Opus Fund Services
Industry: Company
DescriptionSubsidiary: AlphaMetrix 360, LLC
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Opus Fund Services Employees
Employee
Years
Job
Industry
Stephen Giannone Stephen Giannone's Opus Fund Services Experience September 2008 - October 2015
Job President at Theorem Group Inc.
Industry Financial Services
Experience
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Alisa Caruso Alisa Caruso's Opus Fund Services Experience November 2012 - February 2013
Job Accountant at Illinois CPA Society
Industry Accounting
Experience
Illinois CPA Society February 2014 - Present
Charterhouse Enterprises, Ltd. November 2009 - February 2014
Opus Fund Services November 2012 - February 2013
Skills
Accounting, Fund Accounting, Administrative..., Real Estate Transactions, Hedge Funds, Business Intelligence, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Tax, Payroll
Education
North Central College 2011 — 2013
Bachelor of Arts (B.A.), Accounting (C.P.A. Track)
Illinois CPA Society February 2014 - Present
Charterhouse Enterprises, Ltd. November 2009 - February 2014
Opus Fund Services November 2012 - February 2013
Skills
Accounting, Fund Accounting, Administrative..., Real Estate Transactions, Hedge Funds, Business Intelligence, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Tax, Payroll
Education
North Central College 2011 — 2013
Bachelor of Arts (B.A.), Accounting (C.P.A. Track)
Amanda Noah's Opus Fund Services Experience June 2014 - Present
Job Fund Accountant at Opus Fund Services
Industry Accounting
Experience
Opus Fund Services June 2014 - Present
CASH Oregon December 2013 - June 2014
Sittner & Nelson Comprehensive Wealth Management June 2012 - May 2013
Skills
Cost Accounting, Tax Accounting, Wealth Management, Equity Research, Financial Accounting, Tax, Corporate Finance, Financial Analysis, Financial Modeling, Managerial Finance, Microsoft Excel, Teamwork
Education
Portland State University 2013 — 2014
Accounting
Oregon State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Opus Fund Services June 2014 - Present
CASH Oregon December 2013 - June 2014
Sittner & Nelson Comprehensive Wealth Management June 2012 - May 2013
Skills
Cost Accounting, Tax Accounting, Wealth Management, Equity Research, Financial Accounting, Tax, Corporate Finance, Financial Analysis, Financial Modeling, Managerial Finance, Microsoft Excel, Teamwork
Education
Portland State University 2013 — 2014
Accounting
Oregon State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Brett Swanson Brett Swanson's Opus Fund Services Experience June 2014 - Present
Job Financial Reporting Manager at Opus Fund Services
Industry Accounting
Experience
Opus Fund Services June 2014 - Present
Ashland Partners January 2010 - April 2014
Skills
GIPS, Performance Measurement, GIPS Compliance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Investments, Auditing, Investment Management, Portfolio Management, Internal Controls, Financial Analysis, GAAP, Performance Attribution, Financial Reporting, Accounting, Investment Strategies, Axys, Corporate Finance, Finance, Financial Modeling, Asset Management
Education
University of Portland 2006 — 2010
Bachelor of Business Administration (BBA), Majors: Accounting and Spanish
Opus Fund Services June 2014 - Present
Ashland Partners January 2010 - April 2014
Skills
GIPS, Performance Measurement, GIPS Compliance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Investments, Auditing, Investment Management, Portfolio Management, Internal Controls, Financial Analysis, GAAP, Performance Attribution, Financial Reporting, Accounting, Investment Strategies, Axys, Corporate Finance, Finance, Financial Modeling, Asset Management
Education
University of Portland 2006 — 2010
Bachelor of Business Administration (BBA), Majors: Accounting and Spanish
Neil Olsen, MBA Neil Olsen, MBA's Opus Fund Services Experience January 2015 - Present
Job Senior Fund Accountant at Opus Fund Services
Industry Financial Services
Experience
Opus Fund Services January 2015 - Present
Opus Fund Services August 2013 - December 2014
Criterion Management LLC. January 2011 - June 2011
Northwestern University November 2008 - March 2010
Green Light Marketing May 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Project Management, MS Project, DCF Valuation, Option Pricing Models, FX Hedging, MS Excel Pivot Tables, Business Development, Office Administration, Microsoft Office, Visio, Risk Management
Education
The University of Connecticut School of Business 2010 — 2013
