Jay Shek

Jay Shek, CFA, CPA (Big-4), is a seasoned finance professional with extensive experience in derivatives accounting, reporting, and risk management. Currently serving as SVP and Capital Markets Consultant since October 2023, Jay provides subject matter expertise in derivatives reporting, hedging strategies, and complex securities, with coverage spanning US GAAP, IFRS, and regulatory reporting standards. Previously, as Director at Derivative Path from September 2021 to September 2023, Jay led product development and regulatory oversight for a diverse client base in the derivatives space. Additional roles include Senior Manager at Charles Schwab, Senior Consultant at PIMCO, and VP of Investment Accounting Manager at MUFG, where Jay managed complex portfolios and ensured compliance with SEC regulations. Academic credentials include a degree from Cornell University.