James Amorella

Background

About James Amorella

Relationship Management Cultivated and maintained strong relationships with 15 of the top 20 DB/DC plans, public plans, and consultants in the US ensuring seamless execution of complex portfolio transitions. Collaborated with clients, internal stakeholders, and external counterparties to align investment strategies with client objectives while ensuring compliance with regulatory requirements. Investment Management / Trading Operations Managed interim multi-asset class portfolios, averaging $250 million, implementing execution strategies to optimize target exposure while mitigating benchmark and operational risk. Enhanced trading and operational workflows by partnering with global traders, portfolio managers, and operational teams to ensure the timely and accurate settlement of high trade volumes, at times exceeding thousands of trades per day. Program Management Led a high-performing team of 6 professionals responsible for over 200 transition assignments per year, supporting over $25 million in annual revenue, coordinating with cross-functional teams across trading, legal, compliance, and operations to ensure timely execution, mitigating t-costs, exposure, and operational risks. Managed end-to-end project lifecycles for initiatives impacting multi-billion dollars in AUM across the spectrum of investment vehicles, including separate accounts, collective trust funds, mutual funds, ETFs, and customized OCIO strategies. Risk Management Assessed and mitigated operational, market, and counterparty risks across multi-billion dollars in investments and transition management processes. Contributed to the development of risk management frameworks and controls, ensuring 100% compliance with regulatory requirements, enhancing operational resilience and scale.