Jose R. Michaelraj, CIPM

Senior Consultant

610.738.4391

jmichaelraj@meradia.com

Jose R. Michaelraj, CIPM

Jose is a Senior Consultant who brings 14 years of progressive, varied investment services experience. His strong domain, functional, and technical skills; combined with end-to-end process knowledge, data management expertise, and project leadership result in effective and efficient solutions for our investment clients. Fluent in SQL, and an expert in translating business needs, Jose is competent in helping clients design, test, and implement practical, long-term solutions. Since Jose joined Meradia in 2015, he has been analyzing, designing, and implementing performance measurement systems on the Eagle Performance platform. For the global risk solutions group of an asset servicing client, Jose redesigned important aspects of investment performance systems, established best practices for the information delivery framework, and defined standardized performance validation procedures that applied to US, Europe and India. As a recognized thought leader, Jose most recently published 'An Investment Performance System Framework.' It addresses the minimum functionalities required for performance measurement and attribution systems – written from a business-technology perspective.
 
Prior to joining Meradia, Jose led system implementation projects to design an investment data warehouse for a major US investment management firm. He fulfilled roles ranging from architecture design, to business analysis, to project delivery and testing. For a $900B asset management company, he helped implement Eagle FX Center, and recommended best practices; including normalizing FX checks across vendors, automatic position revaluations based on late vendor feeds, and utilizing product features of cross currency conversion. Jose delivered various corporate action, data management, and other investment operations projects for the Asset Servicing division of a large custodian. Throughout his career, Jose has leveraged and advanced his experience in driving business requirements, documenting process flows and leading user training.
 
Jose holds a B.E. in Computer Science from Vellore Institute of Technology, an M.B.A. from XLRI Jamshedpur in India, and a Certificate in Investment Performance Measurement from CFA Institute. His rich travel experiences spanning the US, UK, and Europe refined Jose’s ability to understand and overcome cultural differences – a skill that enhances his effectiveness in leading projects including multiple stakeholder groups. Outside of the office, Jose is a movie buff who aspires to write his own screenplay, and he is a competitive volleyball player.