Jill King

Jill King Email and Phone Number

★ Senior Investment Strategist ★ Client Portfolio Manager ★ Business Development and Relationship Management ★ Alternative Assets Expert ★ Deep Understanding of Credit Markets ★ Track Record of Pivoting Skillsets @
Jill King's Location
Darien, Connecticut, United States, United States
Jill King's Contact Details
About Jill King

As an Investment & Asset Management Executive, I've generated significant value and investment returns in asset management and alternative investment areas. My strategy blends skills in business development, digital assets, fixed income, and multi-asset class investments. I apply my deep understanding of the markets to develop and execute innovative investment strategies. ✅ INVESTMENT STRATEGIST Stepping on to the Bank of America trading floor in San Francisco was my “ah ha” moment to pursue acareer in capital markets and financial services. My experience in various disciplines including tradingand portfolio management, product and strategy development, and professional services enabled me togrow business with top clients at Northern Trust Asset Management, The Northern Trust Company,Horizon Cash Management, R.J. O’Brien & Associates, LLC, Atomyze LLC, and BDO. Success comes from believing you can do anything you set your mind to. I’ve taken risks and achievedexcellent results. I became a successful high-yield trader at a time when there were few women on WallStreet. I also launched an emerging market trading desk and transformed a sleepy, boutique investmentadvisory firm into a top-notch, first-call-in-the-street, highly respected firm.CAREER HIGHLIGHTS✔️Managed $4B of short-duration fixed-income assets for CTAs, hedge funds, and 40-Act mutualfunds.✔️Launched a blockchain-based marketplace tokenizing commodities and other tangible assets to largeinstitutional clients.✔️Advanced firm’s proposition with global media outlets: CNBC, Fox Business, Bloomberg News, andReuters.✅ ONE-OF-A-KIND LEADER & RELATIONSHIP MANAGERMy leadership style is characterized by being driven for success without compromising connection withcolleagues. What sets me apart is how I build client relationships and develop people. I am a true team player through and through, setting aside my ego, leading by example, and always aiming for excellence and honesty in everything I do.I've faced tough setbacks in my career but each afforded the opportunity to pivot and learn newskills. Transformational people that I have worked with, for, and who have worked for me have beeninvaluable to my success.If you're looking for a leader with a wealth of experience, strategic vision, and a heart for people, let'sconnect and explore how we can develop innovative investment solutions. Jill King"A true leader has the confidence to stand alone, the courage to make tough decisions, and thecompassion to listen to the needs of others"—Douglas MacArthur.

