Summary
Overview
Work History
Education
Skills
Related Skills
Timeline
Generic

JACKSON TAYLOR

New York,USA

Summary

Dynamic VP at State Street Bank specializing in portfolio valuation, vendor management and application integration/development. Proven ability to lead cross-functional teams and deliver impactful results through innovative application development and strategic insights.

Overview

16
16
years of professional experience

Work History

VP-Global Centralized Pricing Lead

State Street Bank
New York, USA
01.2016 - Current
  • Directly managed staff of 10+ in North America that oversaw daily portfolio valuations for all hedge funds within SST Alternative Investment Services.
  • Oversaw 40 full-time employees across global hubs in China, Poland, and India, ensuring alignment with organizational objectives and operational efficiency.
  • Facilitated real-time T0 Price sourcing and analysis of scrubbed vendor feeds resulting in verified reporting and compressed SLA timelines across all products: Equities, Options, Futures, Bonds, Fx-Spot/Forwards, OTC’s- Swaps. FX Options etc.
  • Led the SST Pricing Applications as Product Owner.
  • Worked with Industrial Agile Dev teams: Writing Stories, Organizing Epics, Performing Acceptance Reviews and Shakeouts/Prod releases.
  • Rationalized enterprise application integrations (SST native/non-native Geneva), consolidating redundant interfaces to lower operational risk, minimize technical debt, and enhance data integrity and regulatory compliance.
  • Owner of SST Price Matrix used to tailor vendor feeds to client Valuation Policies.
  • Rolled out vendor Asset level rules while ensuring maximum cost mitigation and client price transparency.
  • Partnered with internal stakeholders and Price Vendors (ICE/ IHS S&P Global/Bloomberg/LSEG) on contract maximization while automating real time evaluation services.
  • Worked to reduce contract hits/costs while ensuring all Dealing Date NAVs completed.
  • Conducted FX valuation for the entire SST hedge fund client suite.
  • Scrubbed spot/forward point data per SOC1 controls and facilitated audit/client interpolation queries.
  • Produced monthly productivity reports and KPIs for worldwide Pricing offices, utilizing tangible metrics to optimize FTE allocation in accordance with revenue streams and client priorities.

AVP-Middle Office Operations Manager

State Street Bank
New York, USA
01.2010 - 01.2016
  • Managed hedge fund and private equity trade consumption for all Asset classes within Middle Office for $400 billion AUM.
  • Led Global Security Master team to create asset setups using Bloomberg security reference data, ensuring accurate and timely data management.
  • Facilitated opening of offices in APAC/EMEA and US-Kansas City/Sacramento; resulting in follow the sun coverage and cutting client deliverables timeframe by 25%.
  • Chaired focus group of middle office stakeholders to prioritize application development and allocate IT funding effectively.
  • Conducted deep dive of client deliverables/contracts to identify optimal right-shoring opportunities while mitigating operational risks.
  • Designed new hire onboarding training and SOPs while directly hiring 30+ staff.
  • All new setups reconciled to ICE and Corp Actions processed for General Ledger consumption.

Education

B.A. - Economics

Vassar College
Poughkeepsie, NY

Skills

  • Pricing Direct Inc evaluation
  • Portfolio valuation skills
  • BAML strategies
  • Bloomberg and LSEG analysis
  • Aladdin by BlackRock familiarity
  • IHS S&P Global insights
  • MyStateStreet knowledge
  • Vendor management efficiency
  • Risk mitigation techniques
  • Rules and regulations understanding
  • Performance monitoring acumen
  • Cross-functional team leadership
  • Policy and procedure development
  • Application development capabilities
  • Jira and Geneva utilization
  • Microsoft Suite proficiency
  • Google Sheets expertise
  • Policy and procedure development

Related Skills

Microsoft Suite, Google Sheets, JIRA, Geneva, Aladdin by BlackRock, MyStateStreet, Bloomberg, LSEG, IHS S&P Global, Pricing Direct Inc., WMR, Duff Phelps LLC, BAML

Timeline

VP-Global Centralized Pricing Lead

State Street Bank
01.2016 - Current

AVP-Middle Office Operations Manager

State Street Bank
01.2010 - 01.2016

B.A. - Economics

Vassar College
JACKSON TAYLOR