Associate Consultant

Sam Belkin is an Associate Consultant at HBMJ currently working to support a Fund Administration client through various reconciliations of billions in transactions every month. Before joining the firm, Sam gained experience in a boutique sell-side firm with a role supporting Sales and Equity Research. During college, Sam won case competitions dealing with various roles in the Finance industry such as Valuation, Equity Research and Management Consulting with Big 4 Accounting firms.


Since joining the firm, he has helped his client:

· Complete daily cash reconciliations for various fund types including equity, swaps, and bank debt.

· Prepare Position and PnL reconciliations and supporting monthly GAV/NAV.

· Run control checks and investigate Price Variance from month to month.


Sam enjoys practicing various forms of Martial Arts, exploring new cities, and cooking a perfect steak.

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