Jason Roach
Managing Director, Head of PGIM Investment Operations
- Role
- Managing Director - Head of Investment Operations, Pgim at PGIM
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jason Roach
Proven Chief Operating Officer with over two decades of leadership in investment management, insurance and reinsurance. I’ve had the privilege of building and steering high-performing teams and platforms across business strategy, investments, operations, treasury, finance, and more. My career has centered on creating scalable platforms that have collectively supported ~$1.6T+ in AUM, driving sustainable growth and operational excellence.My expertise spans investment management, insurance and reinsurance, operations, strategic planning, forecasting, M&A, and treasury, with a proven track record of delivering results in complex, dynamic environments. Centered on fostering innovation and building technology enabled infrastructure that empowers teams and organizations to thrive.
Experience
Managing Director - Head of Investment Operations, Pgim
Mar 2026 — Present
Expanded role leading investment operations across all PGIM investment businesses.
Education
Bryant University
BS, Accounting / Finance
Skills
- Risk Management
- Portfolio Management
- Financial Structuring
- Operations Management
- Equities
- Trading
- Investment Banking
- Investments
- Derivatives
- Financial Analysis
- Securities Lending
- Prime Brokerage
- Valuation
- Business Development
- Mergers & Acquisitions
- Insurance
- Management
- Financial Services
- Structured Finance
- Alternative Investments
- Private Equity
- Asset Management
- Equity Derivatives
- Finance
- Securities
- Business Strategy
- Financial Modeling
- Capital Markets
- New Business Development
- Due Diligence
- Fixed Income
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