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    Daniel Kalish

    Garnet Valley, Pennsylvania

    Executive Director

    JP Morgan Asset Management

    Senior Accounting and Compliance Professional

    Senior leader with an extensive background working for Fortune 500 financial services companies. Proven experience in global investment management regulatory and financial reporting for mutual funds, hedge funds, private equity and real estate. Provided leadership and direction to high- performing and cross functional teams. Designed and implemented innovative solutions to allow for effective compliance with global regulatory reporting requirements

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markInvestments

    Ask Me About

    Certified Public Accountant
    Financial Reporting
    Fund Administration
    Hedge Funds
    Mutual Funds
    Private Equity
    Real Estate
    Regulatory Reporting
    Where I've Worked
    J

    Feb 2020 – Present

    Executive Director

    JP Morgan Asset Management
    BlackRock logo

    Jan 2018 – Oct 2019

    Director-Portfolio Compliance Group

    BlackRock
    BlackRock logo

    Feb 2012 – Dec 2017

    Director-Alternative Fund Regulatory and Financial Reporting

    BlackRock
    BlackRock logo

    Apr 2006 – Jan 2012

    Director, Alternative Investment Fund Administration

    BlackRock
    SEI Investments logo

    Dec 2004 – Apr 2006

    Director of Alternative Investment Solutions-Investment Manager

    SEI Investments
    P

    Jan 2003 – Dec 2004

    Senior Director

    PNC Global Investment Services
    P

    Apr 2001 – Jan 2003

    Director

    PNC Global Investment Services
    B

    Dec 1998 – Apr 2001

    Director of Operations

    Brandywine Asset Management, Inc
    PricewaterhouseCoopers, LLP logo

    Jul 1996 – Dec 1998

    Advanced Development Program

    PricewaterhouseCoopers, LLP
    U.S. Securities and Exchange Commission logo

    Jul 1992 – May 1994

    Securities Compliance Examiner -- Division of Investment Manage

    U.S. Securities and Exchange Commission
    Where I've Studied

    1996

    MBA, Finance and Accounting

    Cornell University

    1992

    BS, Finance

    American University

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    JP Morgan Asset Management

    In the Media

    Social Media