Jason Osorio
About Jason Osorio
Jason Osorio is the Vice President - Investment Banking Controller at Jefferies, with a background in accounting and extensive experience in various financial roles.
Vice President at Jefferies
Jason Osorio currently holds the position of Vice President - Investment Banking Controller at Jefferies. He has been in this role since 2022. His responsibilities include overseeing financial controls, maintaining regulatory compliance, and supporting the investment banking division with accurate and timely financial information.
Assistant Vice President Roles at Jefferies
Prior to his current role, Jason Osorio served as Assistant Vice President - Investment Banking Controller at Jefferies from 2021 to 2022. He was responsible for managing the financial reporting process and ensuring adherence to internal controls. Earlier, he held the role of Assistant Vice President - Asset Management Controller from 2019 to 2021, overseeing financial operations for the asset management division.
Professional Experience in Financial Control
Jason Osorio began his tenure at Jefferies as a Fund/Corporate Accounting Consultant from 2018 to 2019, focusing on fund accounting and corporate financial management in the Greater New York City Area. Before that, he worked at Cornerstone Capital Management as a Senior Accountant from 2015 to 2017, where he specialized in financial reporting and compliance. His early career includes roles as Accountant II at AIG from 2012 to 2015 and as Accountant at Pall Corporation from 2011 to 2012.
Accounting Expertise and Education
Jason Osorio graduated from the University at Albany, SUNY, with a Bachelor of Science in Accounting, completing his studies from 2005 to 2009. His educational background laid the foundation for his extensive career in various accounting and financial control roles. His expertise spans investment banking, asset management, and corporate accounting, providing him with a comprehensive understanding of financial operations and regulatory requirements.