Jack Small, ACA

Notable clients

• Neuberger Berman Loan Advisers (part of the Neuberger Berman Group) - SEC-registered investment adviser that manages its own CLOs and CLOs issued by third parties (AUM US$6 billion)
• Aurum Funds - Hedge fund investment specialist. Audited their Bermudan & Irish portfolios, as well as the management companies for these portfolios. (AUM US$10-15 billion)
• AB CarVal - SEC-registered investment adviser that manages its own CLOs and CLOs issued by third parties (AUM US$21 billion)
  

Responsibilities

• Led audit engagements for investment fund clients, ensuring compliance with IFRS, Irish GAAP, and US GAAP
• Managed client relationships, ensuring clear communication of audit findings, recommendations, and resolving any client concerns promptly.
• Directed teams of 3–10 associates, coaching on technical issues and improving review turnaround times through structured workflow planning.
• Ensured timely completion of audits within budgeted hours, meeting deadlines and delivering high-quality work under tight timelines.
• Partnered with cross-border teams to assess financial instruments, derivative exposure, and debt covenant compliance—enhancing data accuracy and client decision-making.