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Ian Macphail Email & Phone Number

Director, Public Advisory Compliance at Morgan Stanley
Location: Somerville, Massachusetts, United States 7 work roles 3 schools
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Current company
Role
Director, Public Advisory Compliance
Location
Somerville, Massachusetts, United States
Company size

Who is Ian Macphail? Overview

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Quick answer

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.

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Morgan Stanley

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Profile bio

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.

Current workplace

Ian Macphail's current company

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Morgan Stanley
Morgan Stanley
Director, Public Advisory Compliance
Somerville, MA, US
Employees
94640
AeroLeads page
7 roles

Ian Macphail work experience

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Director, Public Advisory Compliance

Somerville, MA, US

Guideline Management Analyst

Current

Greater Boston Area

As 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.

Dec 2021 - Present

Investment Oversight Analyst

Greater Boston Area

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.

Oct 2019 - Nov 2021

Investment Compliance Intern

Greater Boston Area

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.

May 2018 - Aug 2018

Project Support Assistant

University Of Massachusetts Donahue Institute

Hadley, MA

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.

Oct 2016 - Jun 2017

Cashier

Scotty'S On The Hill

Turners Falls, MA

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.

Jul 2013 - Aug 2016

Assistant Swim Coach

Amherst Tritons Swim Team

Amherst, MA

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.

Oct 2015 - Jan 2016
Team & coworkers

Colleagues at Morgan Stanley

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3 education records

Ian Macphail education

FAQ

Frequently asked questions about Ian Macphail

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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?

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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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