Corporate Profile

Headquartered in New York with offices in London and Hong Kong, Hazeltree provides treasury management solutions for the buy side, based on time-tested best practices developed and used by successful investment managers over the past decade. Hazeltree’s Integrated Treasury Management Solution helps customers currently managing over $1.2 trillion in assets capture unrealized alpha from operations, manage counterparty risk exposure, comply with escalating regulatory requirements and improve operational efficiency.

  • Company Overview
  • Leadership Team
  • Careers
Company Overview
Hazeltree helps buy side investment managers capture unrealized alpha, manage counterparty risk exposure, comply with escalating regulatory requirements, and improve operational efficiencies with integrated treasury management solutions. Hazeltree aggregates counterparty and customer data into one consolidated interface to integrate with internal workflow applications, empowering customers to analyze and optimize cash, margin, OTC collateral, and securities movements across counterparties. Hazeltree provides a detailed scorecard to help investment managers effectively strike and maintain mutually-beneficial partnerships with their counterparties.

With over $1.2 trillion in AUM, our customers are industry leaders for whom Hazeltree build connectivity to major prime brokers, custody banks, money market funds, trading counterparties, and other industry partners.

Launched in 2011, Hazeltree’s complete treasury management solutions include comprehensive cash management, securities financing, collateral management, counterparty management, and prime-broker margin management capabilities. While each of these products enables improved performance and control of specific functions, Hazeltree is most powerful when working as an integrated treasury management suite. All products are delivered through a single user interface and supported by a common state-of-the-art data warehouse and management infrastructure that integrates and normalizes feeds from multiple sources, performs quality checks and provides an extensive and historical audit trail.

Leadership Team
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Sameer Shalaby

President and Chief Executive Officer


Mr. Shalaby joined Hazeltree in 2016 and oversees all corporate functions with a focus on achieving maximum value for clients, employees and investors. Prior to joining Hazeltree, Mr. Shalaby was the founder and chief executive officer of investment management solutions provider, Paladyne Systems, where he led its global growth until it was acquired by Broadridge Financial Solutions in 2011, where he continued as President of Paladyne until he departed in 2013. Prior to Paladyne, Mr. Shalaby founded investor operational management and accounting solutions provider, Cogency Systems and, as CEO, led its growth in the alternative investment industry. Prior to Cogency, Mr. Shalaby co-founded technology and vertical applications provider, TenFold Corporation, where he helped drive its explosive growth and public offering in 1999. Mr. Shalaby began his career at Oracle as a member of its core technology team. He holds engineering degrees from The George Washington University and Massachusetts Institute of Technology, is an investor in software startups and serves on several boards.

Sol Zlotchenko

Chief Technology Officer


Mr. Zlotchenko joined Hazeltree in 2016 and oversees technology direction and development efforts. Prior to joining Hazeltree, Mr. Zlotchenko most recently was chief technology officer of investment management solutions provider, Paladyne Systems, which he co-founded in 2005 and was integral to its global growth until it was eventually acquired by Broadridge Financial Solutions in 2011. As CTO, Mr. Zlotchenko was responsible for all aspects of technology operations including development and product management. He played a key role in building Paladyne’s hosted Application Service Provider (ASP) solution, which was scalable for hedge funds of any size and for industry service providers. Prior to Paladyne, Mr. Zlotchenko has been a technology executive at a number of hedge funds and Goldman Sachs. He holds engineering degrees from Columbia University, is an active investor in software startups and serves on several boards.
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Paul Calderone

Chief Operating Officer


Mr. Calderone joined Hazeltree Fund Services in 2011 and is responsible for the daily operations of the company, with emphasis on product strategy and direction. Before joining Hazeltree, Mr. Calderone was a Director of Equities, Prime Services at Credit Suisse Securities and was responsible for institutional coverage and product management. Prior to that, Mr. Calderone was with Morgan Stanley & Co. where he held leadership roles in Product Development, Risk Management, Client Service, Collateral Management, Technology and Operations within the Equity Financing Services department.

Ayman Sakr

Head of Client Service


Mr. Sakr joined Hazeltree in 2016 to focus focused on managing client service globally, with specific focus on product implementation, support, and training. Prior to joining Hazeltree, Mr. Sakr was global head of client service and product management of investment management solutions provider, Paladyne Systems, which he co-founded in 2005 and was integral to its global growth until it was eventually acquired by Broadridge Financial Solutions in 2011. As head of client service, Sakr was responsible for all aspects of client implementation and support globally supporting clients in each continent. Prior to that, Mr. Sakr led various client service and technology roles at Cogency Software and TenFold Corporation. Mr. Sakr has a Bachelor of Electrical Engineering degree from Cairo University, Egypt.

