Jonathan Dickman Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

New York City Metropolitan Area

Boston, Ma

Greater Boston Area

Greater Boston Area

Greater Boston Area

• Partnered closely with Director of Operational Risk to execute on the first division-wide, five pillar Operational Risk Management Program that was highlighted by the Office of the Comptroller of the Currency (OCC) as a the model for colleagues from across the bank to adopt• Designed, implemented, and operationalized the production of eight (8) weekly and monthly business intelligence reports used by the Executive Management Committee to drive critical decision making• Delivered consistent, accurate reporting on time, in accordance with strict scheduled and ad-hoc reporting timelines, while simultaneously managing up to senior stakeholders throughout the organization

Greater Boston Area

Over my 6 plus years at JPMorgan, I held three positions within their Corporate and Investment Banking organization, from Senior Fund Accountant, to Fund Accounting Supervisor, to Fund Accounting Associate. My responsibilities & achievements are as detailed below: • Supervised the end of day Net Asset Value (NAV) delivery process to ensure daily dissemination of prices for 42 funds, totaling more than $42 billion in assets, to approximately 500 clients under strict, material deadlines• Managed a team of 5 direct reports that was responsible for accurately processing all daily trade activity, as well as furnishing bi-weekly and monthly financial reports to clients on 15 individual funds• Led a team of four analysts in the testing and successful implementation of Global Information Manager, an essential data management warehouse platform, across all of Fund Services Operations • Earned SPOT award recognition for successfully leveraging the global organization to test and implement a new trade processing platform, resulting in significant efficiency gains for the department worldwide • Awarded outstanding global achievement honors for a self-developed, self-delivered interest rate and credit default swap course which has been attended by hundreds of JPMorgan employees both in the classroom and via teleconference call

Greater Boston Area

During my tenure at State Street, I joined as a Fund Accountant, before earning a promotion to Senior Fund Accountant after just 6 months at the firm. Over the course of my time there, my responsibilities & achievements were as detailed below:• Gained regular exposure to interest rate and credit default swaps, futures, options, treasury inflation bonds, equities, and mortgage securities while calculating the daily NAV for 8-10 diverse mutual funds• Supervised and actively assisted team of fund accountants in preparing monthly, quarterly, and annual reports for client detailing each fund’s financial condition and monthly activity for 45 mutual funds• Recognized a need for faster, more efficient printing of daily reports and personally scripted, developed, and refined an Excel macro to do so that was later implemented across the entire team• Collaborated with department VP and client to design and execute a tailored digital solution that delivers end-of-day deliverables faster and more efficiently while generating a cost savings for the firm

Madrid Area, Spain

• Contracted by Spanish venture capital firm to analyze performance of nearly 100 companies across 60 global sectors to serve as a comparative model for evaluating their portfolio of small business investments• Researched extensively on Bloomberg to compile company sales characteristics, as well as shareholder composition, historical stock performance, and pertinent news articles• Scoured private and public news and informational databases such as Factiva to research and develop global overviews of 20 different sectors• Combined qualitative and quantitative analysis with that of fellow team members to assemble an extensive, two-part, 400 slide PowerPoint presentation on the state of prospective investments

Greater New York City Area

• Analyzed and distributed indicative levels of financial swap instruments using the bank’s proprietary pricing software per clients’ request to illustrate gains or losses incurred due to market movements • Prepared PowerPoint presentations detailing various financial risk management strategies used by Senior Derivative Marketers as their primary presentation tool when visiting clients• Created and updated weekly internal Excel reports which tabulated total desk revenues and client activities used by the Managing Director to monitor and analyze desk progress and profitability• Authored economic commentary for a weekly rate sheet / newsletter, highlighting important market news and developments, which was distributed to over 300 Scotia clients• Served as a liaison between both clients and internal personnel, answering incoming calls for all nine (9) senior marketers

Master Of Business Administration (Mba), Investments And Securities, Business Analytics

Bachelor Of Science, International Business Administration; International Business And Finance Spanish Language Track

International Business; Expatriate Year Abroad

Education record