Jonathan Terlizzi

Background

About Jonathan Terlizzi

Investment management executive with demonstrated successes in building teams and establishing processes to support various asset management functions. Broad exposure across front, middle and back-office functions focused on investment operations. Experience in insourced, outsourced and offshore management models and vendor oversight. Effective large team manager coupled with the ability to work independently on task-oriented assignments. Analytic and detail minded while maintaining focus on strategic direction. Years of practical experience demonstrating knowledge and consistent expertise in data and situational analysis, problem solving, and using actionable information to move business forward. Areas of Expertise:| Asset Management | Investment Management and Operations | Talent Management | Relationship Management | Client Management | Vendor Management | Leadership | Strategic Decision-making | Board Relationship Management and Reporting | Outsourcing | Offshore Resourcing | Middle Office | Investment Recordkeeping | Valuation | Global Trade Management | Corporate Actions | Reconciliation | Risk Reporting | Performance Reporting | Attribution Analysis| Process Design | Process Re-Engineering | Data Management | Internal Audit| Risk Management | Risk Assessment |