Jason Collis

Jason Collis Email and Phone Number

Co-Founder and COO at Sharpely AI Alpha Management Inc. @ Castle Peak Associates, LP
los angeles, california, united states
Jason Collis's Location
New York, United States, United States
Jason Collis's Contact Details

Jason Collis personal email

n/a

Jason Collis phone numbers

About Jason Collis

Co-Founder, Chief Operating Officer, and Director of the General Partner of Sharpely AI Alpha Limited Partnership. Also registered Dealing Representative and Research Analyst with the Investment Fund Manager of Sharpely AI Alpha Limited Partnership. Have 18+ years of progressive experience in financial services, with 10 years of cross-functional team management at companies in Canada, the United States, and Hong Kong, including Sprott Asset Management, AGF Investment, Thomson Reuters, Gluskin Sheff, Sylebra Capital, and Castle Peak Associates. Deep understanding of the business and technical sides of the financial services industry and a proven ability to integrate both to achieve superior strategic outcomes. He has a strong ability to lead complex company-wide technology projects involving multiple business teams and demonstrated success in creating operational efficiencies through process development and re-engineering.In addition to my career, volunteering has been very important to me. Some of the amazing organizations that I have contributed to are Synergy Social Ventures, Acumen, Toronto Victim Services, and the Sauder Alumni Association.Personally, I love to travel. One of the reasons to move to Hong Kong was that it was the perfect base of operations to travel in Asia. I am a sailboat racer, I started when I was a teenager and have been finding ways to keep it going throughout my life. Lastly, I am a martial artist, I was an instructor for years and find that I am drawn to the lifelong learning aspects of the sport, and it is a great way to stay in shape.

