JL
Joshua Levitt
Principal at Meradia
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Work Experience
Principal
Mar 2020 - Present · 4 years and 9 months
Manager
May 2016 - Jul 2018 · 2 years and 2 months
Manager, Wealth And Asset Management
Nov 2012 - May 2016 · 3 years and 6 months
Company Details
51-200 Employees
Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to optimize your firm’s functionality. Our extensive portfolio includes institutional asset managers, outsourced chief investment officers (OCIO), wealth, trust, banking, and insurance companies. Meradia's investment operations and technology consulting expertise includes: • Front Office & Portfolio Management • Data Management & Technology • Middle & Back Office Optimization • Investment Accounting • Performance, Risk & Attribution • Client Experience
Year Founded
1997
Social Media
Linkedin
Industry
Business Consulting and Services, Investment Management
HQ Location
119 N High St West Chester, Pennsylvania 19380, US
Keywords
Management ConsultingStrategy and RoadmapTarget Operating ModelCompetitive AssessmentVendor SelectioProgram and Project ManagementOutsourcing TransitioSystem Implementation and TestingBusiness AnalysisTraining
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