ABOUT OPUS FUND SERVICES
We are, like you, engineered for growth
ABOUT OPUS
Just Like You, Opus Is Engineered For Growth
Opus is an award-winning, independently owned and operated full-service global fund administrator.
We launched a technology-based fund administration platform in 2006, when spreadsheets ruled. We were pioneers, recognizing the need for technology and innovation within fund administration. Since then, we’ve been on a continuous automation journey, solving industry challenges in new ways.
Our proprietary technology is developed and evolved in-house to be intelligently automated, exponentially scalable, and radically transparent. Our platform puts you in control and you can trust it. Because, uniquely, you can see exactly how the work gets done with your own eyes. No hidden spreadsheets or vaporware.
It allows us to precisely support, calculate, and communicate your performance in ways that are tailored to your strategy and business needs, and commensurate with the ever-higher expectations and standards of modern investors.
Fast forward to today, where we are now leading the way in meaningfully implementing artificial intelligence in fund administration, to get things right, faster, with less operational risk plus an enhanced client experience. This frees our teams to provide the attention you and your investors deserve. And creates the efficiencies that empower us both to keep achieving more with less.
“Opus’ secret weapon is purpose-built automation that transforms how fund administration is done.”
JILL ILLSEY
HEAD OF INTERNAL PROJECT DESIGN
“We strive to provide top-tier service to every Opus client.”
LAURA CLARKE
VP OF CLIENT SOLUTIONS
“Over 50% of our assets under administration come from fund managers who have made the switch from prior admins.”
JAMES JACKSON
EXECUTIVE VICE PRESIDENT
Opus helps managers of all strategies to scale through automation, focus on growth, and confidently demonstrate operational excellence to their investors.
Our Goals
Next-generation fund managers are different by design. They know in a hypercompetitive, rapidly changing world that conventional choices no longer deliver an edge. Like them, new thinking, technology, and talent is what makes us stand out.
Continuous Innovation
Our platform allows Opus to convert manual and complex processes into scalable, automated digital workflows.
Continuous Innovation
Our platform allows Opus to convert manual and complex processes into scalable, automated digital workflows.
Full Transparency
Nobody likes surprises. Our proprietary portal gives clients 24/7 access into our operations platform, providing easy oversight and full control.
Full Transparency
Nobody likes surprises. Our proprietary portal gives clients 24/7 access into our operations platform, providing easy oversight and full control.
Client-Centric Service
Our priority is always the client, and we’ve built a business that adapts and evolves to meet their needs and industry requirements.
Client-Centric Service
Our priority is always the client, and we’ve built a business that adapts and evolves to meet their needs and industry requirements.
Highest Value
We offer the industry’s most compelling blend of quality service, tech-driven solutions, and rational client-specific fees.
Highest Value
We offer the industry’s most compelling blend of quality service, tech-driven solutions, and rational client-specific fees.
Our Leadership Team
Robin Bedford
Chief Executive Officer
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Robin Bedford is the hands-on Chief Executive Officer of Opus Fund Services. He has extensive experience in the hedge fund industry, and a particular focus on strategic and tactical development of the Opus award-winning solution. Previously, Robin was a member of the global senior management team, and head of the Bermuda office for the Citadel Investment Group fund administration platform, Omnium. The teams’ remit was to bring to market, the Citadel internal back and middle office platform. Robin’s extensive leadership experience includes a 6-year role as President of the Dundee Leeds group of companies, a fund administration subsidiary of the Dundee Corporation, listed on the Toronto Stock Exchange under the symbol “DC.A”. Robin is a member of the Institute of Chartered Accountants of England and Wales and graduated with an Honors degree in Business Studies from University of Teesside, England. He has over 20 years’ experience in the hedge fund industry and is a Director and Officer of a number of well-known offshore fund vehicles.