Sal Ventura

Head of Client Relationship Management


Mr. Ventura joined Hazeltree in 2016 to focus focused on managing client relationships to ensure senior-level sponsorship and connectivity between clients and Hazeltree, prioritizing client requests once they are fully implemented with Hazeltree, and maximizing the value of Hazeltree’s solutions to clients on a continuous basis. Prior to joining Hazeltree, Mr. Ventura was Managing Director and Global Head of Client Service for JP Morgan’s Custody and Fund Services. Previously, Mr. Ventura was the Global Head of Citigroup’s Investment Banking and Private Banking Operations & Middle Office. Prior to that, Mr. Ventura held executive positions in prime brokerage at Credit Suisse and Lehman Brothers. Mr. Ventura is a CPA and a graduate of Binghamton University holding a B.S. in Accounting.
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Sandeep Rawal

Chief Product Officer


Mr. Rawal joined Hazeltree in 2012 and leads all technical aspects of Hazeltree’s products. Previously, he served as CTO of Fir Tree Partners, a multi-billion dollar hedge fund, where he led the development of enterprise level technologies, developing internal systems and implementing products from a number of different vendors. His prior experience includes senior technology roles at Moore Capital and Maverick Capital.

Don Jefferis

Managing Director, Strategic Accounts


Mr. Jefferis joined Hazeltree in 2017 to expand and lead business development efforts into strategic markets. He brings three decades of working with commodities producers, marketers and traders to institutionalize and scale risk-managed, operationally excellent firms. Prior to Hazeltree, Mr. Jefferis was the founding partner of energy-focused consultancy Opportune LLP’s Process & Technology practice. Previously, he held leadership positions in several other consultancies and software companies focused on commodities trading, alternative asset management and fund administration, including President of TenFold Energy, Chief Financial Officer of TenFold Corp., and Chief Information Officer for Mirant Corp. Mr. Jefferis started his career at Arthur Andersen LLP, where he co-founded that firm’s Energy Risk Management practice. Mr. Jefferis holds a B.S. in Accounting degree from Michigan State University and is a CPA. He serves on the National Board of Advisors for the General Tommy Franks Leadership Institute and Museum.
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Jeremy Slade

Managing Director, International


Mr. Slade joined Hazeltree in 2013 to lead business development efforts in Europe and Asia Pacific. He brings two decades of institutional sales and marketing experience focused on the alternative investment management. Prioto to Hazeltree, Mr. Slade managed business development globally at S3 Partners. Prior to that, he spent a decade at E*Trade Financial where he headed institutional sales originally in Asia and thereafter in Europe for EMEA. Mr. Slade’s global business experience is complemented by deep understanding of alternative investments, treasury, and prime brokerage, with domain expertise across equities, fixed income and FX.
Careers
Want to work for a fast growing FinTech company with a commitment culture to our customers and people? Find out what it’s like to work for Hazeltree.

Technical Implementation Consultant

The ideal candidate should be highly motivated with technical and analytical skills. He/she should be a technical problem solver and a quick thinker with exceptional organizational skills. He/she should also be articulate, organized, patient, thorough and able to deal with a variety of people.

Job Duties

  • Assist with the technical aspects of the implementation process, including:
  • Analyzing, manipulating, mapping and loading data into SQL databases
  • Supporting Implementation Consultants in efficiently managing client implementations
  • Communicating with clients in a proactive, consultative & professional manner
  • Processing and responding to client requests

Required Skills/Experience

  • Writing and manipulating SQL scripts
  • Writing and enhancing shell scripts

Positions available in New York City, London, Hong Kong and St. Petersburg, Russia. If you have what it takes, please send your resume to Careers@hazeltree.com


Sales Director

Hazeltree is seeking Sales Directors to work in our New York City office. We are looking for passionate, driven, and diligent “hunter” sales directors to join our exciting company. Ideal candidates are expected to:

Job Duties

  • Participate in cold calling campaigns.
  • Hunt for new prospects.
  • Learn our product suite and be able to provide demonstrations.
  • Work as part of a team.

Required Skills/Experience

  • 7+ year of software sales experience.
  • 5+ year of financial technology sales experience.
  • Experience in the buy-side industry, with working knowledge of hedge funds.<l/i>
  • Established relationships in the buy-side industry.
  • Solid understanding of enterprise consultative sales process.

If you have what it takes, please send your resume to Careers@hazeltree.com


Software Developer

Hazeltree is seeking Senior Software Engineers to work in our St. Petersburg, Russia office. We are looking for passionate, driven, and diligent software engineers to join our group of highly skilled developers. Ideal candidates are expected to:

Job Duties

  • Participate in full development life cycle.
  • Participate in sprint planning.
  • Work with architects and lead engineers in defining architecture.
  • Implement key modules as per development guidelines.
  • Work with QA team for validating software functionality

Required Skills/Experience

  • 7+ year of software development experience
  • 5+ year of .NET development experience
  • Experience implementing REST APIs and SOAP APIs<l/i>
  • Experience implementing reusable components and libraries
  • Deep understanding of Object Oriented Design and Development
  • Experience working with relational database systems.
  • Strong computer science fundamentals: data structures, algorithms, distributed systems, Network Communication
  • Deep understanding of software architectures: Distributed, Client Server, SOA, and Multi-tier.
  • Experience working in Agile/Scrum environment

If you have what it takes, please send your resume to Careers@hazeltree.com

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