Jeff brings over 5 years of experience in investment management to IMP. His background includes several roles which enhance his position as a business analyst at IMP. He was a Compliance Analyst for a global asset manager with $2.7 trillion AUM.
Prior to this role he was a Portfolio Accountant focused primarily in projects within Operations Technology and guideline monitoring for an employee-owned Investment Management firm (~$8 billion AUM). He was also a Portfolio Operations Associate at a leading global credit specialist.
Jeff is also currently working towards his Chartered Financial Analyst (CFA) designation. Jeff’s systems and software expertise include: Lz Sentinel, Bloomberg (AIM Compliance & API), Blackrock Aladdin (Compliance and Green Package), Barclay’s POINT, Portia, Currency Online, SentryPM, expert functions in Excel including Macros and VBA Script, and he has an interest in continuing to develop skills in SQL, R, and Python.