Dan Phelon, Cfa Email and Phone Number
Dan Phelon, Cfa work email
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Dan Phelon, Cfa personal email
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Over twelve years’ experience in analyst and project roles working in the US, UK and Singapore
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Investment Data AnalystMfs Investment Management Jan 2022 - PresentBoston, Massachusetts, Us -
Risk Analyst - TechnologyMfs Investment Management Jan 2019 - Dec 2021Boston, Massachusetts, UsTechnology business partner for the Enterprise Risk Management team. Responsible for technology risk assessment, vendor onboarding and project oversight. -
Senior Analyst - Project Operations & AnalyticsMfs Investment Management Oct 2015 - Dec 2018Boston, Massachusetts, Us -
Pmo/ Project ManagerZurich Insurance Company Ltd. May 2013 - Apr 2015Zurich, Zurich, Ch• A member of the project steering committee tasked with producing agendas and presenting. Regular meetings held with the CEO, CFO, COO and departmental heads to discuss outstanding actions, project scope changes and risks and issues• Responsible for oversight of project spend, as well as tracking and reconciliation of costs and capitalization of spend to finance systems• Forecast resource requirements to ensure the optimal Business Change team size in line with portfolio requirements and budgets• Manage projects to enhance existing offerings and launch new products. Involved in all stages of product development from conceptualization to implementation• Portfolio planning, including calculation of cost benefit analysis and discussions with key stakeholders to enable portfolio prioritization• Working with Hong Kong and UK based staff to facilitate development and implementation on systems located outside of Singapore• Coached project managers on tools and processes to ensure compliance with the project management framework -
Senior Business AnalystFriends Life Group Sep 2011 - Jan 2013London, Gb• Produced business requirement documents detailing improved cash allocation and fund pricing functionality for a range of over 600 mutual funds• Worked closely with the Head of Investment Operations to create an improved proposition for fund managers, allowing more efficient and diversified investment strategies• Provided feedback and reporting metrics to the project manager and steering committee• Communicated proposed solutions to business and project stakeholders• Wrote, reviewed and executed test scripts for system integration and user acceptance testing• Worked with IT system vendors to understand the additional configuration and system development required to support business requirements -
Senior Fund Pricing AnalystJ.P. Morgan Aug 2007 - Sep 2011New York, Ny, Us• Daily fund NAV verification and sign-off for life and pension funds. Funds priced held a wide range of instruments including equities, fixed income, cash, property and derivatives• Identified potential control risks, raised these to senior management and developed and implemented solutions to rectify issues• Supervision of the Fund Pricing team including training and development, recruitment, setting objectives and completing performance reviews• Managed key departmental relationships including actuarial, client service, fund manager and performance teams • Managed projects including fund launches, closures and mergers. Ensured successful implementation to client satisfaction. Involved in launching over 40 life & pension funds, OEICs and Unit Trusts• Met key internal and external service level agreements, worked to tight deadlines, made decisions in high-pressure situations -
Operational Performance AnalystNational Australia Bank Jun 2006 - Aug 2007Melbourne, Victoria, Au• Worked in the business banking division in a graduate role in the Operations team• Produced and presented manager information reports displaying performance statistics • Supported front office staff with reconciliation of P&L statements• Involved in several successful projects to reduce costs and improve efficiency
Dan Phelon, Cfa Skills
Dan Phelon, Cfa Education Details
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University Of ExeterEconomics -
Boston UniversityComputer Information Systems & Data Analytics -
Pate'S Grammar School -
Boston UniversityComputer Information Systems & Data Analytics -
Boston UniversityComputer Information Systems & Data Analytics -
Boston UniversityMs Computer Information Systems & Data Analytics
Frequently Asked Questions about Dan Phelon, Cfa
What company does Dan Phelon, Cfa work for?
Dan Phelon, Cfa works for Mfs Investment Management
What is Dan Phelon, Cfa's role at the current company?
Dan Phelon, Cfa's current role is Investment Data Management at MFS.
What is Dan Phelon, Cfa's email address?
Dan Phelon, Cfa's email address is da****@****ail.com
What schools did Dan Phelon, Cfa attend?
Dan Phelon, Cfa attended University Of Exeter, Boston University, Pate's Grammar School, Boston University, Boston University, Boston University.
What skills is Dan Phelon, Cfa known for?
Dan Phelon, Cfa has skills like Fixed Income, Financial Services, Equities, Change Management, Derivatives, Project Management, Management, Financial Modeling, Financial Analysis, Business Analysis, Bloomberg, Banking.
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