Tom Mahan Email and Phone Number
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Tom Mahan personal email
Tom Mahan is a Guideline Monitoring - Wellington Management at Wellington Management. He possess expertise in economics, finance, risk management, communication, writing and 22 more skills. He is proficient in French.
Wellington Management
View- Website:
- wellington.com
- Employees:
- 3601
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Wellington ManagementDenver, Co, Us
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Senior Investment Compliance AnalystWellington Management Jan 2022 - PresentBoston, Massachusetts, Us-Primary point of contact for client team, investment team, and product team for FRM and Short-duration account compliance, onboarding, and general questions. Internal SME on FRM and SHD portfolio compliance -Responsible for oversight and implementation of team projects and account fundings. Synthesize project and funding pipeline for communication to managers-Leverage strong relationships with client, implementation, and investment teams to facilitate successful and timely fundings-Review IMAs and code client IMA language into system-testable format, identifying areas of ambiguity and high risk in documents and working directly with product team, investment team, IT team to clarify nuances and capture unique testing requirements-Oversee junior team members’ training and development, prioritize and delegate intra-team workload
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Guideline ManagementBarings Jun 2021 - Jan 2022Charlotte, North Carolina, Us-Supported portfolio onboarding process via coordination with Product, Client Service, and Investment teams-Researched, tracked, and mitigated post-trade and pre-trade portfolio compliance alerts using Bloomberg AIM and customized internal data platforms -Coordinated with Investment and Product teams to identify causes of compliance alerts; collated and communicated required actions to internal teams -Worked to enhance compliance testing precision and automation via data point and rule logic refinement -Researched and responded to ad-hoc queries from both internal and external parties regarding portfolio positions and compliance results -
Wellington Management; Guideline Monitoring Analyst-ConsultantYoh, A Day & Zimmermann Company Aug 2019 - May 2021Philadelphia, Pa, Us• Assess, analyze, and interpret intra-day and overnight portfolio compliance results using LZ Sentinel, Bloomberg, MSCI, and bespoke WMC portfolio management tools • Work in conjunction with Portfolio Management and Client Service teams to validate, mitigate, and manage projected and ongoing compliance results• Translate client IMA language into system-testable rules leveraging security-specific data attributes and LZ Sentinel testing logic and analytics• Member of internal project team developing new web platform for management of Post-Trade compliance results• Provide input and feedback on platform functionality, design, layout, workflows; perform extensive beta testing and work directly with Developers and Business team to identify and implement platform improvements -
Associate- Network OutreachRapidratings Sep 2017 - Jun 2019New York, Ny, Us• Responsible for facilitating 400+ suppliers’ participation in clients’ Third-Party Risk Management programs on a rolling basis; focus on German/Austrian/Swiss suppliers• Track all engagements with Microsoft Dynamics CRM platform• Work primarily in German Language• Coordinate with supplier’s finance teams to source and review private company financial statements• Liaise with internal departments to execute NDA’s and resolve client inquiries• Review and discuss English and German financials with executives at granular level to address analyst questions -
Enterprise Risk Management InternState Street Jan 2016 - Mar 2016Boston, Massachusetts, Us- Compiled and analyzed complex loss event metrics for risk steering reporting- Supported users of a newly-implemented record keeping platform building on experience with platform during summer 2015 internship- Reconciled data bases across various platforms and coordinated/facilitated accurate data tracking through one-on-one meetings -
Enterprise Risk Management InternState Street May 2015 - Aug 2015Boston, Massachusetts, Us- Summarized risk aversion and reporting procedures to create key policy documents for division-wide distribution - Aided in development of online platform for risk reporting across Investment Manager Services division- Provided detailed statistical analysis and reporting of risk events - Leveraged statistical insights to build PowerPoint presentations for monthly and weekly risk meetings; attended these meetings and helped present data, fielded questions- Networked with executives throughout ERM and other divisions
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Market Research Intern- Retirement DivisionMassmutual Financial Group Jul 2014 - Aug 2014Springfield, Massachusetts, Us• Directly supported Head of Market Research; Retirement services• Managed small portfolio of advisor/sponsor relationships in the retirement division; guided and tracked targeted client-service action based on advisor/sponsor feedback• Analyzed market stance, asset value, and strategic actions of MassMutual and direct competitors; presented analysis at CEO/CFO meetings• Aided in selection of third-party analytics firms through RFP and proof-of-concept analyses
Tom Mahan Skills
Tom Mahan Education Details
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University Of VermontGerman Language And Literature -
University Of AugsburgGerman Studies
Frequently Asked Questions about Tom Mahan
What company does Tom Mahan work for?
Tom Mahan works for Wellington Management
What is Tom Mahan's role at the current company?
Tom Mahan's current role is Guideline Monitoring - Wellington Management.
What is Tom Mahan's email address?
Tom Mahan's email address is ma****@****ngs.com
What schools did Tom Mahan attend?
Tom Mahan attended University Of Vermont, University Of Augsburg.
What are some of Tom Mahan's interests?
Tom Mahan has interest in Classical Music, Aerodynamics, Languages, Investing, Market Strategies, Rock Climbing, Formula 1, Scuba Diving, Cycling, Literature.
What skills is Tom Mahan known for?
Tom Mahan has skills like Economics, Finance, Risk Management, Communication, Writing, Microsoft Excel, Enterprise Risk Management, Foreign Languages, Market Research, Global Economy, Foreign Policy, Public Speaking.
Who are Tom Mahan's colleagues?
Tom Mahan's colleagues are Tracey Davies, Bill Safarik, Ghajar Nick, Thomas Mucha, Tyler Stroka, Coralie Babin, Ryan Mullaney.
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