MEET OUR TEAM
Jason Haller has been a Senior Consultant with HBMJ for over 8 years. He is the team lead on a Geneva® and World Investor conversion for a multibillion-dollar private equity
firm. In addition to leading support on all Geneva® questions ranging from swaps to bank debt, Jason is an expert in report enhancement, automation solutions, and complex product structures.
In recent years, Jason has been instrumental in assisting our clients through responsibilities such as:
· Lead Business Analyst on all Geneva® work related to a $15bn AUM hedge fund
· Manager responsible for overseeing daily cash and quarter-end trial balance reconciliations for 750+ legal entities for a $60bn AUM PE firm
· Onboarding a publicly traded bank debt portfolio in Geneva®
Prior to HBMJ, Jason spent over 10 years in the hedge fund space with a focus on derivatives and fixed income products. He brings a wealth of experience from his time at SAC Capital and Woodbine Capital, where his work ranged from back office Geneva® accounting and confirmation analysis to middle office trade capture and P&L reporting in support of front office trading.
Jason lives in Connecticut with his wife and two children, who keep him busy with their interest in chess, soccer, lacrosse, baseball, and basketball.