Christian Pollard
Regional CEO – EMEA
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Christian Pollard is the Regional CEO of Opus Fund Services and is responsible for leading global business development and client solutions for the Opus group from his base in Dublin, Ireland. He benefits from 20 years of operational and client facing experience, with the last 15 years at Opus having joined in 2009 to establish and lead the transfer agency function in his native Bermuda. Christian subsequently relocated to Dublin to launch Opus’ Irish regulated business and EMEA headquarters where he is currently focused on building out Opus’ proprietary technology platform and fund administration offering across the region. Christian’s background includes having served as Vice President and Consultant to the Renaissance Group as well as serving a number of operational roles at Dundee Leeds Management. He also has a strong background in corporate governance and compliance through his experience acting as a director and officer to a number of large offshore investment funds and multinational companies across various domiciles.
Mike Canni
Chief Operating Officer
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Mike Canni, Chief Operating Officer of Opus Fund Services, has been an integral part of the Opus group as a cofounder since 2009, leading the development of its award-winning fund administration technology platform. With previous global onboarding roles at Citadel, Bank of America, and Spectrum, Mike brought a wealth of experience in operational leadership to the company. Under Mike’s direction, Opus’ platform was built from the ground up, enabling seamless client and investor access through a secure, cutting-edge online portal. His focus on innovation has driven the platform’s continuous expansion, earning it dozens of industry awards and distinguishing the company as a leader in hedge fund administration technology. A firm believer in empowering talent, Mike’s leadership philosophy centers on hiring the best people and giving them the freedom to innovate. This approach has fostered a dynamic tech team responsible for the platform’s ongoing success. Alongside his technical expertise, Mike contributes to shaping the company’s strategic direction, helping ensure that technology and client service remain key drivers of Opus’s continued success.
Jonathan Chapman
Chief Integration Officer
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Jonathan Chapman joined Opus Fund Services in 2010 and currently serves as Chief Integration Officer as a member of the senior management team. He has held a variety of roles during his tenure at Opus, building teams in Portfolio Accounting, Client Solutions, Implementation, and a dedicated Closed End Fund and Private Equity group. Prior to joining Opus, Jon worked at Bank of America Merrill Lynch in the Global Middle Office, as well as various fund administrators. Jon is a Certified Public Accountant and lives in the suburbs of Chicago, IL.
Janet Olsen
Global Head of HR
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Janet Olsen, based in Halifax, Canada, is the Global Head of Human Resources at Opus, bringing 14 years of industry experience to her role. Since joining Opus in 2022, Janet has taken a leading role in strategic and business planning to ensure the company has the right people, doing the right work, at the right time. Prior to Opus, she served as the Senior Vice President of Human Resources, North America & Caribbean for the Citco Group of Companies. Janet earned her Bachelor of Science degree from Dalhousie University in Halifax and has been a Certified Professional in Human Resources (CPHR) since 2014.
Geoff Appleby
Executive Vice President
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Geoff Appleby, based in Halifax, Canada, is the Executive Vice President of Enterprise Architecture at Opus. He brings over 30 years of experience in financial services, technology leadership, and operational transformation to his role. Since joining Opus, Geoff has been responsible for leading the modernization and strategic evolution of the firm’s core fund administration platforms, ensuring the technology foundation scales with the business and supports continued global growth.
Prior to Opus, Geoff served as Senior Vice President at Citco and later as Head of Operations at Castle Hall Diligence. Throughout his career, he has held senior leadership roles spanning operational oversight, platform development, client delivery, and risk management.
Geoff earned a Bachelor of Business Administration with Computer Science from Acadia University. He holds both the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) designations and is a long-standing member of the Atlantic Canada CFA Society.
Jody MacCormack
Executive Vice President
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Jody MacCormack is the Head of Digital Experience and Innovation at Opus Fund Services, based in Halifax, Canada. With over 17 years of fund administration experience, Jody leads the development and delivery of Opus’ internal and external technology solutions, ensuring the firm’s digital tools align seamlessly with business objectives and client needs.
Since joining Opus in 2018, Jody has played a key role in advancing the firm’s technology strategy and innovation initiatives. Prior to Opus, she managed a variety of technology and strategic transformation projects at the Citco Group of Companies, gaining extensive experience in systems development, operational efficiency, and client service enhancement.
Jody holds a Bachelor of Business Administration from Acadia University in Nova Scotia and has been a certified Project Management Professional (PMP) since 2015.
