John Engstrom Email and Phone Number
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John Engstrom is a Brokerage Operations Analyst and SCRUM Master at Fidelity Investments. He possess expertise in performance analysis, account reconciliation, series 7 licensee, investments, credit and 12 more skills.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
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Brokerage Operations Analyst And Scrum MasterFidelity InvestmentsMonroe, Ct, Us
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Brokerage Operations Analyst / Scrum MasterFidelity Investments May 2018 - Present∙Senior analyst responsible for all corporate actions activity in Tax 1099B form; $3T assets managed. ∙Scrum master for tax forms group; run JIRA agile board for current sprints of all employees including automation enhancements, training materials, and daily processes. ∙Research taxability of events from third party vendors such as Wolters Kluwer; run system-wide fixes. ∙Train, mentor and assist new employees and interns on cost basis system. ∙Lead department wide town hall prep, organization and execution for senior management. ∙Collaborate with legal, compliance, and information technology for regulatory and system enhancements.
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Senior Performance AnalystFidelity Investments Oct 2016 - May 2018∙Principal performance tester for firm’s performance management accounting system (PMA), a multi-million dollar project; on-boarded firm’s brokerage and managed accounts into in-house proprietary calculation engine. ∙Presented to senior management at regular intervals, regarding program needs and future enhancement requirements. ∙Analyzed and worked with IT budget; communicated and pushed for critical fixes. ∙Oversaw conversion process entailing large data consumption into engine; reported on daily calls with IT, business partners, and compliance teams to ensure all stakeholders were up-to-date and satisfied with progress. ∙Reviewed and adjusted policies and procedures with CDP (back-end data source) and PMA (front-end performance engine). ∙Assisted in formation of CDP reconciliation tool for data; produced a break report with transaction deviations.
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DirectorMorgan Stanley Jan 2009 - Oct 2016New York, Ny, Us∙Middle office director in performance reporting. Served as liaison to financial advisors, via phone and service portal, for accurate performance for managed accounts nation-wide. ∙Responsible for the Morgan Stanley Smith Barney system/reporting integration. -
Assistant Vice PresidentMorgan Stanley Jun 2007 - Jan 2009New York, Ny, UsUAT review for various projects including firm switch from modified Dietz performance to daily calculations on advisory platform.
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AssociateMorgan Stanley May 2004 - Jun 2007New York, Ny, Us∙Reconciled third party, non-custodial, mutual funds, and in house Citigroup Asset Management advisory accounts via Smart Stream and in house proprietary system, SBAM. (Smith Barney Asset Management). ∙Reviewed and adjusted Citigroup Asset Management accounts that lay outside performance parameters due to flow, market value, or below the line asset errors. Assets under Management, $437 Billion.
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Mentor And TutorIona College Sep 2004 - Dec 2004New Rochelle, Ny, Us- Tutored students in Financial Accounting fundamentals, journal entries, debit/credit system of bookkeeping, financial statement analysis, time value of money, and depreciation methods. - Mentored college freshman to help assimilate to school and college life; performed weekly meetings discussing registration, college infrastructure and policies. -
InterneeUbs Apr 2004 - Jun 2004Zurich, Ch- Performed clerical and computer oriented account maintenance functions for brokers. - Gathered information on mutual funds, stocks, and investment instruments to keep employees notified of changes in the market place. - Informed clients and potential clients of upcoming events and activities. - Observed brokers in daily environment to gain knowledge of industry and profession
John Engstrom Skills
John Engstrom Education Details
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Iona UniversityGeneral
Frequently Asked Questions about John Engstrom
What company does John Engstrom work for?
John Engstrom works for Fidelity Investments
What is John Engstrom's role at the current company?
John Engstrom's current role is Brokerage Operations Analyst and SCRUM Master.
What is John Engstrom's email address?
John Engstrom's email address is jo****@****ley.com
What schools did John Engstrom attend?
John Engstrom attended Iona University.
What skills is John Engstrom known for?
John Engstrom has skills like Performance Analysis, Account Reconciliation, Series 7 Licensee, Investments, Credit, Mutual Funds, Financial Accounting, Management, Finance, Accounts Payable, Analysis, Portfolio Management.
Who are John Engstrom's colleagues?
John Engstrom's colleagues are Melanie Cahill, Hector Castillo, Robert Koch, Dylan Hayes, Kelsey Baker, Jennifer Griffiths, Julian Kidd, Cfp®.
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