Jay Leopold Email & Phone Number

Boston, Ma, Us

This role is responsible for Investment Risk across Columbia Threadneedle, including equity, fixed income and multi-asset portfolios, including sub-advised funds. It includes the development of a global approach to investment risk, as well as the responsibility for the measurement, monitoring and management of investment risk. The role requires significant interaction, oversight of, and collaboration with the Columbia Threadneedle’s Portfolio Management teams and requires the ability to influence investment decision makers as well as the Fund Boards. Key Responsibilities• Collaborate to design and implement a global investment risk process • Provide leadership to the existing investment risk team of investment risk senior leaders and analysts across multiple geographies• Perform risk analyses on portfolios to develop observations, insights, and recommendations; review results with portfolio managers, front office management, and boards• Communicate key investment risk observations, insights, and recommendations to stakeholders, escalating concerns throughout the organization when necessary • Incorporate Investment Risk reports, processes and functions into other departments including Product Development, Legal, Compliance, Sales, Marketing, IT, and Operations.• Effectively communicate risk process, information, and conclusions to 3rd parties, including Fund Boards and institutional investors • Manage existing risk systems and ensure daily production of investment risk information• Develop and manage the technology to extract, store, manage, and visualize key risk information• Oversee strategic planning and project management assignments, including those performed by cross-functional teams• Spearhead organizational and cultural change by elevating Innovation as a risk and opportunity• Contribute to strong sales efforts through effective presentations to institutional clients • Lead team of executives to accelerate Diversity & Inclusion initiative

San Mateo, California, Us

-Work with team to create a culture in which risk is placed on par with reward when making key decisions-Advise executive leadership on matters involving investment risk-Develop new tools to measure and monitor risk at the portfolio and market levels-Spearhead thought leadership around investment risk management -Write essays on investment risk-Serve on Legg Mason Valuation Committee; responsible for oversight on security valuation issues

Us

-Led efforts to embed risk analysis into the investment process for LMCM, developed risk dashboard, and chaired quarterly risk meetings-Developed new and innovative tools to measure, monitor, and analyze risk at the company, portfolio, and market levels-Met with clients, senior executives, and Board of Directors to discuss risk management at LMCM-Served concurrently as Portfolio Manager of a Legg Mason Capital Mgmt equity strategy (mutual fund and institutional accounts)

Us

-Portfolio Manager for Legg Mason Capital Management equity strategy: managed mutual fund and associated institutional accounts, with portfolio construction and stock analysis responsibilities; worked with analysts to improve understanding of companies, industries, and markets-Wrote regular shareholder letters updating clients on portfolio and market observations and outlook-Represented a LMCM equity strategy and Risk Management efforts to institutions, individual investors, consultants, and Board of Directors-Served on LMCM Proxy Committee; responsible for governance decisions for securities in portfolio -Served concurrently as Chair of LMCM Risk Analysis Committee from April 2009-August 2013

San Mateo, California, Us

-Covered wide variety of stocks and industries -Met with clients to present original research -Earned national media recognition for expertise in automotive industry

Bs, Finance, Political Science

Education record