James Rea
Chief Information Officer
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Currently serving as Chief Information Officer at Opus Fund Services, James Rea originally joined the company as Vice President of Technology Solutions. With over 20 years of experience in technology and business, James has developed a diverse skill set, hands-on expertise, and a comprehensive understanding of the relationship between IT and business strategy.
In his CIO role, James oversees IT strategy, infrastructure, and system integrations to align with the organization’s goals, support digital transformation, and uphold high standards for information security. Focusing on harmonizing business needs with innovative IT solutions has been key to advancing Opus’s technological and operational excellence.
James is known for his strategic vision and leadership, which have been instrumental in driving large-scale IT initiatives that enhance productivity, client satisfaction, and overall growth. James brings a solid background in programming, cybersecurity, data management, and infrastructure development to his role, establishing resilient technology frameworks that secure and optimize operations. Throughout his career, James has fostered a forward-looking digital culture, implementing advanced analytics, automation, and cloud solutions that streamline processes.
Sally Gilding
Financial Controller
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Sally Gilding is the Financial Controller at Opus Fund Services and has been with the company since 2009, making her one of its earliest team members. Sally brings over two decades of experience in finance and accounting, with a strong foundation in both practice and fund administration.
Sally earned her degree in Mathematics with Management Studies from the University of East Anglia in the UK in 2001. She qualified as a Chartered Accountant with the ICAEW in 2004 while working in practice, and later worked as a fund accountant in Bermuda from 2006 to 2008 before joining Opus.
Outside of work, Sally is a competitive masters athlete, training and competing at county, regional, and national levels. Sally is currently ranked 2nd in the UK for sprint hurdles and pentathlon in her age group.
James Jackson
Executive Vice President
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James Jackson is an accomplished operations executive with over 26 years in financial services, specializing in hedge fund administration. He currently serves as Executive Vice President at Opus Fund Services, leading strategic projects and operational teams to drive scalable growth and efficiency. Previously, James held senior leadership roles at Citco Fund Services, where he oversaw global teams and delivered multi-million dollar savings through automation and strategic workforce planning.
James began his career in London with firms such as Barclays Capital, Morgan Stanley, and Schroders Investment Management. He holds an Associate designation from the Chartered Institute of Management Accountants (UK), a Lean Six Sigma Yellow Belt, and a BA in Politics from the University of Wales, Swansea.
Mark Atkinson
Global Head of Technical Sales
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Mark serves as Global Head of Technical Sales and Regional Chief Operating Officer of Opus Fund Services (IRE-admin) Limited. In addition to leading the technical sales department, Mark actively supports Opus’ business development initiatives by leading operational demonstrations for investor allocators and third-party due diligence firms, showcasing how Opus leverages technology and intelligent automation to mitigate operational risk. He also delivers educational sessions to external stakeholders, including legal and audit firms, on best practices in fund administration.
Mark has been with Opus for a decade having previously overseen the global operational teams and brings over 25 years of senior management experience across asset management and fund administration. Prior to joining Opus, he held executive positions at Sanlam Asset Management, GlobeOp Financial Services, and Coronation Fund Managers in Ireland. Earlier in his career, he worked in investment banking in London with Salomon Brothers and HSBC.
Helen Millington
Chief Risk Officer
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Helen Millington is the Chief Risk Officer at Opus Fund Services and has been with the company since 2017. With 27 years of industry experience, Helen is responsible for risk identification, quantifying, evaluation, and management. Prior to joining Opus, Helen was COO at Altree Fund Services Ltd. and prior to that she was Group Manager at Hemisphere Management Ltd., both based in Bermuda. Helen qualified as a Fellow of the Association of Chartered Certified Accountants in 1989.
Leo LaForce
Vice President
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Leo LaForce serves as Vice President, joining Opus in 2024, and is responsible for brand marketing and upmarket sales strategy across hedge fund, private markets, and asset owner verticals. Leo works closely with Opus’ global business development team, helping fund managers of all strategies adopt scalable infrastructure, reduce operational risk, and deliver world-class investor experiences. Leo is also actively engaged with the institutional investor community, supporting allocators’ operational due diligence on both Opus and our clients.
