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Ledgex Systems Hires a New Managing Director and Head of Sales

BOSTON – March 10, 2015 – Ledgex Systems, a leading provider of portfolio management solutions for fund of funds and multi-fund managers, today announced that it has hired Jaime Bean as Managing Director and Head of Sales. Previously Head of Global Sales for Code:Red, Jaime will be based in the company’s New York office and oversee all aspects of Ledgex sales, marketing and business development.

Jaime brings over 20 years of experience in sales and sales management. Prior to joining Ledgex, Jaime was the Head of Global Sales at Code:Red Inc. for over eight years and successfully helped grow the business to a global client base of hedge funds, asset management, fund of funds, pension funds, endowments and foundations, and consultants. Jaime also helped expand Code:Red’s footprint from Boston to offices in New York, London, Europe and Asia. In February 2015, Code:Red was acquired by Factset (FDS).

“Jaime’s extensive experience in sales, marketing and technology across a multitude of investment strategies makes him the ideal executive to help drive Ledgex’s growth,” said John Cahaly, CEO of Eze Castle Integration. “We are excited to have him join our team and serve as an instrumental leader in helping Ledgex continue to prosper.”

“I am thrilled to join the outstanding and experienced team at Ledgex and continue to advance the company’s product and business objectives,” said Jaime Bean. “The opportunity to join an innovator and leader in the financial software industry serving the alternative investment community is exciting.”

The Ledgex platform combines portfolio management, manager research, liquidity management and investor relationship management into a single platform, increasing efficiency and allowing firms to better manage risk and compliance. Key modules of the platform include:

  • Ledgex Portfolio Manager, a comprehensive portfolio management system that allows managers to easily manage complex portfolio structures and look through these portfolios for exposure, performance and manager concentration.
  • Ledgex Liquidity, an advanced liquidity modeling utility and reporting engine that, given certain conditions, generates all available options for accessing assets by processing each tranche and their respective trade characteristics with a manager’s liquidity terms.
  • Ledgex Research, a customizable module that combines CRM, document management and research management capabilities within a single system that removes silos and puts manager research in context with the entire portfolio management strategy.
  • Ledgex Investor Relations, a highly configurable tool designed specifically for managing communications, capital movements, meetings and client interactions in a centralized system that brings organization to the investor relationship management (IRM) process.


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