Jason Maxie

I’ve built my career around solving problems in complex financial and operational environments.

Currently, I work in structured finance at BNY, where I support securitized portfolios involving Middle Market, Collateralized Loan Obligations (CLOs), and Collateralized Fund Obligations (CFOs). My work sits at the intersection of operations, analytics, cash flows, investor reporting, and portfolio support. On a daily basis, I analyze transaction activity, reconcile cash and par variances, validate reporting data across systems like WSO and Solvas, and help resolve issues before they impact clients or reporting outcomes.

What I enjoy most is understanding what’s actually driving changes behind the numbers. Whether it’s a cash flow discrepancy, collateral movement, trade activity, or reporting break, I like digging into the details, identifying the root cause, and finding ways to improve the process moving forward.

Over time, I’ve realized my experience extends beyond traditional operations. A large part of my role involves connecting operational activity to broader portfolio and business outcomes, collaborating across teams, and helping ensure data integrity in fast-paced, high-volume environments.

My background includes structured finance, investor reporting, reconciliations, operational risk analysis, compliance, and process improvement across both financial services and corporate environments.
I’m especially interested in opportunities involving operations strategy, portfolio analytics, business transformation, structured finance infrastructure, and financial systems optimization.