Toronto · Boston

Awais
Jaffery

Vice President, Solutions Consulting — Data, AI & Analytics at BNY.

Previously Invesco, State Street. Nearly two decades in investment operations, fund accounting, and NAV oversight.

01 — Experience

The work, role by role.

Vice President · Solutions Consulting, Data, AI & Analytics

BNY

2022 — Present · Toronto

Leading implementation projects for enterprise-wide NAV oversight and contingency solutions — bringing data, AI, and analytics to the operational core of asset servicing.

Business Insights · Product Vision · Enterprise Implementations
Implementation Consultant Specialist

Milestone Group — a BNY company

2022 — 2025 · Boston · Remote

Managing technology projects and delivering innovative automation solutions within investment operations — replacing manual process with systems that scale.

Automation · Technology Delivery · Investment Operations
Operations Lead

Invesco

2021 — 2022 · United States

Operations leadership alongside an executive committee seat with the Invesco Pan-Asian Professionals Network — vendor onboarding, committee finance, events, and relationship management.

Operations · Vendor Management · Community Leadership
Manager · NAV Assurance & Oversight

Invesco

2019 — 2022 · Toronto

Assurance and oversight of multiple third-party administrators' NAV calculation processes — the control layer between fund accounting and the numbers investors trust.

NAV Oversight · Stakeholder Relations · Risk & Controls
02 — Earlier work

Thirteen years at Invesco, from the ledger up.

Eight roles, one education: fund accounting, tax, reporting, and oversight — the full stack of investment operations.

2018 — 2019Senior Fund AccountantInvesco · Toronto
2017Financial Reporting AnalystInvesco · Toronto
2015 — 2016Senior Fund AccountantInvesco · Toronto
2014Senior Tax AnalystInvesco · Toronto
2012 — 2014Senior Fund Accountant — supervised a team of fund accountants, reviewing daily NAV and performanceInvesco · Toronto
2009 — 2012Fund AccountantInvesco · Toronto
2007 — 2009Investment Accountant — calculated NAVs and daily yields for mutual and money market fundsState Street · Toronto
03 — Leadership

How I lead.

I lead by combining operational depth with a consultant's instinct for the client's real problem.

I started on the ledger — calculating NAVs by hand-checked process at State Street, then supervising fund accountants at Invesco — so the oversight frameworks I now design are built by someone who has sat in every seat they govern. That path, from fund accountant to Vice President, is the argument: controls designed by operators actually get used.

Today that means enterprise implementations at BNY, automation programs at Milestone Group, and a standing focus on the unglamorous work that decides whether teams move fast without breaking trust: clear communication, structured decisions, and honest numbers. Off the org chart, I've served on the executive committee of the Invesco Pan-Asian Professionals Network — because leadership is also who you build community for.

Executive leadership

Team building across fund operations, oversight, and consulting — nearly two decades, eight-plus roles, three institutions.

Communication

Public speaking and written communication treated as core executive skills, practised deliberately.

Structured decisions

Decisions documented, assumptions named, outcomes reviewed — the discipline fund oversight teaches you.

04 — Beyond work

The other two decades.