Jeff Leonard Email and Phone Number
Jeff Leonard work email
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Jeff Leonard personal email
As a seasoned Vice President of Operations with over 10 years of investment operations expertise, I possess a comprehensive understanding of all operational elements involved in running a Hedge Fund, including futures and hedge fund trading, the monthly NAV cycle, auditing, taxation, and investor relations. I specialize in conquering operational issues and minimizing the firm's risk through effective management of day-to-day office operations, portfolio management, and asset allocation.My experience includes guiding teams of up to 5 people to profitability and closely monitoring operational risk, resulting in an annual 40% reduction in operational risk. I excel at predicting operating expenses and obtaining operational data, conducting liquidity analysis, and improving the firm's financial risk position through data analysis and reconciliation.In a fast-paced and dynamic environment, I successfully oversaw vendors and executed 5 major process and technology improvement efforts that resulted in a $50k yearly savings to the management company. I am adept at building strong investor and vendor relationships and meeting important organizational targets.My expertise lies in measuring financial position by comparing and analyzing actual outcomes, as well as developing excellent client connections. I have a reputation for monitoring and evaluating processes and procedures, making recommendations to management, establishing strategic plans, and putting those plans into action in order to meet profit and performance targets.Specialties: Operations Management, Training & Development, Quality Improvement, Investment Operations, Liquidity Management, Compliance, Data Analysis, and Project Management.Feel free to reach out to me via my email (leonardemail@pm.me) or LinkedIn messages.
Benchmarkplus Management
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Vice PresidentBenchmarkplus Management Jan 2021 - PresentTacoma, Wa, Us -
AssociateBenchmarkplus Management Nov 2018 - Jan 2021Tacoma, Wa, Us -
AnalystBlackrock Jun 2016 - Nov 2018New York, Ny, Us• Performed as a lead trader for monthly hedge fund securities trading of more than $100 million monthly, utilizing data-driven insights to inform trades and decrease operational risk.• Maintained a zero trading error rate for over 24 trading cycles, demonstrating exceptional attention to detail and risk management skills.• Demonstrated expertise in regulatory compliance by efficiently gathering and archiving AML paperwork, ensuring seamless regulatory compliance.• Streamlined redemption and subscription processes by implementing efficient functions within a short timeframe, resulting in quicker processing times and improved client satisfaction.• Implemented fully automated receivables and line of credit reporting, saving 16 analyst hours per month and improving operational efficiency.• Developed a manager estimation tool for the entire department, significantly reducing operational event risks and improving the accuracy of investment performance reporting.• Established and evaluated the process of creating new fund cash accounts, utilizing reporting metrics to ensure transparency and accuracy.• Estimated and reported investment performance for $3 billion hedge fund of funds holdings, providing critical insights to inform investment strategy and drive firm growth. -
Lead Performance AnalystBny Mellon May 2015 - Jun 2016New York, Ny, Us• Delivered timely and accurate performance reports to a $1 billion client portfolio comprised of Defined Benefit plans, Defined Contribution plans, Pension Funds, and Investment Managers, providing critical insights to inform investment strategy and drive firm growth.• Offered expert assistance to consultants and the institutional accounting team with data validation, performance, and reporting issues, building strong collaborative relationships across departments.• Served as a subject matter expert on QMF/SQL, Hybrids, Security Classification, and Attribution, providing valuable insights to inform investment decisions and improve operational efficiency.• Maintained and improved the department's query package tool, consisting of the Excel file and the 170 SQL queries employed for client research, resulting in increased accuracy and efficiency in client reporting and research. -
Senior Performance AnalystBny Mellon Mar 2014 - May 2015New York, Ny, Us -
Performance AnalystBny Mellon Jan 2013 - Mar 2014New York, Ny, Us -
Financial Analyst Ii, Commercial BankingColumbia Bank Mar 2012 - Jan 2013Tacoma, Wa• Redeveloped and wrote the Banks Economic Report to the Board of Directors• Analyzed financial spreads of business financial statements, and performed ratio analysis.• Built working relationships with lenders and borrowers for commercial lending customers.• Analyzed loan covenants and the company’s financial prospects of repayment.• Forecasted liquidity and working capital measures to determine borrowers repayment sources. -
Collateral Analysis InternColumbia Bank Sep 2011 - Mar 2012Tacoma, Wa• Monitored and set collateral availability for loans $2 million and greater.• Analyzed financial statements for trends in leverage, liquidity and efficiency measures. • Reconciled accounts receivable, accounts payables and inventory reports to the borrowing base certificates.• Created Asset Based Lending reports tracking the trends of the borrowing base and inventory leverage.• Quantified and reconciled accounts receivable ineligible categories for the borrowing base formula.
Jeff Leonard Education Details
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Seattle UniversityGeneral -
University Of WashingtonMinor Economics
Frequently Asked Questions about Jeff Leonard
What company does Jeff Leonard work for?
Jeff Leonard works for Benchmarkplus Management
What is Jeff Leonard's role at the current company?
Jeff Leonard's current role is Vice President of Operations ▶ Investment Operations ▶ Business Development ▶ Operations Administration ▶ Data Analytics.
What is Jeff Leonard's email address?
Jeff Leonard's email address is jl****@****nds.com
What schools did Jeff Leonard attend?
Jeff Leonard attended Seattle University, University Of Washington.
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