Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jamie Muldoon

Berlin

Summary

Performance-driven Vice President with several years of experience aligning systems with business requirements, policies and regulatory requirements. Results-oriented individual passionate about applying excellent organization and communication skills to drive performance.

Overview

16
16
years of professional experience

Work History

Vice President

GLOBAL ATLANTIC FINANCIAL COMPANY
Boston, MA
01.2018 - 07.2021
  • Managed a team of 26 individuals across multiple asset classes, including real estate, fixed income, credit, derivatives, specialty finance and transportation
  • Due diligence and closing of new esoteric deals and large reinsurance deals over $1bn
  • Managed custodial and trust banking relationships across multiple banks with over 75 accounts.
  • Evaluated and implemented organizational development strategies including all new products to support business growth and streamline operations

Assistant Vice President

GLOBAL ATLANTIC FINANCIAL COMPANY
01.2016 - 01.2018
  • Implemented BlackRock Aladdin across multiple entities and developed daily workflow for all asset classes
  • Developed derivative trading platform, FIS and set up
  • Ensure timely security setup, settlements and position management
  • Created the Employee Activities Committee across 5 offices and over 600 employees

Operations Specialist

BERKSHIRE PARTNERS LLC
01.2011 - 01.2016
  • Responsible for the process and systems of daily trading activity
  • Implemented the trading and accounting program, Advent Moxy and Axys
  • Coordinate the fundraising activity for the Hedge Fund, including creation and distribution of performance results
  • Managed internal relationships with Accounting, IT, Human Resources and Compliance
  • Investor relations contact for existing and potential Limited Partners
  • Work with CFO and General Counsel to build and implement compliance procedures
  • Created marketing material for potential investors and generated a communication tracking system in CRM
  • Originated the undergraduate recruiting program for an analyst position and organized a training program.

Assistant Trader

BERKSHIRE PARTNERS LLC
01.2008 - 01.2011
  • Work with Portfolio Manager to place daily trades based on portfolio strategy or market fluctuation
  • Interaction with prime broker and fund administrator to reconcile and match accounting records to maintain daily/monthly investor allocation
  • Collaborated with analysts and coverage traders to distribute relevant market information.
  • Reconcile cash on a daily basis throughout all fund accounts and compile detailed spreadsheets
  • Built various quantitative models to forecast fund performance and static portfolios.

Assistant Production Coordinator

NBC/UNIVERSAL
01.2006 - 01.2008
  • Coordinated the production responsibilities for the NBS show 'Heroes.' Supervised and assigned production office assistants in daily tasks and special projects
  • Monitored and tracked progress of all production tasks for on-time delivery.
  • Liaised with production manager, suppliers and vendors to support production needs.

Education

Master of Business Administration - Corporate Social Responsibility and Sustainability

SIMMONS COLLEGE
01.2011

Bachelor of Science in Journalism -

EMERSON COLLEGE
01.2005

Skills

  • Leadership
  • Software Evaluation and Implementation
  • Relationship Management
  • Client Relationship Building
  • Complex Problem-Solving
  • Microsoft (Outlook, Word, Excel, PowerPoint and CRM)

Timeline

Vice President

GLOBAL ATLANTIC FINANCIAL COMPANY
01.2018 - 07.2021

Assistant Vice President

GLOBAL ATLANTIC FINANCIAL COMPANY
01.2016 - 01.2018

Operations Specialist

BERKSHIRE PARTNERS LLC
01.2011 - 01.2016

Assistant Trader

BERKSHIRE PARTNERS LLC
01.2008 - 01.2011

Assistant Production Coordinator

NBC/UNIVERSAL
01.2006 - 01.2008

Master of Business Administration - Corporate Social Responsibility and Sustainability

SIMMONS COLLEGE

Bachelor of Science in Journalism -

EMERSON COLLEGE
Jamie Muldoon