Jason Perras CPA, CA

Experience

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  PwC

  May 1997 - Oct 2003

  Manager
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  Deloitte Cayman Islands

  Nov 2003 - Jun 2004

  Senior Associate
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  UBS

  Jul 2004 - Dec 2015

  Division Head
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  MUFG Investor Services

  Dec 2015 - Jul 2019

  Head of Client Operations, Cayman - MUFG took over UBS

  - Head of Client Operations managing client facing teams of 80+ professional staff responsible for the operational delivery of fund accounting and related NAVs, client reporting, and other services as specified in client agreements servicing single manager hedge funds, funds of hedge funds, and private equity funds.- Oversaw all aspects Cayman Client Operations and Trust (prior to taking on Cayman Client Operations) including, but not limited to: efficiency analysis, client service, risk management, internal reporting, utilization and profitability analysis, and staffing.- Worked closely with other areas of business achieving overall mission including: business and product development, legal and compliance, regulatory reporting, and registrar and transfer agency.- Involved in business development meeting prospective clients while serving as a business relationship contact for large onboarding relationships.- Developed and maintained strong relationships with clients ensuring a high level of customer satisfaction and client retention including acting as the senior Client Service contact for certain clients.- Advised on and contributed to the improvement of internal processes including analyzing and implementing efficiencies, monitoring risk management processes, and execution of target operating models.- Involved in global working groups focused on achieving the short, medium, and long-term strategy.- Led technical and professional development for Client Operations team members.- Provided insight into various internal checklists, policies and procedures.- Knowledge of various regulatory requirements including: AML and KYC, FATCA and CRS, AMLCO and MLRO, AIFMD, beneficial ownership, and economic substance. Show less

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  N/A

  Jul 2019 - Oct 2023

  Sabbatical
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  Calderwood

  Oct 2023 - now

  Independent Director