Jon Ambos

Jon Ambos is a results-oriented senior operational leader and advisor with a wealth of technology experience in institutional asset management and hedge funds. He is a change agent known for his ability to analyze issues and implement STP solutions while driving process improvements, enhancing growth, client satisfaction, and staff development, all while achieving cost savings. His diverse skill set makes him suitable for various functions.

Ambos' core competencies include outsourcing & offshoring, operating procedures and controls, middle office management, client onboarding, business transformation, transaction processing, portfolio accounting (IBOR) and reporting, reconciliation, client and billing reporting, corporate actions/proxy, reference data and pricing, investor relations, benchmarking, SLA's and metrics, operational risk management, and agile project management.

He pursued a BBA in Accounting at the Wharton School, University of Pennsylvania, and an MBA in Finance at New York University. Ambos has held key positions such as VP, Head of Investment Operations & Middle Office at Prosperity Asset Management, Director at SS&C GlobeOp, Founder at Bentley Road Partners LLC, Management Consultant at PwC, among other significant roles in reputable organizations like Credit Suisse, Citi, and Deutsche Asset Management.

With his extensive professional background, Jon Ambos brings a wealth of expertise in operational leadership, technology, and strategic advisory roles within the asset management industry.