MBA, Finance, and Accounting, 4.0
Illinois Wesleyan University 2004 — 2008
B.A., Psychology
Opus Fund Services January 2015 - Present
Opus Fund Services August 2013 - December 2014
Criterion Management LLC. January 2011 - June 2011
Northwestern University November 2008 - March 2010
Green Light Marketing May 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Project Management, MS Project, DCF Valuation, Option Pricing Models, FX Hedging, MS Excel Pivot Tables, Business Development, Office Administration, Microsoft Office, Visio, Risk Management
Education
The University of Connecticut School of Business 2010 — 2013
MBA, Finance, and Accounting, 4.0
Illinois Wesleyan University 2004 — 2008
B.A., Psychology
Jorge Hendrickson Jorge Hendrickson's Opus Fund Services Experience February 2013 - Present
Job Director, Business Development at Opus Fund Services
Industry Financial Services
Experience
Opus Fund Services February 2013 - Present
Concept Capital Markets December 2010 - January 2013
Trading Cross Connects / Bay Head Capital Investments May 2009 - November 2010
Intrepid Capital Management 2007 - 2009
Bridgewater Associates 2006 - 2007
Bancomext June 2005 - August 2005
Skills
Prime Brokerage, Electronic Trading, Commodity, Hedge Funds, Investment Banking, Capital, Mutual Funds, FX Options, Fund Of Funds, Family Office, Derivatives, Fixed Income, Capital Markets, Trading, Investments, Investment Management
Education
James Madison University - College of Business 2002 — 2006
BBA, Finance, International Business
Opus Fund Services February 2013 - Present
Concept Capital Markets December 2010 - January 2013
Trading Cross Connects / Bay Head Capital Investments May 2009 - November 2010
Intrepid Capital Management 2007 - 2009
Bridgewater Associates 2006 - 2007
Bancomext June 2005 - August 2005
Skills
Prime Brokerage, Electronic Trading, Commodity, Hedge Funds, Investment Banking, Capital, Mutual Funds, FX Options, Fund Of Funds, Family Office, Derivatives, Fixed Income, Capital Markets, Trading, Investments, Investment Management
Education
James Madison University - College of Business 2002 — 2006
BBA, Finance, International Business
Nigam Shah's Opus Fund Services Experience June 2012 - August 2012
Job Associate at GCM Grosvenor
Industry Financial Services
Experience
GCM Grosvenor May 2015 - Present
EY July 2013 - April 2015
Opus Fund Services June 2012 - August 2012
Waddell & Reed December 2010 - January 2011
Rubinos & Mesia Engineers June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, PowerPoint, Finance, Account Reconciliation, Banking, Accounting, Public Speaking, Customer Service
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Technology Management
GCM Grosvenor May 2015 - Present
EY July 2013 - April 2015
Opus Fund Services June 2012 - August 2012
Waddell & Reed December 2010 - January 2011
Rubinos & Mesia Engineers June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, PowerPoint, Finance, Account Reconciliation, Banking, Accounting, Public Speaking, Customer Service
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Technology Management
Jeffrey Bernstein Jeffrey Bernstein's Opus Fund Services Experience August 2013 - Present
Job Portfolio Accountant at Opus Fund Services
Industry Financial Services
Experience
Opus Fund Services August 2013 - Present
College Pro December 2012 - July 2013
College Pro Painters March 2012 - November 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Finance, Microsoft Word, Investments, Accounting, Corporate Finance, Customer Service, Valuation, Bloomberg, Banking, Strategic Financial..., Credit, Portfolio Management, Access, Teamwork, Equities, Organization &..., Customer Oriented, Customer Acquisition, Outlook, Marketing, Time Management
Education
Benedictine University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Opus Fund Services August 2013 - Present
College Pro December 2012 - July 2013
College Pro Painters March 2012 - November 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Finance, Microsoft Word, Investments, Accounting, Corporate Finance, Customer Service, Valuation, Bloomberg, Banking, Strategic Financial..., Credit, Portfolio Management, Access, Teamwork, Equities, Organization &..., Customer Oriented, Customer Acquisition, Outlook, Marketing, Time Management
Education
Benedictine University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Liya Sagitova Liya Sagitova's Opus Fund Services Experience April 2014 - Present
Job Senior Portfolio Accountant at Opus Fund Services
Industry Financial Services
Experience
