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Joshua Wasser — Vice President, Global Family Office & Asset Management · FundCount · New York City Metropolitan Area.
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About
Currently as a VP at FundCount, I focus on our Global Family Office & Asset Management verticals. FundCount is a provider of award-winning accounting, portfolio management, analysis and reporting software to Family/Multi-Family Offices, Fund Administrators, Private Equity, Hedge Funds and Asset Managers of various descriptions.
Prior to FundCount, I was VP of Business Development at YieldX, an end-to-end digital platform with smart workflows, AI-powered analytics and a reimagined user experience for financial professionals and investors in the income-driven markets. My role as VP of Business Development team was to drive sales of the firm’s three verticals (tech platform, investment strategies & APIs) as well as engage with prospective clients to gather feedback that will help the firm further develop its platform and investment strategies by identifying trends and client needs. YieldX was acquired by FNZ in 2023.
Prior to my time at YieldX, I headed marketing and sales for CreditSights' Quantitative Strategies. CreditSights is an independent fixed income research firm that was acquired by Fitch in 2021. In this role I actively marketed our credit scoring and risk analytic models to prospective clients while supporting our existing client base of asset managers, insurance companies, pension funds, hedge funds and other credit professionals. CreditSights was acquired by Fitch Solutions in 2021.
I started my career at AllianceBernstein (2000-2009), the last several years I was an analyst/Jr. PM for an international and global equity portfolio management group managing $15 bn in institutional and retail funds; assets managed using fundamental, quantitative, and technical analysis.
Experience
Vice President, Global Family Office & Asset ManagementCurrent
Mar 2023 – Present
FundCount is provider of award-winning accounting, portfolio management, analysis and reporting software to Family/Multi-Family Offices, Fund Administrators, Private Equity, Hedge Funds and a variety of Asset Managers. My focus is on the Family Office & Asset Management verticals. - Senior member of our sales team covering the Single/Multi-Family Office and Asset Management verticals delivering automation solutions that reduce cost as well as strategic and operational risks - Managing a full-cycle consultative sales process to ensure the specific needs & requirements of my clients will be met and the software is configured accordingly - Working with clients to understand their operational and investment management needs across all asset classes – marketable securities, alternatives, real assets, operations companies, etc.