Investment Officer
Current
Dec 2023 - Present
AeroLeads people directory · profile
Jonathan Diaz Email & Phone Number
Private Markets | Investment Management | Asset Allocation | Business Strategy
at
New Hampshire Retirement System
1 work email found
@bnymellon.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Markets | Investment Management | Asset Allocation | Business Strategy
Location
Concord, New Hampshire, United States
Who is Jonathan Diaz? Overview
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Quick answer
Jonathan Diaz is listed as Private Markets | Investment Management | Asset Allocation | Business Strategy at New Hampshire Retirement System, based in Concord, New Hampshire, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Jonathan Diaz.
Jonathan Diaz previously worked as Investment Officer at New Hampshire Retirement System and Strategic Advisory Consultant at Bny Mellon. Jonathan Diaz holds Bachelor'S Degree, Finance, General from William Paterson University Of New Jersey.
Company email context
Email format at New Hampshire Retirement System
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{first}.{last}@bnymellon.com
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AeroLeads found 1 current-domain work email signal for Jonathan Diaz. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Leadership, Social Media, Accounting, Human Resources, and 20 others.
Current workplace
Jonathan Diaz's current company
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6 roles · 4 years
Jonathan Diaz work experience
A career timeline built from the work history available for this profile.
Strategic Advisory Consultant
2022 - 2023
~1 yr
Relationship Manager
Dec 2019 - Apr 2022
Account Manager
- 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
Aug 2018 - Dec 2019
Emerging Leaders Program Analyst In Asset Servicing
- 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.
- 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.
- 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
Aug 2017 - Aug 2018
Senior Hedge Fund Accountant
- 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
Dec 2014 - Aug 2017
1 education record
Jonathan Diaz education
-
William Paterson University Of New Jersey
FAQ
Frequently asked questions about Jonathan Diaz
Quick answers generated from the profile data available on this page.
What company does Jonathan Diaz work for?
Jonathan Diaz works for New Hampshire Retirement System.
What is Jonathan Diaz's role at New Hampshire Retirement System?
Jonathan Diaz is listed as Private Markets | Investment Management | Asset Allocation | Business Strategy at New Hampshire Retirement System.
What is Jonathan Diaz's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Jonathan Diaz at New Hampshire Retirement System.
Where is Jonathan Diaz based?
Jonathan Diaz is based in Concord, New Hampshire, United States while working with New Hampshire Retirement System.
What companies has Jonathan Diaz worked for?
Jonathan Diaz has worked for New Hampshire Retirement System and Bny Mellon.
How can I contact Jonathan Diaz?
You can use AeroLeads to view verified contact signals for Jonathan Diaz at New Hampshire Retirement System, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Diaz attend?
Jonathan Diaz holds Bachelor'S Degree, Finance, General from William Paterson University Of New Jersey.
What skills is Jonathan Diaz known for?
Jonathan Diaz is listed with skills including Leadership, Social Media, Accounting, Human Resources, Sales, Finance, Financial Services, and Account Reconciliation.
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