Investment Operations Manager
Current
Oct 2024 - Present
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Mallory Jaques Email & Phone Number
Investment Operations Manager
at
CRICO
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Operations Manager
Location
Burlington, Massachusetts, United States
Company size
Who is Mallory Jaques? Overview
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Quick answer
Mallory Jaques is listed as Investment Operations Manager at CRICO, a with 148 employees, based in Burlington, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Mallory Jaques.
Mallory Jaques previously worked as Portfolio Finance, Treasury, and Operations Analyst at Adage Capital Management. Mallory Jaques holds Bachelor'S Degree, Business Administration And Management, General from Unh Peter T. Paul College Of Business And Economics.
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CRICO
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Profile bio
About Mallory Jaques
With a career spanning 17+ years, I've honed my skills as an Investment Operations Professional, focusing on portfolio finance, treasury, and operations. My tenure at Adage Capital Management allowed me to apply my expertise in investment accounting and operations to support the performance and growth of a long/short equity hedge fund.My proficiency extends to fund accounting, trade life cycle management, reconciliation, cash projection, and FX submission. I've also been instrumental in system implementations and upgrades. I apply a big picture outlook and process efficiency mindset which complement my detail-oriented approach and analytical skills. I thrive in collaborative environments where I can add value while continuously learning and growing.Over the years, I've built strong relationships with internal and external stakeholders including portfolio managers, CFOs, COOs, managing directors, prime brokers, fund administrators, and third-party vendors.I am self-driven yet relish the opportunity to work with teams that double as professional learning spaces. My goal? To continually contribute to the success and development of an asset manager and its operations team within/nearby the Boston area.If you're looking for someone who can bring this level of dedication and a unique blend of skills to your team - let's connect!
Current workplace
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2 roles
Mallory Jaques work experience
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Portfolio Finance, Treasury, And Operations Analyst
Reconciled & reviewed $40 billion AUM portfolio on a daily basis to ensure accurate timely settlement of trades & any additional relevant transactions for seven Prime brokerage accountsCollaborated with the Operations team, the Director of Operations, & the CFO to close books & records at fund administrator by the second business day following the prior period closing dateManaged the monetization of long positions in the securities finance markets through the use of Fully Paid Lending programs to offset short market financing costsGained an understanding of both long stock lending & short portfolio financing across custodiansOffset financing costs of portfolio firmwide by lending long portfolio positions for revenueMonitored & managed the re-pricing of $14 Billion short book to minimize financing costs & maximize position sustainabilityDirected allocation of new short positions & asset rebalancing across PBs to ensure proper alignment in wallet shareReviewed CDS spreads & reported quarterly on counterparty exposure to mitigate riskSuccessfully navigated the movement of assets out of a failing prime broker to preserve LP capitalPrepared & delivered daily, monthly, quarterly, annual & ad-hoc reporting requests for portfolio & senior managementExecuted FX trades to mitigate foreign currency exposure & balance cash positionsMonitored trade matching to ensure accurate & timely settlement of trades with executing brokersAssisted with set up of new brokerage relationshipsResolved issues with CSR’s at Prime brokerage Accounts & Fund Administrator to ensure accuracy of books & recordsMonitored asset servicing activity to process internally, confirm expected payment ETA(s) with counterparties & corresponded with portfolio managers regarding processing & settlement of activityUtilized & leveraged technology, systems & tools related to fund accounting to perform tasks efficientlyDocumented operational processes & procedures for routine & ad-hoc responsibilities
Jan 2008 - Nov 2022
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Mallory Jaques education
FAQ
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What company does Mallory Jaques work for?
Mallory Jaques works for CRICO.
What is Mallory Jaques's role at CRICO?
Mallory Jaques is listed as Investment Operations Manager at CRICO.
Where is Mallory Jaques based?
Mallory Jaques is based in Burlington, Massachusetts, United States while working with CRICO.
What companies has Mallory Jaques worked for?
Mallory Jaques has worked for Crico and Adage Capital Management.
How can I contact Mallory Jaques?
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What schools did Mallory Jaques attend?
Mallory Jaques holds Bachelor'S Degree, Business Administration And Management, General from Unh Peter T. Paul College Of Business And Economics.
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