Opus Fund Services April 2014 - Present
Opus Fund Services December 2010 - Present
Skills
Fund Administration, Microsoft Excel, Financial Analysis, Financial Accounting, Fund Accounting, Hedge Funds, Microsoft Office, Accounting
Education
Northeastern Illinois University 2009 — 2010
Bachelor's, Finance
College of Lake County 2007 — 2009
Business
Kazan State Pedagogical University 2003 — 2005
Foreign Languages: French and English
Opus Fund Services April 2014 - Present
Opus Fund Services December 2010 - Present
Skills
Fund Administration, Microsoft Excel, Financial Analysis, Financial Accounting, Fund Accounting, Hedge Funds, Microsoft Office, Accounting
Education
Northeastern Illinois University 2009 — 2010
Bachelor's, Finance
College of Lake County 2007 — 2009
Business
Kazan State Pedagogical University 2003 — 2005
Foreign Languages: French and English
Mohsen Noursalehi Mohsen Noursalehi's Opus Fund Services Experience April 2010 - Present
Job Director of Operations at Opus Fund Services
Industry Financial Services
Experience
Opus Fund Services April 2010 - Present
MNFS Group LLC March 2010 - Present
Bank of America March 2008 - February 2010
Citadel Solutions May 2007 - March 2008
Spectrum Global Fund Administration November 2005 - May 2007
Skills
Web-base application..., PHP Applications, ASP Applications, System and Process..., Fund Accounting, Fund Of Funds, Fund Administration, Financial Services, Team Management, Sales, Employee Training, Hedge Funds, Hedge Accounting, Equities, Derivatives, Alternative Investments, Financial Analysis, Fixed Income, Prime Brokerage, Trading Systems, Options
Education
University of Illinois at Chicago 2001 — 2005
Finance and Marketing, Finance and Marketing
Opus Fund Services April 2010 - Present
MNFS Group LLC March 2010 - Present
Bank of America March 2008 - February 2010
Citadel Solutions May 2007 - March 2008
Spectrum Global Fund Administration November 2005 - May 2007
Skills
Web-base application..., PHP Applications, ASP Applications, System and Process..., Fund Accounting, Fund Of Funds, Fund Administration, Financial Services, Team Management, Sales, Employee Training, Hedge Funds, Hedge Accounting, Equities, Derivatives, Alternative Investments, Financial Analysis, Fixed Income, Prime Brokerage, Trading Systems, Options
Education
University of Illinois at Chicago 2001 — 2005
Finance and Marketing, Finance and Marketing
Mary Marcus's Opus Fund Services Experience May 2009 - March 2013
Job Office Manager at Nishkian Chamberlain, Inc.
Industry Civil Engineering
Experience
Nishkian Chamberlain, Inc. November 2014 - Present
Maisons Marques & Domaines April 2013 - December 2013
Opus Fund Services May 2009 - March 2013
Solopower February 2007 - May 2009
Skills
Office Management, Executive Support, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Presentation Skills, Strategic Planning, Event Planning, Accounts Payable, Accounts Receivable, Human Resources, Expense Management, Payroll Administration, Management, Social Networking
Education
San Jose State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nishkian Chamberlain, Inc. November 2014 - Present
Maisons Marques & Domaines April 2013 - December 2013
Opus Fund Services May 2009 - March 2013
Solopower February 2007 - May 2009
Skills
Office Management, Executive Support, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Presentation Skills, Strategic Planning, Event Planning, Accounts Payable, Accounts Receivable, Human Resources, Expense Management, Payroll Administration, Management, Social Networking
Education
San Jose State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jacob Berzins Jacob Berzins's Opus Fund Services Experience January 2015 - Present
Job Senior Fund Accountant at Opus Fund Services
Industry Accounting
Experience
Opus Fund Services January 2015 - Present
Opus Fund Services April 2013 - December 2014
SSCS Services Ltd. October 2012 - March 2013
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, Access, Financial Statements, Tax, Finance
Education
Northern Illinois University 2011 — 2012
Master's degree, Accounting, 3.50
Northern Illinois University 2007 — 2011
Bachelor of Science (BS), Accounting
Opus Fund Services January 2015 - Present
Opus Fund Services April 2013 - December 2014
SSCS Services Ltd. October 2012 - March 2013
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, Access, Financial Statements, Tax, Finance
Education
Northern Illinois University 2011 — 2012
Master's degree, Accounting, 3.50
Northern Illinois University 2007 — 2011
