Jason Self Email and Phone Number
With over 19 years of experience in Alternative Asset Management within the investment industry, I am a highly innovative thinker and dedicated hard worker. Throughout my career, I have successfully led and supervised teams in Risk, Valuation, and Operations, while also actively contributing to Corporate Accounting, Legal, Human Resources, Investor Relations, and Information Technology departments.Leveraging my extensive financial background and strong communication skills, I consistently deliver exceptional service across diverse industries. Through my investment experiences, I have fostered enduring relationships with both colleagues and clients. As a collaborative leader, I have spearheaded strategic initiatives to effectively mitigate market and industry risks. I place great value on curiosity, embracing challenges, and embracing change to inspire the best in individuals and organizations.My ultimate objective is to discover innovative methods of driving business growth by delivering unparalleled service.
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DirectorHfr Asset Management Jul 2023 - PresentChicago, Illinois, United States -
Director, Risk And Valuation At Apex Fund ServicesApex Group Ltd Mar 2018 - Present• Led a team of over 50 people in various teams of Middle Office (Operations, Finance, IT, Admin) coordinating trade and position reconciliation, unique reporting needs, performance and exposure expectations, and efficiency in receiving and sending files for clients ranging in assets from $70 million-$3+billion in the pension funds, crypto, and hedge fund space. Reviewed and approved daily and monthly reporting prior to client retrieval, ensuring completion and accuracy. • Developed custom reporting based on client needs including exposure reporting, guideline failures, largest position holdings, P&L by groupings and on a position level, market cap exposures, liquidity reports, and numerous risk and valuation reports based on clients’ unique requests.• Created AUM holdings files containing strategy, ratings, sector detail, and tables that automated due diligence questionnaires for clients.• Utilized the ‘Bank-in-a-box’ system called Calypso. Integrated trading by asset managers across both exchange-traded and OTC traded instruments with Bloomberg to provide support for any ad-hoc query a client would have on their trade or portfolio. -
Director, Risk And ValuationHfr Asset Management May 2004 - Mar 2018Greater Chicago Area• Led and managed Risk Management Group/Accounting Team that reconciled the pricing of separately managed hedge funds ranging from $5-$130 million. Oversaw and monitored teams of over 20 team members, providing daily independent valuations (using a GAAP compliant in-house system) and assisting with senior management decision making for funding and liquidating managers, rebalancing, and hiring. • Performed investment due diligence on over 200 hedge funds: analyzed liquidity concerns by position given the industry climate & fund strategy, created risk limits/guidelines with sets of investment parameters specific to each manager and their respective trading tendencies, monitored monthly performance and ensured tracking discrepancy to flagship funds to be minimal, determined and mitigated key fund and legal issues/risks, and explored potential fund exit scenarios/timelines.• Presented risk management process in meetings with potential and existing clients’ senior management teams. Demonstrated the in-house risk management system showing the procedure of daily independent valuation, investment guideline monitoring, and portfolio stress testing. Explained on both high level and in detail the workings of the pricing policy, quantifying key exposures in the portfolio, and the analysis on daily performance drivers.• Produced guideline exhibits for legal documentation (Trading Manager Agreement) to minimize style drift from intended trading strategy. Developed client-driven reports on both position and portfolio level with various exposure details. Provided risk reports for both sample and real portfolios using model inputs from the RiskMetrics Group generating outputs such as Value At Risk (VaR), Scenario Analysis (market, interest rate, commodity, currency, and event shocks), industry sector exposures, and market cap breakdown.
Jason Self Education Details
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Finance, General
Frequently Asked Questions about Jason Self
What company does Jason Self work for?
Jason Self works for Hfr Asset Management
What is Jason Self's role at the current company?
Jason Self's current role is Director, Operations, Risk Management, and Investor Services.
What schools did Jason Self attend?
Jason Self attended Arizona State University.
Who are Jason Self's colleagues?
Jason Self's colleagues are Anthony Clark, Lucas Steitz, Mustapha Et Yassine, Anna Paseková, Marsue Anderson, Sonu Thomas, Bongani Mavuso.
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