Who is Jack R. Murphy? Overview
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Quick answer
Jack R. Murphy is listed as Client Associate at RH, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Jack R. Murphy.
Jack R. Murphy previously worked as Private Wealth Associate at Gw&K Investment Management and Mutual Fund Treasury Analyst at Mfs Investment Management. Jack R. Murphy holds Bachelor Of Business Administration - Bsba, Finance & Fintech, Gpa 3.5 from Northeastern University.
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Email format at RH
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RH
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Profile bio
About Jack R. Murphy
Recent graduate of Northeastern - D'Amore-McKim School of Business - BSBA in Finance & Fintech. Looking for work in New York City & Boston within Financial Services, Wealth Management, and Fintech. Skilled in Communication, Problem Solving, Critical Thinking, Leadership, Strategy, Model Building, Microsoft Office, Python, and Adobe Cloud
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Jack R. Murphy's current company
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4 roles
Jack R. Murphy work experience
A career timeline built from the work history available for this profile.
Private Wealth Associate
- Led the development of a multi-asset allocation model for a $4.5 billion private asset portfolio within BlackDiamond’s client portal, utilizing pivot tables and VLOOKUPs to implement weighted risk tolerances and.
- Executed client-centric initiatives, conducted detailed analysis of regional AUM data to identify growth opportunities and provided tailored portfolio enhancement recommendations, resulting in increased client.
- Developed and presented comprehensive spreadsheets and reports using Excel and proprietary financial systems to track key trends, support investment decisions, and refine forecasting models.
- At the CEO’s request, delivered LinkedIn Sales Navigator training to the sales team, enhancing their strategic warm-calling techniques. Leveraged eVestment insights on top 150 competitor funds to create target product.
Jan 2023 - Aug 2023
Mutual Fund Treasury Analyst
- Maintained internal control documentation and processed vendor payments for 136 domestic mutual funds through MFS’s proprietary database (DIVA), ensuring timely and accurate transactions.
- Managed internal control and risk management initiatives for the Fund Treasury team, identifying key risks and developing policies to ensure compliance with MFS standards.
- Assisted with daily, monthly, and annual mutual fund operations, including budget setting, while supporting accounting oversight through ad hoc assignments and fund distribution calculations.
- Participated in cross-functional risk, control, and regulatory projects, delivering presentations on internal controls and emerging topics, including the Metaverse, to senior investment professionals.
Jul 2021 - Dec 2021
Assistant Manager
Lobster Cover Marina
- Demonstrated a commitment to customer satisfaction by facilitating operations for the fuel station and mooring area, catering to over 100 customers. Maintained high standards of service delivery to enhance the overall.
- Orchestrated the efficient management and monitoring of daily sales, overseeing fuel, moorings, and dockage. Leveraged Excel to generate comprehensive reports, providing valuable insights into inventory levels and.
- Implemented an organizational system using MS Calendar for weekly staff schedules, enhancing staff coverage reliability and operational efficiency.
May 2015 - Jul 2021
3 education records
Jack R. Murphy education
Bachelor Of Business Administration - Bsba, Finance & Fintech, Gpa 3.5
Business Admin: Finance
High School Diploma, High School
FAQ
Frequently asked questions about Jack R. Murphy
Quick answers generated from the profile data available on this page.
What company does Jack R. Murphy work for?
Jack R. Murphy works for RH.
What is Jack R. Murphy's role at RH?
Jack R. Murphy is listed as Client Associate at RH.
Where is Jack R. Murphy based?
Jack R. Murphy is based in New York, New York, United States while working with RH.
What companies has Jack R. Murphy worked for?
Jack R. Murphy has worked for Rh, Gw&K Investment Management, Mfs Investment Management, and Lobster Cover Marina.
How can I contact Jack R. Murphy?
You can use AeroLeads to view verified contact signals for Jack R. Murphy at RH, including work email, phone, and LinkedIn data when available.
What schools did Jack R. Murphy attend?
Jack R. Murphy holds Bachelor Of Business Administration - Bsba, Finance & Fintech, Gpa 3.5 from Northeastern University.
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