Jacob Smith
InvestorDirector of Finance and Operations at Helena Special Investments · Senior Associate at Endeavor Catalyst
Bradenton, Florida, United States
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263 people in our graph share verified history with Jacob — schools, employers, funds. One of them is your warm intro.
About
Jacob Smith is Director of Finance and Operations at Helena Special Investments, where he handles fund administration, financial management, and compliance across the firm's investment platforms. He previously worked as Director of Finance and Fund Operations at Soma Capital Management and held senior roles at SAX Capital and Osceola Capital Management, focusing on fund operations, reporting, and LP transparency. He earned undergraduate and graduate degrees from the University of South Florida.
Contact· self-published, not guessed
Experience
- HelenaDirector of Finance And Operationscurrent2025 — present
- Soma CapitalDirector of Finance And Operations2023 — 2025
- Soma CapitalFinance and Operations Manager2022 — 2023
- SAX CapitalSenior Operations Manager2022
- Osceola Capital ManagementOperations Manager2016 — 2022
- Clearwell GroupIntern2015 — 2016Tampa, Florida
- One City Ministries - Nonprofit OrganizationVolunteer2013 — 2014Uganda, Africa
Skills & more
From Jacob's professional profile.
Colleagues at Helena Special Investments
Frequently asked questions
- Who is Jacob Smith?
- Jacob Smith is Director of Finance and Operations at Helena Special Investments, where he handles fund administration, financial management, and compliance across the firm's investment platforms. He previously worked as Director of Finance and Fund Operations at Soma Capital Management and held senior roles at SAX Capital and Osceola Capital Management, focusing on fund operations, reporting, and LP transparency. He earned undergraduate and graduate degrees from the University of South Florida.
- Where does Jacob Smith work?
- Jacob Smith is Director of Finance and Operations at Helena Special Investments.
- Where did Jacob Smith go to school?
- Jacob Smith studied at University of South Florida (Bachelor’s Degree, Business Administration and Management, General); University of South Florida (Master of Business Administration - MBA).
Same school
Also attended University of South Florida62
+ 56 more
Shared employers
Also worked at Soma Capital33
+ 27 more
