Jeff Heiner, Cfa
About Jeff Heiner, Cfa
Jeff Heiner, CFA, is the Vice President of Capital Markets & Treasury at Brookfield Asset Management in Greater New York City Area, with over a decade of experience in financial markets and treasury management.
Current Role at Brookfield Asset Management
Jeff Heiner holds the position of Vice President, Capital Markets & Treasury at Brookfield Asset Management. Operating out of the Greater New York City Area, Jeff is responsible for overseeing various aspects of capital markets and treasury functions. His role includes managing relationships with financial institutions, coordinating the company's strategic financial initiatives, and ensuring effective treasury operations. His extensive experience in financial markets and treasury management plays a vital role in his current responsibilities.
Previous Role at Brookfield Asset Management
Before becoming Vice President, Jeff Heiner served as Director, Capital Markets & Treasury at Brookfield Asset Management. He held this role from 2018 to 2023, contributing significantly to the department over the span of five years. As Director, Jeff was instrumental in developing and executing strategies related to capital markets and treasury operations. His performance in this role led to his promotion to Vice President, reflecting his expertise and dedication.
Experience at CIT
Prior to his tenure at Brookfield Asset Management, Jeff Heiner worked at CIT as Assistant Vice President, FX and Rates Sales from 2014 to 2018. In this role, he handled foreign exchange and interest rate products, providing sales and advisory services to clients. This position allowed him to develop his skills in financial products and deepen his understanding of the dynamics of foreign exchange and rates markets.
Educational Background
Jeff Heiner has a robust educational background with a Bachelor of Science (B.S.) degree in Finance and Accounting, and a minor in Engineering from Lehigh University. He completed his undergraduate studies between 2010 and 2014. This combination of finance and engineering education has provided him with a broad set of skills, allowing him to approach problems from both technical and financial perspectives.
Chartered Financial Analyst (CFA) Designation
Jeff Heiner is a Chartered Financial Analyst (CFA) charterholder, a prestigious designation that signifies his deep knowledge and proficiency in investment analysis and portfolio management. This certification underscores his expertise in financial markets and solidifies his professional credentials. Holding the CFA designation demonstrates his commitment to maintaining high ethical standards and professional excellence in the field of finance.