Prior to Opus, Leo was the Chief Revenue Officer for Linqto, a global investment brokerage platform generating over $110 million in annual sales and supporting over 250,000 users in 80 countries, and the Co-Founder of FCM Global, an integrated life sciences company.
Leo has also held previous senior roles within fund administration, serving as the Head of Sales and Chief Marketing Officer at HedgeServ Corporation, leading the growth of that company to over $300 billion in assets under administration. Before HedgeServ, Leo was the Global Head of Customer Success at GlobeOp Financial Services, where he executed the firm’s strategic transformation to a client-centric service model.
Leo started his financial services career at UBS Investment Bank and is a graduate of the University of Connecticut and the Maastricht School of Management.
Greg Beaton
Global Head of Portfolio Accounting
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Greg Beaton is the Head of Portfolio Accounting at Opus Fund Services. Based in the Glasgow office. He leads a global team of over 50 professionals, driving operational excellence and ensuring accurate, timely portfolio accounting delivery. Greg brings 13 years of investment accounting experience with deep expertise in hedge fund structures and derivative accounting.
Before joining Opus, Greg was a Director at BlackRock, heading the global Derivative Investment Accounting team within their outsourced insurance accounting service. He previously spent nearly a decade at Morgan Stanley Fund Services, overseeing accounting for a wide range of long/short equity and hybrid hedge funds. Greg has a strong track record of improving processes, strengthening controls, and partnering with product development teams.
A Fellow ACCA, he holds a B.Acc in Accounting and Finance from the University of Glasgow and a Green Belt in Lean Six Sigma.
Lindsay Muldoon
Head of Sales - Americas
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Lindsay Muldoon is Head of Sales – Americas at Opus Fund Services. Lindsay is responsible for leading the firm’s growth strategy and expanding its presence among hedge fund and alternative investment managers. She oversees all aspects of new client acquisition, partner relationships, and go-to-market initiatives, working closely with product, operations, and executive leadership to position Opus’s fund in a competitive market.
Prior to her role at Opus, Lindsay was Senior Vice President, Global Fund Services within the Corporate & Institutional Services (C&IS) North America division, where she focused on new business development for Northern Trust Hedge Fund Services (NTHFS). In this role, she was responsible for promoting NTHFS’s fund administration, operational outsourcing, and global custody capabilities to hedge fund and private equity managers, helping clients drive efficiency across their middle- and back-office operations.
Lindsay began her career at Goldman Sachs & Co. and holds a Bachelor’s degree in Finance from Fairfield University.
Nikki Coia
Global Head of Client Success
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Nikki Coia is Global Head of Client Success at Opus Fund Services. Nikis is a senior operations leader with nearly 20 years experience working in regulated environments within financial services. She specialises in operational transformation, service delivery and regulatory assurance, with a strong track record of improving governance and turning regulatory requirements into practical, scalable ways of working that deliver for clients, underpinned by continuous improvement.
Most recently, Nikki was Head of Client Solutions at Nucleus Financial. There, she led a team of over 200 across front and back-office operations. She’s known for building high performing, accountable teams across both in-house and outsourced models, and for being a trusted partner to Boards and Executive teams. Nikki brings with her a transparent approach to leadership, particularly during periods of complex change.
Nikki began her career at Citi and is a graduate of the University of Strathclyde.
Robin Chisholm
Regional COO, EMEA
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Robin Chisholm is Regional COO, EMEA at Opus Fund Services, responsible for leading the firm’s fund administration operations in the region.
Robin brings over 20 years of financial services industry experience with an emphasis on technology-enabled transformation, building and leading high-performing global teams, scaling operational processes and systems and optimizing client experiences.
Prior to Opus, Mr. Chisholm served in several senior roles at BlackRock, most recently as EMEA Head of Cash Operations and Governance across a $3 trillion AUM platform at BlackRock. Earlier in his career Mr. Chisholm spent a decade at Morgan Stanley, where he was a Corporate Actions Director. Mr. Chisholm is a graduate of the University of Glasgow and holds numerous certifications from the Chartered Institute for Securities and Investment.