Aliter Investment Services LLC
Sergio Leon has extensive experience in the financial services industry. Sergio is currently working as the Director of Client Delivery at Aliter Investment Services LLC since December 2022. Prior to this role, they were a Managing Consultant at the same company from June 2018 to December 2022.
Before joining Aliter Investment Services LLC, Sergio worked at Multifonds IGEFI as a Senior Business Analyst from March 2010 to February 2018. In this role, they provided functional consultancy to their major North American clients, Citibank and Great West Life. Sergio was instrumental in assisting Great West Life with their migration to Multifonds and building a Fund of Funds trading platform.
From July 2007 to March 2010, Sergio worked at State Street Corporation as an Assistant Vice President. Sergio assumed additional responsibilities while still serving as a Unit Manager. Sergio was recognized as a key staff member during the planning stages of the IBT/State Street merger. Sergio was responsible for staff selection, workflow management, and resource allocation to meet deliverables.
Earlier in their career, Sergio worked at Investors Bank & Trust. Sergio served in various roles including Senior Manager, Unit Manager, Fund Accounting Supervisor, Senior Fund Accountant, and Fund Accountant. In these positions, they supervised teams, collaborated with senior management, and ensured the smooth operation of fund accounting functions.
Overall, Sergio Leon has a diverse work experience with a strong background in financial services, client delivery, consultancy, and management.
Sergio Leon attended Markham College from 1985 to 1996. Sergio did not receive a degree or specialize in any particular field during their time there. Later on, from 1997 to 2001, Sergio pursued a Bachelor of Arts degree in Economics at Clark University.
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Aliter Investment Services LLC
Aliter works closely with our clients to help them define their strategic vision, enhance their competitive position, and implement changes that transform their business performance. Firms are under intense pressure to enhance quality, deliver results, and make progress on meeting the increasing demands of investors and regulators to tighten controls and increase the transparency of the investment management process. Aliter’s operational experts take a “roll up our sleeves” approach when identifying opportunities to improve your operating performance across the complete enterprise. Aliter offers the full suite of services to help investment managers and service providers achieve their strategic goals and objectives. Our ability to evolve from traditional consulting arrangements and adapt to the need of our clients is what sets us apart. Our subject matter experts bring strong industry, product, and content knowledge and the flexibility to deploy the necessary resources. Furnishing flexible pricing and deploying the right resources regardless of how small or large the engagement. Our ability to source our engagements with true subject matter experts allows our people to hit the ground running and have an immediate impact. Aliter Investment Services offers operations, technology, and outsourcing solutions to the investment management community, services providers, and product solutions companies. Aliter is comprised of industry experts with deep hands-on experience and knowledge of the businesses we support.