Julie Lorig

Julie Lorig Email and Phone Number

Chief of Staff at Adroit Trading Technologies @ Adroit Trading Technologies
Julie Lorig's Location
Greenwich, Connecticut, United States, United States
Julie Lorig's Contact Details

Julie Lorig personal email

About Julie Lorig

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.

Julie Lorig's Current Company Details
Adroit Trading Technologies

Adroit Trading Technologies

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Chief of Staff at Adroit Trading Technologies
Julie Lorig Work Experience Details
  • Adroit Trading Technologies
    Chief Of Staff
    Adroit Trading Technologies Feb 2024 - Present
    Stamford, Ct, Us
  • Jocassee Quantitative
    Director Of Operations
    Jocassee Quantitative Sep 2021 - Jan 2024
  • Morgan Stanley
    Vice President
    Morgan Stanley Oct 2019 - Sep 2021
    New York, Ny, Us
  • Meghalaya Partners
    Chief Financial Officer
    Meghalaya Partners May 2015 - Apr 2019
    Joined 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.
  • Southpaw Asset Management Lp
    Operations Manager
    Southpaw Asset Management Lp Jun 2005 - May 2015
    Hired 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.
  • Ss&C Globeop
    Hedge Fund Accountant
    Ss&C Globeop Dec 2002 - Jun 2005
    London, Gb
  • State Street
    Portfolio Administrator
    State Street Jun 2001 - Dec 2002
    Boston, Massachusetts, Us

Julie Lorig Skills

Hedge Funds Equities Valuation Risk Management Capital Markets Derivatives Asset Managment Fixed Income Asset Management Alternative Investments Commodity Securities Bloomberg Investments Trading Options Mutual Funds Portfolio Management

Julie Lorig Education Details

  • Saint Anselm College
    Saint Anselm College
    Business
  • University Of Connecticut
    University Of Connecticut
    Accounting

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.

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