James O'Connor Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York, United States

New York, New York, United States

- Modeling wireless lease cash flows.- Optimizing pricing to meet growth, cost, and risk criteria.- Tracking and analysis of key performance metrics.- Market research of competitive pricing and trends.- Collaborating with origination, legal, and marketing teams to develop creative products and strategies.- Assessing effectiveness of digital marketing campaigns and inside sales efforts.- Evaluating and reallocating territories for site attributes and data quality.

Bridgewater, New Jersey, United States

- Reporting directly to the COO, devised a new money-market fund allocation strategy for our mutual fund cash balances that optimized investor returns without compromising the liquidity of the portfolios, resulting in millions of dollars in additional annual interest income.- Oversaw portfolio administration for pooled vehicle and separately managed accounts, including relationship management, trade creation, compliance & risk monitoring. Developed customized FactSet performance reports. - As a Salesforce Administrator, maintained a client database and developed new CRM modules for the firm’s Business Development and Client Support functions.- Wrote and edited large sections of the firm’s monthly and quarterly investment commentaries.- Led the firm’s ESG screening, oversight, and compliance efforts. Integrated third-party analytics data into existing Order Management System and reorganized the analyst review process to increase response rates. Leveraged subject expertise to assist Business Development unit with ESG-focused clientele.

Philadelphia, Pa

- Supported a firm of financial advisors with adopting Salesforce as their client relationship management software.- Performed compliance research on the DoL ‘fiduciary rule’ and its effects on the firm’s products and sales. Co-authored, with President and Managing Director of Wealth Management Victor Levy, “Reflections on The DOL’s New Fiduciary Regulation” (see Publications).

Philadelphia, Pa

- Collected and analyzed data using Database Management Language SQL and Statistical software Stata.- Drafted and prepared presentations for educational conferences across Eastern Europe. - Edited numerous papers which were later published in journals of economics and applied mathematics.

- Supported a senior financial advisor in all aspects of estate planning and wealth management.- Prepared financial reports, wrote and edited blog articles and informational presentations.- Performed research on state legal codes and trust fund fee schedules.