Joseph S.

Skills

Multi asset financing
Trading and operation process improvement
Relationship management
Equity Capital Markets (ECM)
Transaction Cost Analysis (TCA)
Financial oversight
Vendor management
Human Capital. Capable of handling large group of direct reports

About

With extensive experience in operational and financial management, I bring a proven track record of optimizing processes, driving organizational efficiency, and delivering measurable results in the hedge fund industry.
Most recently, I founded a consulting firm specializing in strategic advisory services for hedge funds. Acting as COO and CFO for clients, I have successfully overseen operational transformations, risk management, compliance, and investor relations. My ability to streamline workflows and implement robust financial controls has consistently enhanced efficiency and performance for my clients.
Throughout my career, I have led team buildout and infrastructure enhancements, designing onboarding frameworks and optimizing resource allocation across silos within an organization. My work has included structuring team budgets, refined compensation models, and providing teams with resources needed to excel.
Additionally, I have spearheaded operational and trading platform initiatives, created a dialogue with senior relationship managers, enhanced broker relationships, refined workflows across the organization, and implemented scalable execution strategies to improve efficiency and performance.
My experience in cross-functional coordination and vendor management has allowed me to bridge the gap between investment and non-investment teams, aligning operations, compliance, risk, and technology to drive firmwide initiatives. Managing external vendors to optimize non-investment functions has been a critical part of this work.