Jemy Stephen
Performance Reporting & Data Services @Commonwealth Financial Network
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WORK HISTORY
Performance Reporting & Data Services @Commonwealth Financial Network
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
University of Cape Town
Bachelor of Commerce (B.Com.), Economics and Finance
SKILLS
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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