Jason Collis's Current Company Details
Castle Peak Associates, LP

Castle Peak Associates, Lp

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Co-Founder and COO at Sharpely AI Alpha Management Inc.
los angeles, california, united states
Website:
castlepeakassociates.com
Employees:
2
Jason Collis Work Experience Details
  • Castle Peak Associates, Lp
    Senior Consultant
    Castle Peak Associates, Lp Apr 2021 - Present
    Vancouver, British Columbia, Canada
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  • Sharpely Ai Alpha Management Inc.
    Co-Founder And Chief Operating Officer
    Sharpely Ai Alpha Management Inc. Jan 2022 - Dec 2023
    Vancouver, British Columbia, Canada
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  • Qwest Investment Fund Management Ltd.
    Research And Portfolio Analyst
    Qwest Investment Fund Management Ltd. Oct 2021 - Dec 2023
    Vancouver, British Columbia, Canada
  • Qwest Investment Fund Management Ltd.
    Dealing Representative
    Qwest Investment Fund Management Ltd. Oct 2021 - Dec 2023
    Vancouver, British Columbia, Canada
  • Sylebra Capital
    Manager, Operations & Finance
    Sylebra Capital Oct 2018 - Jan 2020
    Hong Kong
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  • Gluskin Sheff + Associates Inc.
    Project Lead
    Gluskin Sheff + Associates Inc. Jun 2017 - Apr 2018
    Toronto, Canada Area
    Leading a major business transformation project to modernize and simplify the Investment Accounting function at Gluskin Sheff + Associates, in order to more effectively support our external and internal clients. The mandate is a major overhaul of all of the processes, systems, roles & responsibilities, and outsourcing relationships for this area of the business. This project involves interaction with many areas of the business including the Client Wealth Management team, the Trading & Investments team, the IT team, the Compliance team, the Corporate Accounting team, and the Client Administration team.
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  • Thomson Reuters
    Technical Account Manager
    Thomson Reuters Feb 2016 - Jun 2017
    Toronto, Canada Area
    I am able to take my years of business solutions experience in the asset management industry and my deep systems knowledge to give my customers a great user experience with Thomson Reuters' wide suite of products. My role is to ensure that my customers' use of our products is seamless and trouble free. I am also able to discover new ways that my clients and our firm can create stronger relationships and we can help solve their business needs.
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  • Agf Investments Inc.
    Director
    Agf Investments Inc. Jun 2015 - 2016
    Toronto, Canada Area
    Increased team capacity by 20% by identifying redundant tasks and streamlining communication with internal business units.Decreased risk on 50 operational processes by documenting tasks, assigning ownership, andeliminating gaps and redundancies.Seamlessly joined as new Director with no disruption in productivity.Manage Eagle STAR and Eagle PACE accounting and data warehouse systems.
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  • Sprott Asset Management
    Senior Manager, Business Solutions
    Sprott Asset Management Mar 2012 - Jun 2015
    Toronto, Canada Area
    In taking a more senior role on the team my focus has shifted to taking Business Solutions to the next level through higher-level management tools and techniques.An example of a tool that I have developed that I am truly proud of is a project prioritization pipeline called the "Top 5". This tool allows business leaders from the other teams to have full transparency and say about where their project fits in with the overall development schedule. This has created better working relationships with our internal business partners and also better alignment with the overall firm goals and objectives. It also allows us to very easily show our value to the organization.Achieve core business integration and deliver value to senior management and investment professionals by leading creation of enterprise data warehouse, enabling improved decision making through distribution of beneficial cross-functional information.One of the big projects slated for this upcoming year is to re-design our Data Warehouse to create even better flexibility, scalability and quality in our reporting abilities and facilitate better decision support for our front-office and C-level management team.
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  • Sprott Asset Management
    Manager, Business Solutions
    Sprott Asset Management Mar 2011 - Mar 2012
    Toronto, Canada Area
    I manage a team of Developers and Business Analysts. Our role is to build the solutions architecture of the financial systems of the firm. We are responsible for pitching, sourcing, designing, developing and administering the financial applications. We are currently implementing FactSet, which is a Performance and Attribution System. As well, we are re-designing the solutions architecture of the company to better manage our data. Our goal is to have a single source of truth to maximize security, flexibility and accuracy. We will be able to leverage the functionality of this data warehouse to create fully automated business intelligence reporting capabilities.Also, we have been managing fund launches and other business projects.It has been extremely challenging, I am learning a lot and I feel that I am growing in my multiple roles as a people manager, project manager and overall solutions expert.
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  • Sprott Asset Management
    Project Manager / Business Analyst
    Sprott Asset Management Mar 2006 - Aug 2009
    Project Management Co-ordinate a number of projects across multiple internal and external teams Completed 100% of projects on time and on budget, exceeding firm targets Introduced a new Fund of Fund product, which involved coordinating with various teams such as marketing, finance and external service providers Increased staff efficiency by creating all new workflows and systems Major technology projects worked on were OMS, Accounting System, CRM, Performance measurement system, electronic trading (FIX) Ensured the company was choosing the most effective projects by performing cost-benefit and risk analysis’ Introduced project management principals to the CFO and CCO, as well as other team members thereby increasing efficiency of projects in the firmDevelopment Create applications and interfaces for financial business solutions Designed and created a number of interfaces for the new accounting system Automated many processes including reconciliation, cash management, and trade communication Systems Support Supported most of the financial systems in the company Solved day to day issues Proposed and implemented longer term solutions to workflows within systems
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  • Sprott Asset Management
    Investment Accountant
    Sprott Asset Management Mar 2006 - Dec 2007
    Project Work Helped implement the Charles River Investment Management System into an environment that was previously on a paper based system Main business contact in the execution of a real time portfolio market analysis tool for our traders and portfolio managers Developed new systems, databases and procedures to solve problems and cut work timeSought out manual, time consuming processes and developed quick and easy technology based solutions to those problemsSystem AdministrationAdded and trained new users Solved issues that arose in normal day-to-day work on the systemHelped propose and create new improved workflows for the usersManaged Daily ProcessesConstantly seeking ways to improve daily routinesCreated checklists and proceduresTrained new employees on functions within the Investment Administration area
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  • Aegon
    Investment Accountant
    Aegon Jul 2004 - Mar 2006
    Managed daily cash/trade reconciliation processIn charge of solving bank rec outages - requiring high level investment knowledgeHad to work closely with the corporate actions dept to handle discrepancies with the more difficult issues including private placements, pay downs, etc. Used Bloomberg and Reuters terminals in this and other processes including pricing, derivatives and corporate actionsDerivativesValued different types of derivatives including futures, currency forwards, swaps, etc. Custody reconciliation and accountingProject WorkDeveloped new systems, databases and procedures to solve problems and cut work timeSought out manual, time consuming processes and developed quick and easy technology based solutions to those problemsDid UAT and provided feedback on a tier 1 project that gave me the opportunity to gain a good knowledge base about the daily investment accounting cycle.This project was a full switch over of our cash projection from Access to an SDK based system. All inputs that were previously from databases and Internet applications were fully integrated using SDK into our back-office accounting package.This project resulted in increased time efficiency and more effective audit controlsFund-on-Fund tradingTrading included partner and custodian coordination and cash management
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Jason Collis Skills

Project Management Marketing Strategy Change Management Bloomberg Accounting Asset Management Derivatives Portfolio Management Business Analysis Mutual Funds Financial Services Financial Analysis Trading Equities Hedge Funds Investments Management Crm Fund Accounting Fixed Income Alternative Investments Capital Markets Equity Research Finance Financial Modeling Investment Management Securities Fx Options Financial Markets Valuation Wealth Management Customer Relationship Management

Jason Collis Education Details

Frequently Asked Questions about Jason Collis

What company does Jason Collis work for?

Jason Collis works for Castle Peak Associates, Lp

What is Jason Collis's role at the current company?

Jason Collis's current role is Co-Founder and COO at Sharpely AI Alpha Management Inc..

What is Jason Collis's email address?

Jason Collis's email address is jason.collis@tr.com

What is Jason Collis's direct phone number?

Jason Collis's direct phone number is (646) 223*****

What schools did Jason Collis attend?

Jason Collis attended Sauder School Of Business, Mcmaster University.

What are some of Jason Collis's interests?

Jason Collis has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Human Rights.

What skills is Jason Collis known for?

Jason Collis has skills like Project Management, Marketing Strategy, Change Management, Bloomberg, Accounting, Asset Management, Derivatives, Portfolio Management, Business Analysis, Mutual Funds, Financial Services, Financial Analysis.

Who are Jason Collis's colleagues?

Jason Collis's colleagues are John Semeraro, Victor Leung, Pmp, Cpa, Cma, Amy Rahl, Ken Rahl, Amy R.

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