Ian Macphail Email & Phone Number
Who is Ian Macphail? Overview
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Ian Macphail is listed as Director, Public Advisory Compliance at Morgan Stanley, a company with 94640 employees, based in Somerville, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Ian Macphail.
Ian Macphail previously worked as Guideline Management Analyst at Insight Investment and Investment Oversight Analyst at State Street Global Advisors. Ian Macphail holds Bachelor Of Business Administration (B.B.A.), Finance, General from Isenberg School Of Management, Umass Amherst.
Email format at Morgan Stanley
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About Ian Macphail
Since 2019 I’ve worked in institutional asset management across a multitude of strategies and asset classes to deliver top-tier solutions within the investment compliance space. Currently a Guideline Management Analyst at Insight Investment, I focus primarily on guideline drafting and coding in addition to monitoring of portfolios to ensure they abide by restrictions set forth by clients and regulators. I utilize my operational and investment experience to provide solutions that optimize our internal processes while satisfying our fiduciary responsibilities to clients. I continually push myself to learn more about the industry by engaging with investment professionals to grow my knowledge outside the operations group.I have a special interest in continually growing my knowledge and experience within the asset management industry, providing a differentiated product and thought process than my peers that can make a lasting impact for those I work with.
Listed skills include Microsoft Office, Powerpoint, Microsoft Word, Microsoft Excel, and 7 others.
Ian Macphail's current company
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Ian Macphail work experience
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Guideline Management Analyst
CurrentAs a member of the Guideline management team, I expanded beyond the core competencies I learned at State Street Global Advisors, garnering a deep understanding of operational and investment processes within Insight Investment. I apply that knowledge in my daily activities to deliver the best-quality guideline coding, monitoring, drafting and overall.
Investment Oversight Analyst
As a member of the Investment Oversight team I diligently analyze compliance rules and violations across multiple systems to ensure optimal investment compliance to benefit both the firm and clients. In addition to daily compliance, I efficiently process client amendments and new funds within several systems and collaborate across many teams to.
Investment Compliance Intern
With the Investment Compliance team at MFS I had the opportunity to collaborate with several departments in a variety of ways to maintain the superior compliance standards in which MFS prides itself. I was responsible for the completion and delivery of daily and weekly reporting tasks in addition to maintaining monthly metrics for the team while.
Project Support Assistant
At the University of Massachusetts Donahue Institute, I was a project support assistant for Head Start's Program Management and Fiscal Operations (PMFO). As part of the PMFO team, I collaborated with the Director of the Donahue Institute, Senior Research Managers, and other members of the team to ensure that the highest quality data was reported to Head.
Cashier
As an employee at Scotty's on the Hill, I was in charge of multiple cash registers, stocking inventory, taking food orders, and customer service while simultaneously ensuring the highest possible degree of accuracy in every transaction and customer interaction. Towards the end of my tenure I was also put in charge of training new employees because of my.
Assistant Swim Coach
With the Amherst Tritons, I found a way to turn my passion for competitive swimming into an experience where I could pass on the knowledge I learned there as a former member of the team. As an assistant coach with the team I primarily worked with swimmers ranging from ages 8-14, but occasionally worked with older swimmers as well. During practices I mainly.
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
Chelsea Gordon
Colleague at Morgan Stanley
New York City Metropolitan Area, United States
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DA
Derek Atakora
Colleague at Morgan Stanley
Atlanta, Georgia, United States, United States
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PS
Prashant Saxena
Colleague at Morgan Stanley
Mumbai, Maharashtra, India, India
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Jeff Puente
Colleague at Morgan Stanley
Queens, New York, United States, United States
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Halima B.
Colleague at Morgan Stanley
New York, New York, United States, United States
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KL
Ken Looper
Colleague at Morgan Stanley
Greater New Orleans Region, United States
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Yukti -
Colleague at Morgan Stanley
Mumbai, Maharashtra, India, India
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JS
Janet Steyl
Colleague at Morgan Stanley
Charlotte, North Carolina, United States, United States
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GC
Grant Canfield
Colleague at Morgan Stanley
Salt Lake City Metropolitan Area, United States
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BD
Brandon Dubuc
Colleague at Morgan Stanley
United States, United States
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Ian Macphail education
Bachelor Of Business Administration (B.B.A.), Finance, General
Bachelor Of Business Administration (Bba), Finance, General
Master Of Business Administration - Mba
Frequently asked questions about Ian Macphail
Quick answers generated from the profile data available on this page.
What company does Ian Macphail work for?
Ian Macphail works for Morgan Stanley.
What is Ian Macphail's role at Morgan Stanley?
Ian Macphail is listed as Director, Public Advisory Compliance at Morgan Stanley.
Where is Ian Macphail based?
Ian Macphail is based in Somerville, Massachusetts, United States while working with Morgan Stanley.
What companies has Ian Macphail worked for?
Ian Macphail has worked for Morgan Stanley, Insight Investment, State Street Global Advisors, Mfs Investment Management, and University Of Massachusetts Donahue Institute.
Who are Ian Macphail's colleagues at Morgan Stanley?
Ian Macphail's colleagues at Morgan Stanley include Chelsea Gordon, Derek Atakora, Prashant Saxena, Jeff Puente, and Halima B..
How can I contact Ian Macphail?
You can use AeroLeads to view verified contact signals for Ian Macphail at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Ian Macphail attend?
Ian Macphail holds Bachelor Of Business Administration (B.B.A.), Finance, General from Isenberg School Of Management, Umass Amherst.
What skills is Ian Macphail known for?
Ian Macphail is listed with skills including Microsoft Office, Powerpoint, Microsoft Word, Microsoft Excel, Public Speaking, Leadership, Time Management, and Social Media.
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