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C-suite Executive and Board Director with 30+ years’ experience in Front, Middle and Back-Office investment functions as well as deep knowledge of U.S. Investment Company Act. Developed skills in execution and oversight of both traditional and alternative asset classes. His positive leadership has driven transformational change and efficient processes and control structures in the global investment industry.Authored Research Papers: Securities Lending/Collective Investment Fund Schemes/Fair Value Pricing for Mutual Funds/The explicit and implicit cost of Portfolio Turnover/Trading Best Execution Standards.Additional Skills and Competencies: Illiquid Security ValuationFund expertise in active and quantitative funds/closed end funds/ETFs/Unit Investment Trusts/Money Markets in U.S./Luxembourg/Dublin and other regulatory marketsOversight of Fund Service ProvidersOversight of Portfolio Management – Process/Portfolio Construction/Trade Allocation and Best ExecutionProxy Voting and Corporate Actions
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Chief Operating OfficerCallodine GroupBoston, Ma, Us
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Chief Operating OfficerCallodine Group Apr 2024 - PresentBoston, Ma, UsCallodine Group (“Callodine”) is an asset management platform with over $20 billion in AUM across affiliated advisers. The Firm seeks to pursue predominantly income-oriented investment strategies with high cash yields that offer the potential for equity-like returns. Callodine’s specialized and dedicated investment teams target strategies across private credit, private real estate, public equities and fixedincome on behalf of institutional and individual investors. -
Coo Consulting ServicesSelf-Employed Mar 2023 - Mar 2024COO consulting services – Effectively managing client and AUM growth is one of the most important factors in increasing client satisfaction and improving scalability. My service offers a cost-effective way to review and manage critical non-investment functions on a flexible basis. Examples include: o Perform operational due diligence on all firm non-investment functions. o Evaluate third-party vendor relationships including fund administration, prime brokers, custodian, IT services, software, and data vendors. o Trade lifecycle, Security Master, IBOR and enterprise data architecture review/assessment and implementation of roadmap. o Fund establishments in various regulatory markets. o Enterprise Risk Management governance structure implementation. o Establish oversight of portfolio management functions – Process/Portfolio Construction/Trade Allocation and Best Execution.
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Chief Operating OfficerCambridge Associates Jun 2019 - Feb 2023Boston, Ma, Uso Overall Operational responsibility for global investment firm with over $560 billion AUA, and $72 billion AUM across over 950 clients.o Areas of responsibility include Trading, Middle and Back Office, Client Service, Enterprise Data, Client Reporting, Fund Solutions, Project Management Office, and Internal Controls.o Established long range strategic transformation plan to evolve operating model from investment consulting/advisory to OCIO discretionary management. o Member of Executive Committee, Enterprise Risk Committee, CA Capital (CA’s Discretionary Business) Board Member and Information Technology Governance Committee Chair. -
Executive Vice President/ Head Of Private Banking And Wealth Management42 North Private Bank Jan 2018 - Jun 2019Canton, Ma, Uso Key contributor to bank recapitalization and turnaround. Presented business and investment caseto prospective private equity and individual investors.o Successfully reduced annual expense rate from $35 million to $16 million while refining product lines.o Established Business Plan for the creation and implementation of a Wealth Management division of the bank. -
Divisional Chief Operating OfficerGmo 2014 - Dec 2017Boston, Massachusetts, Uso Responsible for all non-investment activities related to Global Equity investment strategies structured as mutual funds, pooled trust funds, and separate accounts representing $26 billion AUM at peak. o Specific areas of responsibility –Trade Construction, Implementation, Pre-Trade compliance monitoring, Trading, Middle and Back office, Financial Statement/Semi-Annual/N-Q, Private Placement/IPO Review and approval, SSAE16, counterparty review and approval, prospectus review and approval, global operational issues, marketing, fee negotiations, capacity limitations, and investment guidelines.o Member of GMO Error Evaluation Committee, Risk Insights Forum Committee, Policy and Procedures Committee, Operational Architecture Committee, and Counterparty Review Committee.o Deep knowledge of US, non-US mutual fund and private product industry.o Responsible for firm-wide projects related to MiFID II, EU Regulatory reporting as well as securities lending.o Led firm-wide centralization effort for trading and middle office/investment operations. -
Director Gmo Private Fund Audit CommitteeGmo 2014 - Dec 2017Boston, Massachusetts, Uso Responsible for reviewing the adequacy of the accounting processes and systems of internal control, reviewing and evaluating the performance of the independent auditor engaged by the Funds, as well as overseeing and understanding the controls in place to ensure that operational functions conducted by the Funds are adequate.
