D. Jay WULF
Omaha,NE
Summary
Results-driven Executive with extensive operational finance expertise. Achieved strategic growth through financial modeling, accounting, and treasury management while fostering cross-functional collaboration. Led departmental alignment towards business objectives and enhanced customer satisfaction through effective budget management and relationship cultivation.
Overview
30
30
years of professional experience
Work History
Chief Administrative Officer
Highland Good Steward Management
Birmingham, AL
01.2007 - 01.2020
- Worked with investment advisors, fund administrators, domestic and international legal counsel, investor clients, auditing firms, custodians, and regulatory entities.
- Executed investment management contracts, ensuring compliance and alignment with 22 underlying managers and prime brokers.
- Supervised audits of hedge funds and managers.
- Led conversion process, integrating fund administrator, legal counsel, banking and custody provider, researchers, and auditors to enhance operational efficiency.
- Oversaw financial reporting, corporate banking, financial modeling, accounting, and budgeting.
- Coordinated financial metrics to evaluate manager performance, fund returns, and internal performance indicators.
- Handled onshore/offshore regulatory compliance activities and responsibilities.
- Served as investor relations point of contact.
- Converted 100-percent of investors to new entity through complex considerations and regulatory concerns.
- Managed hedge fund conversion from existing structure to new entity in six weeks.
- Reviewed and approved monthly accounting packages of two funds and over 50 investor statements.
- Created and delivered business presentations every quarter to multiple business partners.
- Adapted requirements for replacing investment advisor (AIG Investments) after market crash.
- Founded in 2007, Highland Good Steward Management's (HGSM) goal is to provide innovative investment products to socially responsible investors around the globe by combining excellent investment advisors with HGSM's socially responsible investment policies.
Investment Manager, Endowment
Birmingham-Southern College
Birmingham, AL
01.2000 - 01.2006
- Managed $150 million endowment, worked with Board of Trustees, and integrated endowment into college's long-term strategic plan.
- Coordinated manager performance evaluations, conducted due diligence research, executed security transactions, and designed asset-allocation policies.
- Managed cash flow forecasting, ensured regulatory compliance, facilitated annual audits, and oversaw budgeting functions.
- Managed real estate holdings and served as representative for real estate transactions, estate gift administration, and other legal matters.
- Directed corporate banking relationships.
- Absorbed role of Purchasing Manager and directed all purchasing functions, all departmental staffing issues, contract negotiations and administration, and service and equipment leasing.
- Reduced purchase order volume by 38% in first year.
- Delivered monthly reports to Board of Trustees' eight-member sub-committee, providing insights on endowment performance and strategic recommendations.
- Affiliated with the United Methodist Church and founded in 1856, Birmingham-Southern College is a private liberal arts college with more than 1300 students from 33 states and 16 foreign countries.
Vice President
Morgan Keegan & Company
Birmingham, AL
01.1990 - 01.2000
- Oversaw institutional asset and liability management consulting service.
- Led development of product format and content for senior-level client presentations, enhancing client engagement and communication.
- Maintained lead role in developing product format and content for senior-level client presentations.
- Acquired Series 7 and 63 licenses to ensure compliance with financial regulations.
- Received several awards for improving sales of fixed income brokers and increasing their production.
- Provided analytical support to institutional sales force of 15 brokers, facilitating informed decision-making and strategic sales initiatives.
- Received multiple awards for boosting fixed income broker sales and significantly increasing production.
- Acquired by Raymond James Financial for $930 million in 2012, Morgan Keegan engages in investment & financial planning, investment banking, fixed income products, and asset management.
Education
Master of Arts - Public and Private Management
Birmingham-Southern College
Birmingham, AlabamaBachelor of Science - Business Administration: Finance Concentration
University of Nebraska
Lincoln, NebraskaSkills
- Business Operations
- Business Planning
- Strategic Management
- Client Development
- Relationship Management
- Project Management
- Leadership
- Team Leadership
- Training
- Financial Strategy
- Budgeting
- Corporate Finance
- Auditing
- Compliance
- Regulatory Compliance
- Internal Controls
- Operational Audits
- Process Improvement
- Policies Development
- Procedural Development
- Analysis
- Research
- Due Diligence
- Financial Forecasting
- Modeling
- Reporting
- Treasury Functions
- Negotiation
- Investments
- Funding
- Organizational Development
- Program Development
- Finance
- Microsoft Word
- Excel
- PowerPoint
- Outlook
- CRM
- Bloomberg Terminal
- Google Docs
- WebEx
- Phone Conferencing
- Webinars
- Chrome
- Firefox
- PC proficiency
- Mac proficiency
- Supervision
- Presentation
- PC proficiency
- Mac proficiency
Timeline
Chief Administrative Officer
Highland Good Steward Management
01.2007 - 01.2020
Investment Manager, Endowment
Birmingham-Southern College
01.2000 - 01.2006
Vice President
Morgan Keegan & Company
01.1990 - 01.2000
Master of Arts - Public and Private Management
Birmingham-Southern College
Bachelor of Science - Business Administration: Finance Concentration
University of Nebraska