Jay R. Email & Phone Number

Greater New York City Area

Beginning in 2023, I have been asked to start a new team within MUFG Investor Services to address the bespoke needs of our clients. This consulting team is designed to act as a bridge between our clients near-term people, process, technology and data needs and our longer term product strategy. We will work to better understand client needs, address those.

Greater New York City Area

As part of MUFG Investor Services, responsible for leading a 35-person team of Product Leads and Business Analysts handling product management for most of the core applications used to run the fund administration, fund financing and BPO lines for single manager hedge funds, fund of funds and private equity/real estate-related funds.

New York City Metropolitan Area

Working as part of Product Management within the Investor Services organization on both internal and client-facing projects. Experience leading and working as part of project teams on investor accounting platform consolidation, workflow and data automation, and complex, multi-fund client onboardings.

Greater New York City Area

Managed implementation and customization projects for OpenLink's insurance, hedge fund and banking clients. Responsible for managing project teams as well as all aspects of the project lifecycle on OpenLink Findur installations, upgrades as well as development/testing and deployment of custom solutions.

Greater New York City Area

Responsible for directing the project management and business analysis teams on the build out of custom data warehouse solutions and applications to assist hedge funds with real-time and historical P&L reporting, as well as other complex reporting needs including data related to accounting, operations, risk, compliance, and attribution analysis. Hands-on.

Greater New York City Area

Part of Morgan Stanley Prime Brokerage’s Best Practices consulting team.Conducted more than fifteen detailed operational reviews for top tier clients that focused on identifying inefficiencies in their operations, risk controls, personnel and use of technology. End results used by hedge fund senior management to improve performance, reduce operational.

Greater New York City Area

Successfully managed the outsourcing of fund accounting, shareholder servicing and part of the firm’s risk management systems. Project streamlined the operations side of the business by integrating the trading, portfolio management and CRM applications with outside vendor’s accounting, risk and reporting systems. Responsible for the daily evaluation of the.

Responsible for set up and on-going client support for 12 major brokerage firms that used the Lava ColorBook and ColorPalette ECN aggregation software. Promoted to team leader of the project management team after only 5 months. Responsible for five-person team of project managers.

Responsible for dual project management/business analysis role on global order routing system to integrate major trading desks for Deutsche. This project required the cooperation of multiple business units within the firm including trading, portfolio management, legal, compliance and operations. Responsible for the creation of fixed income portfolio.

Responsible for the trading and management of $375MM in Asset-Backed securities on the high-grade fixed income desk Performed all fundamental analysis for credit card, auto, home equity and manufactured housing sectors.Responsible for duration exposure, sector weighting, issue selection and relative value decisions on both a macro and portfolio specific.

Ba, Political Science

Mba, Finance