Jeffrey D'Auria

Experience

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  SunGard - Shaw Data

  Jan 1992 - Dec 1992

  Manager – Account Management

  • Managed a staff of 6 account managers responsible for servicing Shaw Data’s top 50 high profile clients.

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  Princeton Financial Systems, Inc

  Dec 1992 - Apr 2000

  • Supervised a staff of 10 project managers and data conversion analysts who were responsible for implementing the PAM investment accounting and portfolio management system.• Coordinated the creation of standardized and re-usable documentation used throughout the implementation process by clients and PFS personnel.• Developed service level agreements with internal departments defining interaction resulting in increased productivity by reducing the number of internally and client initiated queries. Show less

  • Managing Director - Implementation & Conversions, North American Operations

    Feb 1998 - Apr 2000

  • Project Manager, Implementation & Conversions

    Dec 1992 - Feb 1998
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  Cutter Associates, Inc.

  Apr 2000 - Apr 2018

  Senior Consultant

  Cutter Associates works exclusively with investment management firms providing consulting services on design strategies, system selection, and implementations. Representative projects include:Project Manager for System Implementations• Project Manager for a $30B asset manager who was in-sourcing middle and back office functions (EAGLE) and outsourcing trade processing (BBH). Managed a team of 10 vendor and 16 client IT and business staff.• Oversaw project management during an accounting and performance implementation (EAGLE) for this $175B asset manager. Responsible for all aspects of project management including project charter, scope, risks, assumptions, milestones, communication plan, project plan, sponsor updates / presentations, along with day-to-day management of project tasks and resources.• Provided project management and implementation expertise for this $55B state owned corporation during their enterprise wide implementation of BlackRock’s hosted application, Aladdin. Business Needs Analysis• Authored requirement documents for a $40b state agency to enhance their general ledger, automate reconciliation between external managers and custodians, and develop a new monthly reporting package.• Provided system development expertise for enhancements related to rebalancing and compliance for a Canadian asset manager.Vendor Search and Selection• Investment accounting and performance measurement search and evaluation for a $30B asset manager.• Derivatives system search and evaluation for a financial services organization whose derivatives desk managed over $10B at the time.Current State Assessment• Analyzed investment operations for a $90B state pension fund including identifying and reviewing existing systems, business partners, data workflows, processes, and related controls. Show less

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  N/A

  Jul 2018 - Jun 2019

  Early Retirement Training Program

  Reported to the Managing Director of Honey Do Projects. Specialized in outdoor home revitalization. Effectively worked through loosely defined requirements, numerous change requests, and tight deadlines. Successful completion of projects involving tree removal, landscaping, woodworking, gardening, painting, patio building, sheet rocking, and more. Downtime was spent enjoying recreational activities such as biking (over 8,000 miles in 16-months), hiking through OR state parks, and walking along the OR coast, which is dramatically different than the New Jersey shore. Show less

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  JAD Consulting

  Jul 2019 - now

  Independent Financial Services Consultant

  Providing consulting services on business processes, system selection, and implementation expertise to the investment management industry, with a focus on buy-side institutional investment managers and service providers.