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    Jon Ambos

    Buy-Side Operational Leader/Advisor, Driver of Process Improvements and Efficiencies through STP and Outsourcing

    Jon Ambos is the Vice President and Head of Investment Operations & Middle Office at Prosperity Asset Management, which is an affiliate of Prosperity Life Insurance Company. In his role, he focuses on optimizing investment operations and enhancing the efficiency of middle office functions within the organization.

    Professional Background

    Ambos has extensive experience in the financial services sector, particularly in investment operations and outsourcing strategies. He has previously worked as a consultant at PwC, where he evaluated different outsourcing providers and their capabilities to meet regulatory requirements and operational efficiencies.1 His insights emphasize the importance of partnerships in managing technology upgrades and compliance reporting, allowing firms to concentrate on core competencies rather than being bogged down by operational complexities.1

    Key Contributions

    • Outsourcing Strategies: Ambos advocates for a strategic approach to outsourcing, suggesting that firms should carefully evaluate their needs and the capabilities of potential partners. He highlights that successful outsourcing requires buy-in from senior management and departmental champions to ensure smooth transitions and operational success.1
    • Regulatory Compliance: He stresses the significance of staying current with regulatory changes and ensuring that partners are equipped to handle these requirements effectively, which is critical for insurance firms like Prosperity.12

    Current Role

    As Head of Investment Operations, Jon Ambos is responsible for overseeing investment processes, ensuring data coherence across business platforms, and leveraging technology to improve operational efficiencies. His role involves navigating the complexities of global markets and adapting to evolving industry standards.2

    Ambos's professional insights reflect a commitment to enhancing operational frameworks within asset management, making him a key figure in the industry.

    Highlights

    [PDF] NEW YORK

    Related Questions

    What are Jon Ambos' main responsibilities at Prosperity Asset Management?
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    How does Jon Ambos ensure compliance with regulations in his role?
    What challenges has Jon Ambos faced in outsourcing operations at Prosperity Asset Management?
    Jon Ambos
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    Location

    Port Washington, New York, United States