Bachelor of Science (BS), Accounting
Rocco DiBenedetto, CPA Rocco DiBenedetto, CPA's Opus Fund Services Experience July 2015 - Present
Job AVP, Fund Accounting at Opus Fund Services
Industry Financial Services
Experience
Opus Fund Services July 2015 - Present
Opus Fund Services November 2011 - Present
Skills
Financial Reporting, Fund Administration, Accounting, Microsoft Excel, Fund Accounting, Financial Analysis
Education
Illinois State University 2006 — 2011
Master of Professional Accountancy, Accounting
Opus Fund Services July 2015 - Present
Opus Fund Services November 2011 - Present
Skills
Financial Reporting, Fund Administration, Accounting, Microsoft Excel, Fund Accounting, Financial Analysis
Education
Illinois State University 2006 — 2011
Master of Professional Accountancy, Accounting
Mora Escarra Mora Escarra's Opus Fund Services Experience November 2012 - Present
Job Senior Fund Accountant at Opus Fund Services
Industry Investment Management
Experience
Opus Fund Services November 2012 - Present
PAWS Chicago August 2012 - November 2012
5/3 Bank January 2011 - July 2012
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Retail Banking, Outlook, Loans, Call Center, Teamwork, Microsoft SQL Server, Fund Accounting, Accounting
Education
DePaul University 2007 — 2011
Bachelor of Science, College of Commerce, E-Commerce Technology
Opus Fund Services November 2012 - Present
PAWS Chicago August 2012 - November 2012
5/3 Bank January 2011 - July 2012
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Retail Banking, Outlook, Loans, Call Center, Teamwork, Microsoft SQL Server, Fund Accounting, Accounting
Education
DePaul University 2007 — 2011
Bachelor of Science, College of Commerce, E-Commerce Technology
Rizky Irawan, CPA, CGMA Rizky Irawan, CPA, CGMA's Opus Fund Services Experience July 2013 - October 2014
Job Accountant, Fund Administration at Harris Associates
Industry Accounting
Experience
Harris Associates November 2014 - Present
Opus Fund Services July 2013 - October 2014
Opus Fund Services March 2013 - July 2013
Sikich August 2011 - March 2013
Indonesian Trade Promotion Center May 2009 - December 2010
University of Illinois September 2007 - May 2009
Skills
Audit, Tax Preparation, Financial Reporting, Financial Analysis, Financial Accounting, Financial Control, Governmental Compliance, Non-profit..., Investments, Alternative Investments, Accounting, Auditing, Tax, Budgets, Corporate Finance, GAAP, Account Reconciliation, Partnership Accounting, Hedge Funds, Accounts Payable, Accounts Receivable, Variance Analysis
Education
University of Illinois at Chicago 2007 — 2009
MBA, Accounting & Finance
1999 — 2004
BSc, Agrosocio Economics
Al Azhar 1 1996 — 1999
Harris Associates November 2014 - Present
Opus Fund Services July 2013 - October 2014
Opus Fund Services March 2013 - July 2013
Sikich August 2011 - March 2013
Indonesian Trade Promotion Center May 2009 - December 2010
University of Illinois September 2007 - May 2009
Skills
Audit, Tax Preparation, Financial Reporting, Financial Analysis, Financial Accounting, Financial Control, Governmental Compliance, Non-profit..., Investments, Alternative Investments, Accounting, Auditing, Tax, Budgets, Corporate Finance, GAAP, Account Reconciliation, Partnership Accounting, Hedge Funds, Accounts Payable, Accounts Receivable, Variance Analysis
Education
University of Illinois at Chicago 2007 — 2009
MBA, Accounting & Finance
1999 — 2004
BSc, Agrosocio Economics
Al Azhar 1 1996 — 1999
Jake Strohman, CPA's Opus Fund Services Experience December 2013 - July 2015
Job Senior Financial Accountant at Golub Capital
Industry Accounting
Experience
Golub Capital August 2015 - Present
Opus Fund Services December 2013 - July 2015
AlphaMetrix360 December 2010 - October 2013
Spectrum Global Fund Administration August 2006 - December 2010
NFA May 2004 - August 2006
Skills
Hedge Funds, Financial Analysis, Financial Reporting, Accounting, Auditing, Fund Accounting, US GAAP, Financial Accounting, SEC filings, GAAP, CPA, Internal Controls, Fixed Income, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Finance
Golub Capital August 2015 - Present
Opus Fund Services December 2013 - July 2015
AlphaMetrix360 December 2010 - October 2013
Spectrum Global Fund Administration August 2006 - December 2010
NFA May 2004 - August 2006
Skills
Hedge Funds, Financial Analysis, Financial Reporting, Accounting, Auditing, Fund Accounting, US GAAP, Financial Accounting, SEC filings, GAAP, CPA, Internal Controls, Fixed Income, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY