Julie Lorig Email and Phone Number
Julie Lorig personal email
- Valid
Julie Lorig is a Chief of Staff at Adroit Trading Technologies at Adroit Trading Technologies. She possess expertise in hedge funds, equities, valuation, risk management, capital markets and 13 more skills.
-
Chief Of StaffAdroit Trading Technologies Feb 2024 - PresentStamford, Ct, Us -
Director Of OperationsJocassee Quantitative Sep 2021 - Jan 2024 -
Vice PresidentMorgan Stanley Oct 2019 - Sep 2021New York, Ny, Us -
Chief Financial OfficerMeghalaya Partners May 2015 - Apr 2019Joined the firm prior to the Fund launch, implementing all back office, administrative and compliance aspects. This included the review of vendors for OMS, onboarding auditors, prime brokers, administrator and other required functions such as DTCC. Also worked closely with outside counsel to finalize all fund documents, ISDAs and prime broker agreements. Collaborated with counsel and compliance advisors to meet SEC filing requirements including filing ADV, Form D as well as Blue Sky, 13H and 13F as needed once the firm launched. Implemented and developed a compliance program and internal controls for the firm. Work with administrator and auditors on all regulatory updates related to FATCA, CRS and Cayman Anti-Money Laundering compliance. Manage all back and middle office functions including fund accounting, trade settlement, finance, and treasury. Manage and oversee the Fund Audits as well as Review monthly pricing, monthly NAV, and monthly management and incentive fee calculations completed by the Administrator. Main point of contact for all aspects of the management company. Implemented and manage the operating budget and address all management company expenses. Responsible for human capital management, and office management, including overseeing technology. Work closely with technology and HR vendors to ensure day to day tasks are uninterrupted.
-
Operations ManagerSouthpaw Asset Management Lp Jun 2005 - May 2015Hired at the Fund inception. Worked with the CFO to develop all broker dealer relationships and settlement accounts. Developed and implemented all back office functions including Fund Accounting, Operations, Finance, Treasury, Margin, Compliance and Reporting. Built out the team as the fund assets grew.
-
Hedge Fund AccountantSs&C Globeop Dec 2002 - Jun 2005London, Gb -
Portfolio AdministratorState Street Jun 2001 - Dec 2002Boston, Massachusetts, Us
Julie Lorig Skills
Julie Lorig Education Details
-
Saint Anselm CollegeBusiness -
University Of ConnecticutAccounting
Frequently Asked Questions about Julie Lorig
What company does Julie Lorig work for?
Julie Lorig works for Adroit Trading Technologies
What is Julie Lorig's role at the current company?
Julie Lorig's current role is Chief of Staff at Adroit Trading Technologies.
What is Julie Lorig's email address?
Julie Lorig's email address is jm****@****ail.com
What schools did Julie Lorig attend?
Julie Lorig attended Saint Anselm College, University Of Connecticut.
What skills is Julie Lorig known for?
Julie Lorig has skills like Hedge Funds, Equities, Valuation, Risk Management, Capital Markets, Derivatives, Asset Managment, Fixed Income, Asset Management, Alternative Investments, Commodity, Securities.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial