Jill Stassel

About Jill Stassel

About Me:I am a seasoned consultant with over a decade of experience in investment management and financial services. My expertise lies in bridging the gap between strategy and execution, specializing in front and middle office operations, complex project management, and software implementation. I thrive in dynamic environments, driving transformational initiatives and delivering tangible results for asset managers, traders, and portfolio teams.Key Areas of Expertise: • Front Office Operations: Former Trading Assistant with hands-on experience across municipal bond desks and multiple trade floors. Proficient in both passive (equity-focused) and active investment strategies across asset classes, including fixed income (TBAs, Treasuries, Munis, Repos, Corporates). Additionally, I’ve served as a front office business analyst, enhancing operational workflows and trade execution. • Middle Office Leadership: Successfully led domestic and global middle office teams, managing settlements and matching across 30+ custodians and 5+ service providers. I bring a nuanced understanding of global client requirements, including expertise in Japanese settlement protocols. • Project Management: Experienced in driving complex front and middle office projects, from inception to completion. I excel at managing cross-functional teams and aligning technical and business objectives to achieve strategic goals. • Service Provider Optimization: Skilled in developing and enhancing outsourcing models, improving service provider relationships, and resolving high-impact client challenges to maintain operational excellence. • Software Implementation: Proven track record of leading Charles River Development (CRD) implementations and executing seamless data migrations using SimCorp Dimension (SCD). I am proficient in managing the end-to-end product implementation lifecycle. • Technical Expertise: Deep proficiency with industry-standard tools and platforms, including CRD, SCD, Tradeflow, Bloomberg, Jira, Miro, Visio, AzDo, and Confluence.I am passionate about delivering operational efficiencies, fostering innovation, and empowering financial teams to achieve their full potential. Let’s connect to discuss how I can help drive value for your organization!

Experience

1. Senior Consultant - Oms Scoping & Rfp at Large Asset Manager

   Meradia

   Sep 2023 — Present · Charlotte, NC, US

   Client had built an overly complex custom platform & integrated it with CRD, resulting in significant customization. With the recent implementation of SCD IBOR, client was seeking to commence an RFP to determine which platform met future growth requirements.• Assisted the client with implementation strategy by assessing and refining existing requirements, created target state process and reporting inventory, and built trading and compliance requirement specifications for target state process flows.• Took ownership of strategy by assisting in vendor scoping sessions, determining implementation timeline and sequencing, & built overall implementation strategy, testing strategy and data conversion strategy.• Helped built a consolidated portfolio management and trading design by standardizing workflows, coordinating vendor demos of investment capabilities to guide future state design, and drive consensus by implementing vendor strategies and timelines.

Education

• Birmingham-Southern College

  Bachelor's degree

  2007 — 2011