Jonathan Gavin Email & Phone Number

Boston, Massachusetts, United States

Luxembourg

Two and a half year expat assignment in Luxembourg to provide leadership and improve the operating model for the firm’s largest global client. Acting as the primary client relationship owner in Luxembourg with oversight of accounting, custody, change management and client service across complex UCITS products. Partner with the client to identify key areas of risk and introduce solutions to benefit both organizations. Provide scalable operational alignment across EMEA and the client relationship globally.

Boston, Ma

Led client service and operational teams for the company’s largest, global client. Oversight of accounting, custody, and audit support through a high-growth period requiring operating model redesign, large-scale technology initiatives across both organizations, and acquisitions of ETFs and Mutual Fund providers in North America and EMEA.

Boston, Ma

Managed a team of 25 individuals to perform daily accounting operations for US and Canadian ETFs. Contribute to the development of new applications to support the business, and create comprehensive Excel macros to streamline processing, generate efficiencies, and mitigate risk. Spearheaded multiple conversions of new funds from former custodians to State Street, including planning and coordinating with internal groups, and working closely with the client throughout the process.

Boston, Ma

Managed daily operations of master/feeder and multi-class mutual funds through a conversion from the IBT to State Street operating system.

Boston, Ma

Processed daily custody and accounting transactions for mutual funds holding equities, fixed income securities, futures, forwards and swaps.

Bachelor Of Science (B.S.), Business Administration And Management, General

Education record