Jemy Stephen

Performance Reporting & Data Services @Commonwealth Financial Network

Cambridge, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2023 — Present

Performance Reporting & Data Services @Commonwealth Financial Network

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Boston, MA, US

Brought in as a technical lead to enhance the firm’s composite performance reporting framework, ensuring alignment with SEC regulatory requirementsLed the transition of composite data from legacy systems to a modern reporting platform, improving accuracy, scalability, and validation controlsStreamlined workflows and implemented robust data validation methodologies, increasing operational efficiency and reducing reporting errors

EDUCATION

2006 — 2009

University of Cape Town

Bachelor of Commerce (B.Com.), Economics and Finance

SKILLS

AnalysisMicrosoft OfficeResearchAsset ManagementPortfolio ManagementFinancial ReportingAnalytical SkillsBusiness AnalysisInvestmentsEquitiesFinancial AnalysisRisk ManagementFinancial ModelingManagementMicrosoft Excel

ABOUT JEMY STEPHEN

Investment performance and analytics leader with 13+ years of experience across asset management and pension funds. I’ve led global teams of 30+ staff, driven operational transformation, and improved reporting efficiency by up to 50%. I bring deep international experience and a passion for building scalable, compliant processes. I enjoy creating data-driven solutions, solving complex challenges, and mentoring teams to deliver meaningful results.

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