Jonathan Diaz

Jonathan Diaz Email and Phone Number

Private Markets | Investment Management | Asset Allocation | Business Strategy @ New Hampshire Retirement System
Jonathan Diaz's Location
Concord, New Hampshire, United States, United States
Jonathan Diaz's Contact Details

Jonathan Diaz work email

Jonathan Diaz personal email

n/a
About Jonathan Diaz

Jonathan Diaz is an enthusiastic financial services professional with 9 years of experience in banking, accounting, asset servicing, and managing client relationships with sophisticated investors. Demonstrated expertise in alternative investments, project management, data analysis, and driving business results. Highly detail-oriented with a strong ability to absorb and retain information. Repeatedly identified as a top performer, having been selected for and advanced through several highly selective corporate leadership programs.

Jonathan Diaz's Current Company Details
New Hampshire Retirement System

New Hampshire Retirement System

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Private Markets | Investment Management | Asset Allocation | Business Strategy
Jonathan Diaz Work Experience Details
  • New Hampshire Retirement System
    Investment Officer
    New Hampshire Retirement System Dec 2023 - Present
    Concord, Nh, Us
  • Bny Mellon
    Strategic Advisory Consultant
    Bny Mellon 2022 - 2023
    New York, Ny, Us
  • Bny Mellon
    Relationship Manager
    Bny Mellon Dec 2019 - Apr 2022
    New York, Ny, Us
  • Bny Mellon
    Account Manager
    Bny Mellon Aug 2018 - Dec 2019
    New York, Ny, Us
    • Collaborated with team to manage over 35 client relationships $10MM in annual revenue, perform service reviews, KYC and partner with clients to align client’s growth strategy with internal growth opportunities• Led the on-boarding and implementation of new relationships by serving as a project manager, navigating and connecting client to internal support teams and managing expectations• Managed and resolved client-related issues by communicating and collaborating effectively with teams across various business lines• Constructed and presented strategic cross-region account plans which includes: in-depth wallet share analysis, market profitability, and client organization analysis
  • Bny Mellon
    Emerging Leaders Program Analyst In Asset Servicing
    Bny Mellon Aug 2017 - Aug 2018
    New York, Ny, Us
    Selected to participate in a highly competitive one-year rotational training program designed for rising talent. Rotated throughout BNY Mellon in various businesses including: Asset Servicing - Chief Administrative Office - Project Management• Collaborated with senior colleagues across multiple business lines on a $5MM interest rate remediation program by reviewing, tracking and documenting the project implementation status • Worked with CAO - Business Planning & Analysis team to create presentations used by Senior Executive management team at business reviews, senior meetings, and town hallsGlobal Client Management - Latin America Client Executive• Contributed to strategic account plans which identified potential revenue generating opportunities • Prepared and presented strategic regional dashboards to inform internal stakeholders on high- impact strategic initiatives related to new business opportunities across Latin American region
  • Bny Mellon
    Senior Hedge Fund Accountant
    Bny Mellon Dec 2014 - Aug 2017
    New York, Ny, Us
    • Developed and prepared monthly financial statements, capital allocations, valuations, calculated returns and performance analysis for senior management • Implemented risk management controls within Excel models incorporating Bloomberg terminal data feeds to reduce # of human errors and automate reconciliation processes • Created Macro-Based Portfolio NAV Workbooks in Excel, based on hedge fund offering documents, establishing high-water marks, share classes, expense accruals and AUM based fees • Ensured financial statements were following GAAP standards, while managing communications with internal and external auditors

Jonathan Diaz Skills

Leadership Social Media Accounting Human Resources Sales Finance Financial Services Account Reconciliation Microsoft Office Microsoft Excel Critical Thinking Interviews Time Management Customer Service Financial Analysis Teamwork Management Cost Management Services Ais Payroll Recruiting Employee Management Spanish

Jonathan Diaz Education Details

  • William Paterson University Of New Jersey
    William Paterson University Of New Jersey
    General

Frequently Asked Questions about Jonathan Diaz

What company does Jonathan Diaz work for?

Jonathan Diaz works for New Hampshire Retirement System

What is Jonathan Diaz's role at the current company?

Jonathan Diaz's current role is Private Markets | Investment Management | Asset Allocation | Business Strategy.

What is Jonathan Diaz's email address?

Jonathan Diaz's email address is jo****@****lon.com

What schools did Jonathan Diaz attend?

Jonathan Diaz attended William Paterson University Of New Jersey.

What are some of Jonathan Diaz's interests?

Jonathan Diaz has interest in Children, Education, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Health.

What skills is Jonathan Diaz known for?

Jonathan Diaz has skills like Leadership, Social Media, Accounting, Human Resources, Sales, Finance, Financial Services, Account Reconciliation, Microsoft Office, Microsoft Excel, Critical Thinking, Interviews.

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