS and Prime Jumbo trading. Traded dollar rolls, TBA, and specified pools for index funds, general account, and separate account portfolios. Developed credit models for prime jumbo collateral using Loan Performance and 1010 Data. Traded new issue prime jumbo, agency credit risk transfer, and single family rental. -
Vp Portfolio ManagerHartford Investment Management Kk Dec 2013 - Nov 2014Tokyo, JapanManaged The Hartford's Japan general account portfolios. Portfolios were yen and US dollar denominated. Supported Enterprise risk management variable annuity hedging in yen markets.
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Avp Assistant Portfolio ManagerHartford Investment Management Co. (Himco) Oct 2010 - Dec 2013Greater New York City AreaManaged a portfolio of mostly subordinated securitized products for the general account. Asset classes include CMBS, ABS, RMBS and CLOs. Portfolio manager for premium tax credit assets including solar and new market credits. -
Portfolio ManagerBeneficial Financial Group May 2008 - Sep 2010Greater Salt Lake City AreaHead of structured products portfolio management. Developed quantitative models and performed fundamental research on asset backed securities. Managed a team of analysts supporting the structured products portfolio. Collaborated with CIO and head credit portfolio manager to set strategic and tactical positioning of the portfolio. -
AnalystCitigroup Jun 2006 - May 2008Greater New York City AreaAnalyst training program at Citigroup working for The Yield Book. Consulted broker/dealers, buy-side clients, and risk managers on fixed income analytics across all related asset classes. Responsible for the quality assurance of Yield Book's stochastic risk models. -
Mathematics And Statistics LecturerNorthern Arizona University Jan 2004 - Jun 2005Flagstaff, Arizona, United StatesTaught undergraduate mathematics and statistics courses. Including Introductory Statistics, Finite Mathematics, and Logic and Quantitative Reasoning.
Jason Heath Skills
Jason Heath Education Details
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Statistics -
Southern Utah UniversityMathematics
Frequently Asked Questions about Jason Heath
What company does Jason Heath work for?
Jason Heath works for Soteriare
What is Jason Heath's role at the current company?
Jason Heath's current role is Senior Vice President, Chief Investment Officer.
What is Jason Heath's email address?
Jason Heath's email address is ja****@****ial.com
What schools did Jason Heath attend?
Jason Heath attended Vanderbilt University - Owen Graduate School Of Management, Northern Arizona University, Southern Utah University.
What are some of Jason Heath's interests?
Jason Heath has interest in Education, Environment, Science And Technology, Human Rights, Arts And Culture.
What skills is Jason Heath known for?
Jason Heath has skills like Fixed Income, Portfolio Management, Trading, Financial Modeling, Structured Finance, Bloomberg, Abs, Statistics, Alternative Investments, Derivatives, Mathematica, Portfolio Optimization.
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