Mark Jelic

Background

About Mark Jelic

A collaborative and driven global mutual fund management senior vice president with more than 15 years of experience leading teams through strategic operation and administration of +1k funds and +$1T in assets for Americas-based fund complexes across the U.S, Canada, and Brazil. Throughout my tenure with PIMCO, a global investment management firm, I’ve served as a respected business partner to C-Suite leadership and board of directors members, delivering subject matter expertise on mutual fund fees and performance, expense strategy, pricing changes, and outsourced resources. Additionally, I serve as a board member for Brethren Community Foundation, overseeing investment approval of a $15M endowment delivering +$2M in grants to senior and youth organizations. As a process improvement strategist and change management leader, I continuously strive to deliver solutions to business challenges while fostering professional growth among my team. Having developed and implemented an 8-person talent management team, PIMCO’s Americas Operations organization is now equipped and effectively delivering performance recognition and internship, mentorship, and job rotation support to +150 team members. I can be reached at mark.jelic@gmail.com. Competencies: Team Leadership · Talent Management · Cross-Functional Leadership · Staff Development · Vendor Management · Relationship Management · Customer Service · Collaboration · Cross-Functional Communication · Task Prioritization and Delegation · Mutual Fund Oversight and Administration · NAV Oversight · Project Management · Financial Administration · Expense Management · Financial Analysis · Business/Credit Risk Analysis · Root Cause Analysis · Risk Management and Mitigation · Board of Directors Reporting · External Reporting · Regulatory Reporting · Quality Assurance · Audit Management · Policy and Procedure Development · Continuous Process Improvement · Mergers and Acquisitions · Agile Methodologies · Microsoft Office Suite · Business Objects · SQL · VBA · SharePoint · Bloomberg · Box · Slack · Lucid · CRM