Jill Katz has more than 20 years of experience in the field of investment management systems for institutional investors. Her experience encompasses multi-currency portfolio environments, performance analysis, front, middle and back-office best practices, regulatory and compliance issues. She has led strategic investment systems and technology planning and development engagements; helped define client information systems requirements; evaluated and selected investment management, trading, accounting, performance and reporting platforms. She has also led numerous engagements for the implementation, integration, and augmentation of the PORTIA, Vestmark, SunGard, and Eagle platforms inclusive of their auxiliary modules.
Prior to InvestTech Jill was Senior Manager of investment systems support and operations for two large institutional investment organizations, Zurich Scudder and AIG. Jill has a BS in Economics from Northwestern University and an MBA in Finance from New York University.