Prime Services

JonesTrading Prime Services offers hedge fund firms a suite of capabilities that frees managers’ time and energy so they can build their franchises and provide their investors with the institutional grade capabilities that are expected in today’s competitive performance environment.

Prime Services

Mr. Andrew Volz

Andrew Volz, Managing Director, Head of Prime Brokerage Services

Andrew Volz serves as Managing Director, Head of Prime Brokerage Services for JonesTrading based out of the New York office. Prior to JonesTrading, Andrew spent 6 years at Wells Fargo Prime Services, a technology focused Prime Services firm that Wells Fargo acquired in 2012, previously known as Merlin Securities. More > In his role at Wells, Andrew both worked on the product/consulting side of the business as well as in sales where he was a top producer focusing on both emerging and large established managers. Spanning a number of roles and firms, Andrew has over 10 years experience helping funds both launch and streamline their business and operations with technology and process. Prior to joining Merlin, Andrew worked in a variety of finance and technology related roles including derivative risk management, hedge fund technology solutions, and algo/smart order routing product management. Andrew regularly speaks at industry conferences on topics such as prime services, COO/CFO alpha, business optimization, and industry regulations. Andrew has his BA from the University of Connecticut in Management of Information Systems, is a CFA Charterholder and has the Series 7 and 63 industry licenses. Less <

Top Tier Custodian

Broadcort Clearing (a division of Merrill Lynch, Pierce, Fenner & Smith Inc.). A #1 Institutional Clearing Counterparty with over 35 markets supported.

Securities Financing

We offer clients a wide variety of financing options including: Regulation T and Portfolio Margin across Equities, Options, and Fixed Income Asset Classes.

Leading Edge Technologies

JonesTrading Prime Services has integrated the Nirvana reporting platform which consolidates and manages data across multiple asset classes, funds, accounts, traders, prime brokers, and custodians in a single integrated platform. Through Nirvana, we offer cloud based OMS, PMS and risk management and reporting solutions. JonesTrading has partnered with and integrated top-tier execution management systems to offer our clients for their execution management and market data needs.

Client Service

By design, our client service model is lean, with fewer points of contact but with the coverage that clients expect. Clients gain rapid and efficient reporting and operational support. To enhance service, each client has a unique JonesTrading email group that includes all of the key personnel servicing the account. We support our clients through the entire trade – including integration to your OMS/EMS, allocation to sub-accounts, assistance with breaks, and other middle offi ce functions. We also offer fully customizable commission management services.

Capital Introduction

We take a refreshingly unique approach to Capital Introduction by focusing on the types of investors who have the resources and mandates to allocate to new/emerging managers, as well as more established funds. We help our clients by introducing investors focused on their fund’s particular stage and strategy.

Perspectives

Andrew Volz, of JonesTrading, discusses the way in which his firm guides clients and helps optimise their business.
Guiding Throughout Transition

Electronic Trading

For clients who prefer to work their own low-touch orders, we offer RealTick and Market Trader along with full integration into all major OMS providers.

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*Source: The TABB Group’s August 2016 Report “U.S. Institutional Equity Trading 2016: Part 3 Broker Relationships in an Era of Full Disclosure

Contact Us

JonesTrading Prime Services
Andrew Volz
Head of Prime Services
757 3rd Ave., 23rd floor
New York, NY 10017

212.907.5348 – office
avolz@jonestrading.com