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A seasoned investment management professional with extensive buy and sell-side market experience honed more recently as a management team member heading fund finance at top tier global macro and multi-strategy investment managers and previously leading model, valuation and product control functions at several distinguished US investment banks.An accomplished track record designing, implementing and heading finance functions supporting the launch and day to day running of multi-billion Dollar Alternative Investment Funds with a pass-through expense model, as well as reengineering, scaling and leading finance functions that sustainably support ambitious investment growth strategies while safe guarding investor capital. Skilled in working with complex products, accounting, tax, technology, data, processes, regulation and governance across the investment life cycle. Commercially minded with a proven track delivering innovative and transformative change.Accomplished in developing diverse, analytical and high-energy teams in a fast paced and dynamic environment. Adept in collaborating across geographic and functional lines as an effective partner to all stakeholders in the achievement of common goals.
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Taula Capital ManagementTaula Capital Management Jan 2024 - Present -
Head Of Fund FinanceEisler Capital Nov 2020 - Dec 2023- Financial oversight for: - $4Bn expense passthrough multi-strategy Master-Feeder AIFs. - $4Bn macro Master-Feeder AIFs with a 2/20 style fee structure. - Various segregated portfolios investing in for e.g. Digital/Crypto Assets and focused fixed income strategies.- Responsible for valuation and product control, expense budgets, expense allocation, fund accounting, oversight of Administrator NAV and respective policies.- Voting member of Valuation Committee and other key business function committees.- Design, implementation and leadership of fund accounting, tax and product control functions.- Delivery of key strategic projects incl. CSA re-papering, migration to new Portfolio Management Systems, re-engineering of Flash/Revised trading PLs and shadow share class performance estimates. -
Markets And Securities Services 1Lod Business Risk, Control And GovernanceCiti Jul 2020 - Nov 2020London, England, United Kingdom- Global Front Office valuation and risk model regulatory remediation programmes -
Executive Director, Global Lead For Macro (Ir, Fx, Em & Hybrid) Model ControlMorgan Stanley Jun 2018 - Jan 2020London, United Kingdom- Independent valuation and risk model monitoring, backtesting, reporting, certification and governance- Regulatory risk and remediation programmes -
Executive Director, Emea Lead For Xva & Business Resource Management Valuation ControlMorgan Stanley Apr 2015 - Jan 2020London, United Kingdom- Independent review and governance of complex and evolving xVA valuations using external data sources and internal models -
Executive Director, Emea Lead For Macro (Ir, Fx, Em & Hybrid) Valuation ControlMorgan Stanley Apr 2011 - May 2018London, United Kingdom- Independent review and governance of Fair Value Hierarchy 1, 2 & 3 asset and liability valuations using external data sources, internal models, post model valuation adjustments and innovative techniques- Regulatory risk and remediation programmes including PruVal AVA development and implementation -
Vice President, Global Lead For Structured Credit Products Valuation ControlMorgan Stanley Sep 2009 - Mar 2011London, United Kingdom- Independent review and governance of highly structured Fair Value Hierarchy 1, 2 & 3 asset and liability valuations using external data sources and internal models -
Senior Manager, Global Lead For Structured Credit Products, Product ControlMorgan Stanley Jul 2005 - Aug 2009London, United Kingdom- Independent trading P&L production, attribution, review and reporting for highly structured asset and liabilities -
Associate, Fixed Income Middle Office (Ir, Credit & Proprietary Trading) Book RunnerJpmorgan Chase & Co. Nov 2000 - Jun 2005London, United Kingdom- Trade capture, T0 flash, T1 actual P&L production and market risk reporting
Neil Everett Skills
Neil Everett Education Details
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Available Upon RequestAvailable Upon Request
Frequently Asked Questions about Neil Everett
What company does Neil Everett work for?
Neil Everett works for Taula Capital Management
What is Neil Everett's role at the current company?
Neil Everett's current role is Taula Capital Management.
What is Neil Everett's email address?
Neil Everett's email address is ne****@****ley.com
What schools did Neil Everett attend?
Neil Everett attended Available Upon Request.
What skills is Neil Everett known for?
Neil Everett has skills like Auditing, Valuation Risk Specialist, Strategic Influence, Decisiveness, Stakeholder Management, Independent Thinking, Fixed Income, People Management, Ifrs9, Valuation, Prudential Regulation, Microsoft Powerpoint.
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Neil Everett
Currently Seeking A Graduate Level Role In Information Technology And Finance.Twickenham -
2games-workshop.co.uk, innisandgunn.com
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3housing.org.uk, cimaglobal.com, ican.org.uk
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1acona.com
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