John E. (Jack) Mccarthy Email and Phone Number
John E. (Jack) Mccarthy personal email
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John E. (Jack) McCarthy is a Senior Performance Analyst at Columbia Threadneedle Investments. Columbia Threadneedle Investments has been a leader in Global Asset Management. As an Performance Analyst, Jack compares intended outcomes with actual outcomes, evaluates quality control to see how effective they are and identifies errors in a system. Jack graduated from of The University of Massachusetts, Amherst with a Bachelors of Arts Degree in Economics. Jack has experience contributing to the smooth and successful operations of a small business, a large and very busy national law firm and a prestigious financial corporation.Bloomberg – PowerPoint – Microsoft Word – Excel – Written & Verbal Communication – Social Media – Digital Media – Access – Windows Operating System – Mac Operating System – HTML – Customer Service – Project Management – Needs Assessment – Research – Conversational Spanish To contact Jack McCarthy:Phone: (781) 820-3133Email: jemccarthy71@gmail.com
Columbia Threadneedle Investments, Us
View- Website:
- columbiathreadneedle.com
- Employees:
- 2448
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Manager, Performance AnalyticsColumbia Threadneedle Investments, UsDanvers, Ma, Us
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Senior Performance AnalystColumbia Threadneedle Investments, Us Jul 2022 - PresentBoston, Massachusetts, United States -
Performance AnalystColumbia Threadneedle Investments, Us Jan 2018 - Jun 2022Boston, MaAs an Performance Analyst, Jack compares intended outcomes with actual outcomes, evaluates quality control to see how effective they are and identifies errors in a system. Reports with daily and monthly data are delivered to the expecting parties. In addition, he is responsible to communicate daily with Portfolio Manager’s as well as the accounting department. Jack processes and delivers Ad-Hoc requests through many platforms including Lipper for Investment Management and Morningstar Direct.
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Mutual Fund Accountant Associate Level 2State Street Aug 2016 - Dec 20171 Iron Street, Boston Ma 02210As a Mutual Fund Accountant Associate Jack is responsible for calculating expenses, capstock, dividend shares, paydowns and short term pricing for multiple funds. In addition, he is responsible to communicate daily with Client Operations to update expense accruals as well as expense true ups. Jack uses V-Lookup and other excel functions daily to retrieve data some multiple documents run. Jack reviews all work ran off-shore to verify that all the information is correct. -
Mutual Fund Accountant Associate Level 1State Street Feb 2016 - Jul 20161 Iron Street, Boston Ma 02210As a Mutual Fund Accountant Associate Jack is responsible for calculating expenses, capstock, dividend shares, paydowns and short term pricing for multiple funds. In addition, he is responsible for running multiple macros to process all the new changes in the markets for the current day. Jack manages and troubleshoots account alerts and takes appropriate action.
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Summer InternFoley & Lardner Llp 2013 - 2015Boston, MaFor two consecutive summers, Jack McCarthy interned at the Boston offices of Foley & Lardner, a national, award-winning legal firm specializing in all aspects of the legal profession with special expertise in the business sector. Jack was responsible for preparing and managing confidential legal documents, organizing and preparing meeting spaces and collating and delivering mail and packages throughout the firm accurately and on-time. -
Customer Service & Equipment ManagementGannon Municipal Golf Course 2008 - 2012Lynn, MaJack McCarthy provided exceptional customer service to clients in this semi-private 18 hole golf club. In addition to assisting club clients, Jack was responsible for overseeing the training of new hires, inspecting and scheduling maintenance for golf carts and managing vending machine inventory.
John E. (Jack) Mccarthy Education Details
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Economics -
Business Administration And Management, General -
Danvers High School
Frequently Asked Questions about John E. (Jack) Mccarthy
What company does John E. (Jack) Mccarthy work for?
John E. (Jack) Mccarthy works for Columbia Threadneedle Investments, Us
What is John E. (Jack) Mccarthy's role at the current company?
John E. (Jack) Mccarthy's current role is Manager, Performance Analytics.
What is John E. (Jack) Mccarthy's email address?
John E. (Jack) Mccarthy's email address is je****@****ail.com
What schools did John E. (Jack) Mccarthy attend?
John E. (Jack) Mccarthy attended University Of Massachusetts, Amherst, University Of Massachusetts Dartmouth, Danvers High School.
Who are John E. (Jack) Mccarthy's colleagues?
John E. (Jack) Mccarthy's colleagues are Donna Godbout, Kevin Connaughton, Lauren Rochon, Matt Brophy, Adam Burke, Normand Desrosiers, Moller M.
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