Sergio Thomas

Vice President, Private Markets Group Lead at Opus Fund Services

Sergio Thomas, CFA has an extensive work experience in the fund accounting and asset management industry. Sergio started their career in 2008 at Guardian Asset Management Limited, where they worked as an Investment Assistant and later as a Mutual Fund Officer. In 2012, they joined The Citco Group of Companies, holding roles as Fund Accountant, Senior Fund Accountant, and Supervisor. Since 2018, Sergio has been working at Opus Fund Services as an Account Manager, Assistant Vice President, and currently holds the position of Vice President, Fund Accounting.

Sergio Thomas, CFA obtained a Bachelor of Science (B.Sc.) degree in Management with a specialization in Finance and a Minor in Economics from St. Francis College. Additionally, they have completed the CFP® Professional Education Program from FP Canada in October 2020. Sergio also holds the Chartered Financial Analyst (CFA) designation, although the specific details regarding its completion are not provided.

Location

Halifax, Canada

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Opus Fund Services

Launched in 2006, Opus provides a full suite of fund administration and middle and back office services to the hedge fund and alternative investment markets. By leveraging Opus’s distinctive technologies, disciplined processes and industry-leading operations, accounting and technology talent, Opus has brought a superior offering to the hedge fund community. With combined operational experience of more than 100 years, the management team is uniquely positioned to understand the requirements and needs of the hedge fund industry as it relates to the core strategies within the fund administration space. The ownership structure at Opus ensures we are committed to delivering a long term successful service to our client base. Opus Fund Services (Bermuda) Ltd. is licensed by the Bermuda Monetary Authority under the Investment Funds Act 2006. Opus Fund Services (IRE-Admin) Limited is regulated by the Central Bank of Ireland. Our European line is +353 1 571-3060.


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Headquarters

Hamilton, Bermuda

Employees

51-200

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