Greg Needham

Greg Needham Email and Phone Number

Investor Relations Associate - J.P. Morgan & Chase Co. @ JPMorgan Chase & Co.
New York, NY, US
Greg Needham's Location
New York City Metropolitan Area, United States, United States
Greg Needham's Contact Details

Greg Needham personal email

n/a

Greg Needham phone numbers

About Greg Needham

Investor Relations Product Associate - Private Equity Studied finance at Fairleigh Dickinson University

Greg Needham's Current Company Details
JPMorgan Chase & Co.

Jpmorgan Chase & Co.

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Investor Relations Associate - J.P. Morgan & Chase Co.
New York, NY, US
Website:
jpmorganchase.com
Employees:
213060
Greg Needham Work Experience Details
  • Jpmorgan Chase & Co.
    Jpmorgan Chase & Co.
    New York, Ny, Us
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  • Jpmorgan Chase & Co.
    Investor Relations - Product Associate
    Jpmorgan Chase & Co. Nov 2021 - Present
    New York, Ny, Us
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  • Ubs Realty Investors Llc
    Investment Accountant
    Ubs Realty Investors Llc Mar 2021 - Jul 2021
    • Assist with Yardi general ledger system implementation and conversion. • Work with third party property management firms, to create and validate templates to be used for monthly reporting. Onboard users and handle ad hoc requests to update chart of accounts.• Review properties at quarter end, examine variances in NOI and balance sheet differentials.• Running IRR calculations for the portfolio managers on potential disposition opportunities.• Review tax returns for wholly owned and joint venture properties - Tie back key tax return components to accounting platform
  • Bny Mellon
    Fund Accountant - Global Structured Products
    Bny Mellon Apr 2017 - Jan 2021
    New York, Ny, Us
    • Oversee all activities in unit investment trusts, perform custodial and fund accounting functions.• Maintain accounting records relating to a specific group of UITs in accordance with trust indenture and department policies and procedures.• Responsible for liquidation of portfolios, termination of trusts, reconciliation, processing corporate actions and reinvestment of distribution income.• Responsible for cash and asset reconciliations, accounting, daily NAV generation, deposit of new trusts, issue resolution, monitoring overdrafts, and ad hoc reporting.• Identify and communicate any issues that affect the accuracy of the account records.• Responsible for processing wire payments to various brokers.
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  • Pgim Real Estate
    Investment Analyst - Sustainability
    Pgim Real Estate Jan 2016 - Jan 2017
    Newark, Nj, Us
    • Evaluate capital expenditures and operating expenses to track investments budgeted for sustainability, across various property types both domestic and international.• Support the asset management operation by aggregating and quantifying large sets of energy, water and waste data for asset managers and property managers to utilize. • Analyze building performance using EnergyStar Portfolio Manager and GreenPrint, for corporate sustainability reporting in the CSR framework.• Convey message to stakeholders that lowering operating costs by efficiently reducing consumption will add value to individual assets, as well the firm.• Recorded data on over 900 assets for 2015 year-end, which exceeded projections and increased participation among property managers.
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  • J.H. Darbie & Co
    Sales & Trading Intern
    J.H. Darbie & Co Jun 2015 - Aug 2015
    Sales & trading•Researched asset allocation strategies designed to help manage risk while pursuing various long-term financial goals via upside participation and downside protection•Prospected for high net-worth individuals and determined their eligibility for the firm’s investment strategies•Attended and actively participated in daily meetings to discuss global macroeconomic events dealing with financial markets and economies

Greg Needham Skills

Microsoft Excel Microsoft Word Powerpoint Microsoft Office Time Management Budgets Customer Service Leadership Public Speaking Social Media Sales Strategic Planning Marketing Teamwork Event Planning Financial Risk Fund Accounting Nav Fund Services Global Custody International Settlements Fx Operations Nostro Reconciliation Smartstream Tlm

Greg Needham Education Details

  • Fairleigh Dickinson University-Florham Campus
    Fairleigh Dickinson University-Florham Campus
    Finance

Frequently Asked Questions about Greg Needham

What company does Greg Needham work for?

Greg Needham works for Jpmorgan Chase & Co.

What is Greg Needham's role at the current company?

Greg Needham's current role is Investor Relations Associate - J.P. Morgan & Chase Co..

What is Greg Needham's email address?

Greg Needham's email address is gr****@****ase.com

What is Greg Needham's direct phone number?

Greg Needham's direct phone number is +197373*****

What schools did Greg Needham attend?

Greg Needham attended Fairleigh Dickinson University-Florham Campus.

What are some of Greg Needham's interests?

Greg Needham has interest in Social Services, Education, Environment, Health.

What skills is Greg Needham known for?

Greg Needham has skills like Microsoft Excel, Microsoft Word, Powerpoint, Microsoft Office, Time Management, Budgets, Customer Service, Leadership, Public Speaking, Social Media, Sales, Strategic Planning.

Who are Greg Needham's colleagues?

Greg Needham's colleagues are Justin Bradley, Alanna Ossanlou, Divya.n Raikar, Zheng Yin, Mike Brown, Amy Wander, Siddharth Jain.

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