Jay Lyons Email & Phone Number

Boston, MA, US

Boston, MA, US

Callodine 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.

COO 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.

Boston, MA, US

o 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.

Canton, MA, US

o 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.

Boston, Massachusetts, US

o 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.

Boston, Massachusetts, US

o 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.

Boston, Massachusetts, US

o 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.

Boston, Massachusetts, US

o 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.

Boston, Massachusetts, US

o 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.

Direct 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.

Bs, Business Administration

Education record