Jay Romano Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Conducted an acquisition integration for multiple business divisions, including Operations and Technology • Drove the future state target operating model for onboarding new investors • Proposed a spinoff organization to focus solely on onboarding and advisor services for all firm funds• Developed a standardized framework associated with launching products in a new organization.• Managed the product launch activities for different asset classes, including a Real Estate… Show more • Conducted an acquisition integration for multiple business divisions, including Operations and Technology • Drove the future state target operating model for onboarding new investors • Proposed a spinoff organization to focus solely on onboarding and advisor services for all firm funds• Developed a standardized framework associated with launching products in a new organization.• Managed the product launch activities for different asset classes, including a Real Estate Investment Trust and Private Placement Variable Annuity• Co-founded the Product Practice within the organization, championing the vertical focused on the product lifecycle management activities with the launch of a new product• Mentored junior employees and led multiple trainings on the basics of data architecture and taxonomy Show less

Toronto, Ontario, Canada

• Developed a compensation model to assist with integrating commission based employees to a base and bonus model utilizing scenario analyses to support any potential cash flow issues• Led the acquisition diligence for the Distribution Operations business of a half-billion dollar wealth manager

- Led multiple projects targeted at process mapping, financial analysis, and formulating a modern culture of data- Designed multiple requests for proposal, working cross functionally with individuals across the different offices to produce a viable response- Championed the modern culture of data offering for the organization, leading national calls with experts across the company- Conducted a myriad of surveys and workshops for both client and internally focused groups

Toronto, Canada Area

- Customized solutions to ensure end results would meet client needs including building out dashboards, processes, and models- Facilitated workshops for clients to demonstrate various developments with dashboards and end products- Collaborated with multiple stakeholders internally and externally to accomplish tasks and goals for clients

Hartford, Connecticut Area

- Gathered requirements for software implementation set to promote efficiency via measuring processes and behaviours for client; educated end users on the value of the tool- Delivered a strategic assessment for a large health corporation on how it receives information from providers

Houston, Texas Area

• Defined risk methodology ranging from financial, complexity, frequency and sourcing risk to utilize best practices across organization specific to department, interviewing subject matter experts for influence• Analyzed 200 workbooks to evaluate risk based on developed methodology to understand sensitive processes• Implemented strategic tools including databases and documentation to increase risk awareness across organization for employees to understand where significant data existed… Show more • Defined risk methodology ranging from financial, complexity, frequency and sourcing risk to utilize best practices across organization specific to department, interviewing subject matter experts for influence• Analyzed 200 workbooks to evaluate risk based on developed methodology to understand sensitive processes• Implemented strategic tools including databases and documentation to increase risk awareness across organization for employees to understand where significant data existed and use more scrutiny in activities Show less

Greater Boston Area

• Assessed Operational, Regulatory, Market, Liquidity, and Credit risk for multiple internal groups• Reduced potential operating issues by challenging management standards in order to produce alternative methods for more efficient processing• Evaluated controls for effectiveness to mitigate risks and provide assurance for internal departments • Utilized communication skills to develop strong relationships with clients by leveraging previous experience to add value to colleagues… Show more • Assessed Operational, Regulatory, Market, Liquidity, and Credit risk for multiple internal groups• Reduced potential operating issues by challenging management standards in order to produce alternative methods for more efficient processing• Evaluated controls for effectiveness to mitigate risks and provide assurance for internal departments • Utilized communication skills to develop strong relationships with clients by leveraging previous experience to add value to colleagues unfamiliar with the corporation Show less

Greater Boston Area

• Organized and coordinated planning and reporting phases for project managers at the beginning and ending of audits enabling the project start up and end seamless for all parties• Trained junior staff in auditing practices and methodology, including one instance using Japanese language skill helping a new employee become acclimated to the corporation• Recommended various training programs from business units to the department to increase training, creating a training manual for new… Show more • Organized and coordinated planning and reporting phases for project managers at the beginning and ending of audits enabling the project start up and end seamless for all parties• Trained junior staff in auditing practices and methodology, including one instance using Japanese language skill helping a new employee become acclimated to the corporation• Recommended various training programs from business units to the department to increase training, creating a training manual for new hires and integrating business unit instructors into the department Show less

Greater Boston Area

• Examined internal risks and controls for multiple departments to find better practices within the bank• Traveled globally to audit foreign divisions, only 5% of employees designated to travel regularly

Greater Boston Area

• Processed and monitored a high volume of multi-million dollar trades while facing deadlines • Communicated and multitasked cross functionally with groups in the bank to express the validity of all trades activity

Westwood, Ma

• Managed the daily ledger independently for billion dollar client’s investment activities, meeting strict deadlines whenever necessary

Master Of Business Administration (Mba), Concentrations: Strategy, Finance, And Marketing. Emphasis: International Studies

Activities and Societies: Japan Business Club (President); Technology Club (Director of Marketing); Global Business Association (Director.

Bachelor Of Arts, Japanese And International Relations

Activities and Societies: Tufts University Programming Board, Tufts Class Council Class of 2010 President (2006-2008), Theta Chi.

Japanese

Hs Diploma