Jason Heath

Jason Heath Email and Phone Number

Senior Vice President, Chief Investment Officer @ SoteriaRe
Jason Heath's Location
New York, New York, United States, United States
Jason Heath's Contact Details

Jason Heath work email

Jason Heath personal email

About Jason Heath

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.

Jason Heath's Current Company Details
SoteriaRe

Soteriare

View
Senior Vice President, Chief Investment Officer
Jason Heath Work Experience Details
  • Soteriare
    Chief Investment Officer
    Soteriare Jul 2024 - Present
    Boston, Massachusetts, United States
    Lead 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.
  • Prudential Financial
    Investment Senior Vice President
    Prudential Financial Apr 2020 - Jul 2024
    New York City Metropolitan Area
    Head 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.
  • Prudential Financial
    Investment Senior Vice President
    Prudential Financial Oct 2018 - Apr 2020
    Greater New York City Area
    Lead 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.
  • Prudential Financial
    Investment Vice President
    Prudential Financial Sep 2015 - Oct 2018
    Greater New York City Area
    Portfolio 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.
  • Hartford Investment Management Co. (Himco)
    Vp Fixed Income Trader
    Hartford Investment Management Co. (Himco) Nov 2014 - Sep 2015
    Greater New York City Area
    Agency 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.
  • Hartford Investment Management Kk
    Vp Portfolio Manager
    Hartford Investment Management Kk Dec 2013 - Nov 2014
    Tokyo, Japan
    Managed The Hartford's Japan general account portfolios. Portfolios were yen and US dollar denominated. Supported Enterprise risk management variable annuity hedging in yen markets.
  • Hartford Investment Management Co. (Himco)
    Avp Assistant Portfolio Manager
    Hartford Investment Management Co. (Himco) Oct 2010 - Dec 2013
    Greater New York City Area
    Managed 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.
  • Beneficial Financial Group
    Portfolio Manager
    Beneficial Financial Group May 2008 - Sep 2010
    Greater Salt Lake City Area
    Head 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.
  • Citigroup
    Analyst
    Citigroup Jun 2006 - May 2008
    Greater New York City Area
    Analyst 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.
  • Northern Arizona University
    Mathematics And Statistics Lecturer
    Northern Arizona University Jan 2004 - Jun 2005
    Flagstaff, Arizona, United States
    Taught undergraduate mathematics and statistics courses. Including Introductory Statistics, Finite Mathematics, and Logic and Quantitative Reasoning.

Jason Heath Skills

Fixed Income Portfolio Management Trading Financial Modeling Structured Finance Bloomberg Abs Statistics Alternative Investments Derivatives Mathematica Portfolio Optimization Financial Analysis Sas Mortgage Analytics Asset Allocation Asset Management Securities Matlab Bondedge Intex Hedge Funds Investment Management Valuation Bonds Eviews Stata Bloomberg Terminal Blackrock Aladdin Barclays Point Interest Rate Derivatives Fixed Income Strategies Fixed Income Analysis Quantitative Finance Cmbs Alm New Markets Tax Credits Trepp Fixed Income Technology

Jason Heath Education Details

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.

Not the Jason Heath you were looking for?

  • Jason Heath

    Director Of Marketing | Non-Profit Executive Director
    Austin, Texas Metropolitan Area
    2
    sbcglobal.net, foreonline.org

    9 +151294XXXXX

  • Jason Heath

    Phoenix, Az
  • Jason Heath

    Bloomfield Hills, Mi
    1
    ally.com

    3 +131365XXXXX

  • Jason Heath

    Cumming, Ga
    5
    varian.com, gmail.com, gulfstream.com, outlook.com, insightglobal.net

    4 +191296XXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.