Robert Jacobs
Controller | Head of Operations - Calixto Global Investors, UBS O\'Connor and UBS Hedge Fund Solutions
- Role
- Controller at Calixto Global Investors, Lp
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Robert Jacobs
As a seasoned, versatile hedge fund operations executive, I bring a unique blend of…
Experience
Controller
Dec 2015 — Present · Miami, FL, US
Report to COO of a global TMT firm that launched at $25M and peaked at $600M. Serve as member of leadership team fulfilling a broad role encompassing front office, middle office, and back office operations. Provide key data to support portfolio decision-making and risk management. Promoted during major firm reorganization, navigating a steep learning curve to build outsourced relationships and drive business process improvement ensuring firm continuity. Oversee outsourced operations and trading teams during US and Japan market hours; assist with managing an outsourced compliance team.Stock Financing | Lending – Secure hard-to-borrow international shorts, primarily in Japan. Lend out longs. Equities Trading – Assistant Trader (2017 to 2020) of Global TMT book, trading in US, Europe and Asia.Treasury – Monitor balances and requirements, maximizing spread and responding to margin calls. Broker Relationship Oversight – Direct quarterly broker vote process. Facilitate quarterly calls with equity sales coverage.Research Vendor Management – Optimize budget, negotiating contracts and pricing.NAV finalization – Perform and finalize the monthly NAV valuation for all funds.Compliance & Regulatory Reporting – Annex IV, Form PF, Form ADV, Form D, 13-F, 13-H, N-PXInvestor Relations | Marketing – Develop analyses for marketing pitchbooks and regular monthly reporting to investors. Design custom data extracts and reporting solutions for client needs.Middle Office Reporting & Analytics – Solely maintain firmwide statistical database. Create and automate daily/monthly internal reporting. Daily Operations - resolve PB breaks and trade issues
Education
SUNY Geneseo
Bachelor of Science - BS
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