Jill King's Current Company Details
Uptrak Capital LLC

Uptrak Capital Llc

★ Senior Investment Strategist ★ Client Portfolio Manager ★ Business Development and Relationship Management ★ Alternative Assets Expert ★ Deep Understanding of Credit Markets ★ Track Record of Pivoting Skillsets
Jill King Work Experience Details
  • Uptrak Capital Llc
    Chief Revenue Officer
    Uptrak Capital Llc Nov 2024 - Present
    COMPANYUptrak Capital is a leading Commodity Trading Advisor (CTA) dedicated to navigating the complexities of financial markets with precision and expertise. At Uptrak Capital, we leverage cutting-edge quantitative strategies to empower our clients with a strategic advantage in their investment journey.OVERVIEW• Launch and introduce European based Global Macro Hedge Fund to the US institutional marketplace.• Building sales and go-to-market strategy for team.• Developing relationships with key stakeholders to drive business growth.
  • Uptrak Capital Llc
    Business Consultant
    Uptrak Capital Llc Jul 2024 - Nov 2024
  • Bdo Usa
    Director Business Development, Asset Management
    Bdo Usa Apr 2023 - Dec 2023
    Chicago, Il, Us
    COMPANYBDO provides professional assurance, tax and advisory services to a wide range of publicly traded and privately held companies. OVERVIEWBusiness Development lead for assurance, advisory and tax team in NY metro region. Primary focus — expanding business with private equity/debt, hedge fund, venture capital clients . Established new relationships with key Centers of Influence including alternative funds, fund administrators, and family officesSELECT ACHIEVEMENTS*Won multi-year mandate with large hedge fund with potential to generate over $1.25mm in revenue. *Created sales and marketing strategy focused on expanding relationships with top-tier asset management prospects.*Established Women in Asset Management for NY to promote and support next generation leaders.
  • Atomyze Llc
    Director Of Business Development, Investment Management
    Atomyze Llc Feb 2022 - Oct 2022
    Greenwich, Ct, Us
    COMPANYAtomyze LLC is the global fintech company creating a tokenization platform and an advanced marketplace to source, trade, track, invest and exchange ownership of commodities, and other real assets. OVERVIEWManaged institutional business development, sales strategy, relationship management, and marketing activities for pioneering digital assets platform. Focused on industrial metals and metals contained in electric vehicle batteries.SELECT ACHIEVEMENTS*Launched sales strategy targeting 25 top institutional investors, family home offices, and fund managers.*Promoted and commercialized quantitative ESG data to support investment decisions for spot commodity digital assets.
  • Northern Trust Asset Management
    Senior Vice President - Senior Investment Specialist
    Northern Trust Asset Management Dec 2019 - Oct 2021
    Chicago, Illinois , Us
    COMPANY A $170B company, serving as the leading provider of asset servicing, fund administration, investment management, banking, and fiduciary solutions for corporations, institutions, and affluent individuals. OVERVIEWI performed portfolio consulting analysis for 25 RIAs with 50 individual models resulting in new allocations of $50M to NT products. My job scope focused on on multi-asset class models comprising mutual funds, ETFs, and SMAs. The product classes included US and global equity, investment-grade assets, high yield, alternatives, private investments, and ESG. SELECT ACHIEVEMENTS* Launched portfolio consulting to Intermediary channel covering large RIAs and TAMPs.* Directed teams to create more efficient models and portfolios for asset allocation.* Designed model portfolios, service roll-out, and sales strategies: completed model portfolio analysis, crafted decks, and presented the plan to CIOs, PMs, and sales leadership. * Build sales enablement tools: Salesforce objectives, product proof points, and competitive analysis.
  • Northern Trust Corporation
    Vice President - Business Manager, Senior Project Manager
    Northern Trust Corporation Feb 2017 - Dec 2019
    Chicago, Illinois, Us
    OVERVIEWI was a key leader in a multi-million, multi-year transformational global program for trust, investment, and other servicing fees. The challenge of the role was to achieve consistency and excellence across operation models, business processes, and technologies. My job scope focused on leading the function for North America deployment of Oracle Revenue Management and Billing (ORMB).SELECT ACHIEVEMENTS* Innovated future state model through end-to-end reviews of processes established for transformation.* Provided expert guidance on data analytics, product mapping, upstream and downstream systems.* Accelerated strategy to sustain change by building and executing operational readiness change plan.
  • Northern Trust Corporation
    Senior Project Manager
    Northern Trust Corporation Feb 2017 - Mar 2018
    Chicago, Illinois, Us
    OVERVIEWI managed high-level strategic and regulator projects enterprise-wide with the PMO office, focusing on large-scale multi-dimensional initiatives. I enjoyed leading the change management strategic planning process to define a comprehensive change plan and project timelines. SELECT ACHIEVEMENTS* Transitioned nine global funds with $1B of assets under management. * Designed methodology to automate complicated asset management processes touching every aspect of the enterprise, including regulatory filings with SEC, surprise audits, and business development pipeline.
  • Rjo Futures
    Director, Business Development And Investment Strategy
    Rjo Futures May 2016 - Feb 2017
    Chicago, Il, Us
    COMPANYOasis Investment Strategies (RJO O’Brien & Associates, LLC) Asset Management division of oldest and largest independent futures brokerage firm in the U.S.OVERVIEWDirected business and product development, market intelligence, regulatory advice, and portfolio analysis. Managed $4B of short-duration fixed-income assets for FCMs, future funds, hedge funds, and 40-Act mutual funds. SELECT ACHIEVEMENTS*Created a rebranding plan and developed strategy to promote synergist business models with dynamic products.*Represented firm with Tier 1 and 2 clients and prospects at industry conferences and media/press briefings.
  • Jk Consulting
    President - Asset Management Consultant
    Jk Consulting Jan 2015 - Jun 2016
    COMPANY OVERVIEWI was the firm's founder and owner, directing product development, project management, market intelligence, regulatory advice, and portfolio analysis. CLIENTS Longboard Asset Management, Efficient Capital Management, Meeder Investment ManagementAsset Management Consultant, 2014 to 2016SELECT ACHIEVEMENTS* Developed investment strategies for managed futures funds, fund-of-funds, & liquid alternative/40-Act mutual funds.* Influenced and directed clients’ decisions regarding manager selection, product mix, and yield-enhancing strategies. * Advised financial firms on entry into separately managed account/cash management business. * Consulted and advised high net worth clients’ holdings: U.S. Treasuries, Agencies, Investment Grade Corporate Debt.
  • Horizon Cash Management
    Senior Vp - Senior Portfolio Manager And Partner
    Horizon Cash Management Jun 2005 - Dec 2014
    COMPANYThe firm specialized in Investment advisory, short-duration portfolios for futures funds, hedge funds, family offices, and institutional investors.OVERVIEWI directed $4B short-duration fixed-income portfolio while managing a team of seven. This was a fantastic role, where I had the opportunity to propose investment strategies and portfolio construction for managed futures, CTA, hedge fund, and corporate cash clients.SELECT ACHIEVEMENTS* Won mandate to manage $2B of assets for premier CTA.* Built a competent investment team by hiring and developing top talent.* Promoted proposition and appeared on global media outlets including CNBC, Fox Business News, Bloomberg TV, and Reuters.
  • Northern Trust
    Transition Trader
    Northern Trust 2004 - 2005
    Chicago, Illinois, Us
    OVERVIEWThe firm traded a wide range of fixed-income products, including money market instruments, U.S. Treasury securities, U.S. agency securities, investment grade, and high yield corporate notes.SELECT HIGHLIGHTS* Achieved dramatic revenue increase from transition management production.
  • Melvin Securities
    Managing Director, Investment Banking
    Melvin Securities 2002 - 2003
    Us
    COMPANY The business was a minority-owned broker-dealer specializing in new issuance of equity and fixed-income products.OVERVIEWI enjoyed cultivating relationships with Fortune 250 treasury departments while managing funding needs and product origination. SELECT HIGHLIGHTS* Increased new issue participation 50%* Expanded institutional client base 60%.

