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.

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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®

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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.

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Jason lives in Connecticut with his wife and two children, who keep him busy with their interest in chess, soccer, lacrosse, baseball, and basketball.