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Member Board Of Directors Gmo Irish FundsGmo Oct 2012 - Jun 2017Boston, Massachusetts, Uso Responsible for overseeing fund marketing, investment performance, compliance, risk management, administration and trustee services, pricing, audit, tax as well as legal and regulatory updates for a group of products, representing $10 billion AUM, registered with the Central Bank of Ireland.
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Head Of Trading And Operations International Active DivisionGmo 2009 - 2014Boston, Massachusetts, Uso Managed team of 4 traders and trade support across 3 strategies: Foreign Large Value, International Small Cap Value, and Global Focused.o Implemented new trade order management system as well as trade allocation policies.o Created staging environment within trade order management system, in order to allow for more streamlined country and stock rebalances. o Increased the division’s strategic use of algorithms and program trading, resulting in significant commission savings for our clients while not impacting coverage and research. Reduced the overall average commissions paid in bps from 18.7bp in 2007, reduced to 7.8bp in 2013.o Perform Trade Cost Analysis versus institutional peer universe.
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Division Controller/ International Active DivisionGmo 2004 - 2009Boston, Massachusetts, Uso Develop, streamline and maintain strong internal controls.o Oversee and resolve complex operational, administrative, and trading issues.o Create and recommend policy and procedures, including oversight of SAS70.o Responsible for due diligence questionnaires as well as meetings with prospects and existing clients.o Ensure that accounts are administered in accordance with the investment objectives, policies and restrictions set forth in the respective fund’s prospectus or client agreements, and are in compliance with SEC and IRS regulations.
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Vice President - Scudder Trust CompanyScudder, Stevens & Clark 1997 - 2004Direct department of Trust Professionals with responsibilities of trust accounting, client service and reporting, record keeping/transfer agent, compliance, performance reporting, 1065 partnership tax preparation, and year-end financial reporting for 55 Institutional Commingled pool products structured as 3(c)1 and 3(c)7 portfolios.Service over 200 institutional clients ranging from qualified retirement and governmental plans to non-qualified plans such as endowments, foundations, charitable trusts.
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Fund Accounting Operations/ Client Service ManagerThe Boston Company Advisors, Inc. 1990 - 1996
Jay Lyons Skills
Jay Lyons Education Details
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Merrimack CollegeBusiness Administration -
Andover High School
Frequently Asked Questions about Jay Lyons
What company does Jay Lyons work for?
Jay Lyons works for Callodine Group
What is Jay Lyons's role at the current company?
Jay Lyons's current role is Chief Operating Officer.
What is Jay Lyons's email address?
Jay Lyons's email address is jl****@****tes.com
What is Jay Lyons's direct phone number?
Jay Lyons's direct phone number is +161733*****
What schools did Jay Lyons attend?
Jay Lyons attended Merrimack College, Andover High School.
What skills is Jay Lyons known for?
Jay Lyons has skills like Mutual Funds, Investments, Trading, Portfolio Construction, Equities, Trading Systems, Hedge Funds, Securities, Portfolio Management, Financial Markets, Board Of Directors, Audit Committee.
Who are Jay Lyons's colleagues?
Jay Lyons's colleagues are Ryan Palazzetti, Charles Mccaleb, Cfa, Joe Harney, Kristin Trapilo-Ramondi, Jon Dinwoodey, William Carr.
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