Jill King Skills

Fixed Income Trading Portfolio Management Hedge Funds Equities Financial Markets Asset Management Securities Investments Derivatives Capital Markets Bonds Banking Financial Analysis Bloomberg Investment Banking Investment Strategies Investment Management Mutual Funds Buy Side Asset Allocation Finance Project Management Research Product Development Electronic Trading Options Financial Services Proprietary Trading Fx Options Trading Systems Series 7 Equity Trading Series 63 Wealth Management Currency Managed Futures Hedging Alternative Investments Trading Strategies Management Emerging Markets Risk Management Due Diligence

Jill King Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Economics

Frequently Asked Questions about Jill King

What company does Jill King work for?

Jill King works for Uptrak Capital Llc

What is Jill King's role at the current company?

Jill King's current role is ★ Senior Investment Strategist ★ Client Portfolio Manager ★ Business Development and Relationship Management ★ Alternative Assets Expert ★ Deep Understanding of Credit Markets ★ Track Record of Pivoting Skillsets.

What is Jill King's email address?

Jill King's email address is ji****@****ust.com

What is Jill King's direct phone number?

Jill King's direct phone number is +131233*****

What schools did Jill King attend?

Jill King attended University Of California, Berkeley.

What are some of Jill King's interests?

Jill King has interest in Poverty Alleviation.

What skills is Jill King known for?

Jill King has skills like Fixed Income, Trading, Portfolio Management, Hedge Funds, Equities, Financial Markets, Asset Management, Securities, Investments, Derivatives, Capital Markets, Bonds.

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