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Jonathan Mcgee, Cfa, Cipm Email & Phone Number
Global Head of Investment Analytics and Delivery
at
Manulife Investment Management
2 work emails found
@manulife.com
11 phones found area 949, 416, 714, and 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Global Head of Investment Analytics and Delivery
Location
Boston, Massachusetts, United States
Who is Jonathan Mcgee, Cfa, Cipm? Overview
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Quick answer
Jonathan Mcgee, Cfa, Cipm is listed as Global Head of Investment Analytics and Delivery at Manulife Investment Management, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at manulife.com, phone signal with area code 949, 416, 714, 800, and a matched LinkedIn profile for Jonathan Mcgee, Cfa, Cipm.
Jonathan Mcgee, Cfa, Cipm previously worked as Global Head of Investment Analytics & Delivery at Manulife Investment Management and Global Head of Performance Measurement and Analytics at Manulife Investment Management. Jonathan Mcgee, Cfa, Cipm holds Bachelor Of Science (B.Sc.) from University Of Massachusetts Amherst.
Company email context
Email format at Manulife Investment Management
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*@manulife.com
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AeroLeads found 2 current-domain work email signals for Jonathan Mcgee, Cfa, Cipm. Compare company email patterns before reaching out.
Profile bio
About Jonathan Mcgee, Cfa, Cipm
Financial services industry executive with comprehensive knowledge of buy-side operations and data analytics.Key Competencies include:• Business strategy and leadership• Investment performance measurement & attribution• Data governance and management• Middle and back office• Digital transformation and data intelligence • Client reporting and service management• ESG Data and Reporting• Transformation and change management• Operational efficiency and business process re-engineering• GIPS Compliance
Listed skills include Performance Measurement, Fixed Income, Equities, Portfolio Management, and 27 others.
Current workplace
Jonathan Mcgee, Cfa, Cipm's current company
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12 roles
Jonathan Mcgee, Cfa, Cipm work experience
A career timeline built from the work history available for this profile.
Global Head Of Investment Analytics & Delivery
CurrentProvide global leadership and strategy for a diverse, multifaceted investment and research support team located in North America, Asia, and EMEA.Performance MeasurementInvestment Analytics & AttributionQuantitative DevelopmentInternal, regulatory, and client reportingGIPS ComplianceBusiness Intelligence and competitor analysisData ManagementMarket Data Procurement
Jan 2019 - Present
Global Head Of Performance Measurement And Analytics
Feb 2016 - Jan 2019
Director/Svp, Investment Performance Measurement & Analytics
Head of Performance Measurement and Client Reporting.Directed investment performance team supporting attribution and analysis for greater than 100 different investment strategies.Drove innovation and strategic initiatives throughout organization. Created and executed operational/technological solutions that align with company objectives. Partnered with stakeholders to standardize firm-wide data and reporting strategy.Provided analysis of mutual fund competitive landscape and product positioning within peer universes. Evaluated performance/rankings, risk profiles, exposures, asset allocations, sector weightings, and portfolio characteristics. Designed and integrated business intelligence and data visualization software. Led execution of departmental initiatives and continuous improvements, including projects to enhance the content, accessibility and utility of data.Conceptualized and implemented enhancements to proprietary systems, including new methodologies and advanced attribution concepts for hedge funds, balanced portfolios, convertible bonds, and various fixed income products.Oversaw content and ensured integrity of quantitative information in 17 consultant databases. Supervised production of comprehensive monthly reporting to Trustees and Investment Oversight Committee.Led production of client reporting materials for institutional products and strategies. Supported sales and marketing functions conjointly with RFP and product information teams.Oversaw compliance with regulatory and industry reporting standards. Served as Co-Chair of Putnam's GIPS Committee.
Dec 2010 - Feb 2016
Vice President, Performance & Analytics, Investment Manager Services
Oversaw the Performance & Analytics Center of Excellence within State Street’s middle office outsourcing division. Created strategic vision and executed plan to unify five distinct and siloed performance measurement teams supporting over 50 asset managers and RIAs.
Jul 2007 - Dec 2010
Director Of Performance & Analytics
Jul 2006 - Jul 2007
Assistant Vice President, Performance Measurement Group, Wealth Manager Services
Dec 2005 - Jul 2006
Senior Relationship Officer, Wealth Manager Services
Relationship manager and primary liaison for ultra high net worth clients and family offices. Responsible for trust accounting records and distribution of client reports.
Mar 2003 - Dec 2005
Client Service Officer
Oversight of three teams supporting portfolio accounting and trade/transaction processing for several large institutional investors.
Feb 2001 - Mar 2003
Client Service Manager
Feb 2000 - Feb 2001
Investment Advisor Representative
Jan 1999 - Feb 2000
Portfolio Accountant
Jan 1998 - Jan 1999
3 education records
Jonathan Mcgee, Cfa, Cipm education
Bachelor Of Science (B.Sc.)
University Of Massachusetts Amherst
Executive Education, Organizational Leadership
Mit Sloan School Of Management
Executive Education, Leading Innovative Change
University Of California, Berkeley, Haas School Of Business
FAQ
Frequently asked questions about Jonathan Mcgee, Cfa, Cipm
Quick answers generated from the profile data available on this page.
What company does Jonathan Mcgee, Cfa, Cipm work for?
Jonathan Mcgee, Cfa, Cipm works for Manulife Investment Management.
What is Jonathan Mcgee, Cfa, Cipm's role at Manulife Investment Management?
Jonathan Mcgee, Cfa, Cipm is listed as Global Head of Investment Analytics and Delivery at Manulife Investment Management.
What is Jonathan Mcgee, Cfa, Cipm's email address?
AeroLeads has found 2 work email signals at @manulife.com for Jonathan Mcgee, Cfa, Cipm at Manulife Investment Management.
What is Jonathan Mcgee, Cfa, Cipm's phone number?
AeroLeads has found 11 phone signal(s) with area code 949, 416, 714, 800 for Jonathan Mcgee, Cfa, Cipm at Manulife Investment Management.
Where is Jonathan Mcgee, Cfa, Cipm based?
Jonathan Mcgee, Cfa, Cipm is based in Boston, Massachusetts, United States while working with Manulife Investment Management.
What companies has Jonathan Mcgee, Cfa, Cipm worked for?
Jonathan Mcgee, Cfa, Cipm has worked for Manulife Investment Management, Putnam Investments, State Street Corporation, Investors Bank & Trust, and State Street.
How can I contact Jonathan Mcgee, Cfa, Cipm?
You can use AeroLeads to view verified contact signals for Jonathan Mcgee, Cfa, Cipm at Manulife Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Mcgee, Cfa, Cipm attend?
Jonathan Mcgee, Cfa, Cipm holds Bachelor Of Science (B.Sc.) from University Of Massachusetts Amherst.
What skills is Jonathan Mcgee, Cfa, Cipm known for?
Jonathan Mcgee, Cfa, Cipm is listed with skills including Performance Measurement, Fixed Income, Equities, Portfolio Management, Mutual Funds, Analytics, Business Analysis, and Hedge Funds.
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