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William Magee Email & Phone Number

Financial Services at Macquarie Group at Macquarie Group
Location: Greater Philadelphia, United States, United States 5 work roles 1 school
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Current company
Macquarie Group
Role
Financial Services at Macquarie Group
Location
Greater Philadelphia, United States, United States
Company size
16295 employees

Who is William Magee? Overview

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Quick answer

William Magee is listed as Financial Services at Macquarie Group at Macquarie Group, a company with 16295 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for William Magee.

William Magee previously worked as Portfolio Service Analyst at Macquarie Group and Trading Operations Specialist at Macquarie Group. William Magee holds Bachelor Of Science, Business Management from Penn State University.

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Email format at Macquarie Group

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Macquarie Group

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Profile bio

About William Magee

SUMMARY OF QUALIFICATIONS• 25 years of broad financial services experience.• Deep trade management experience and knowledge across equity and fixed income trading, including mutual funds and retirement accounts. • Critical thinking and problem solving skills which drive business outcomes. • Excellent analytical and financial skills. • Complex project management and organizational capabilities.• Strong stakeholder management and interpersonal skills, both with internal and external clients.

Current workplace

William Magee's current company

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Macquarie Group
Macquarie Group
Financial Services at Macquarie Group
australia
Website
macquarie.com
Employees
16295
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Company profile
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5 roles · 33 years

William Magee work experience

A career timeline built from the work history available for this profile.

Portfolio Service Analyst

Current
Macquarie Group

Philadelphia, Pennsylvania, United States

  • Support to portfolio managers by analyzing and re-balancing accounts, processing order commitments, executions, allocations, and modeling for portfolios and funds.
  • Manage cash for equity trading.
  • Create ETF (Exchange Traded Funds) baskets.
  • Liaise between trading desks and equity investment teams.
  • Resolve middle office, back office and 3rd party inquiries.
2023 - Present ~3 yrs 4 mos

Trading Operations Specialist

Current
Macquarie Group

Philadelphia, PA

  • Assisted traders, portfolio managers, and analysts by re-balancing accounts, processing order commitments, executions, allocations, and performed modeling for portfolios and funds.
  • Provided technical support for trading system by testing functionality.
  • Updated securities master, accounts and brokers within order management database.
  • Supported trading desk with soft dollar reporting and commission tracking.
  • Liaised between trading desks and accounting department for… Show more
  • Liaised between trading desks and accounting department for International and derivative trades.
1997 - Present ~29 yrs 4 mos

Senior Investment Accountant

Delaware Investment Management

Philadelphia, PA

  • Investment Accountant 1997-1999
  • Responsible for the overall daily accounting, trade settlement, performance, and periodic reporting for institutional accounts.
  • Interacted daily with custodian banks to aid in the research and resolution of issues, e.g., trades, dividends, corporate actions, withdrawals, and contributions.
1997 - 1999 ~2 yrs

Benefits Specialist

Merrill Lynch

Greater Philadelphia Area

  • Benefits Specialist 1995-1997
  • Initiated mutual funds trades for loans and distributions for retirement plans.
  • Researched and performed account reconciliation for trades in system.
  • Collaborated with management to reorganize department for a growing client base.
  • Developed new procedures to improve work efficiency. Ensured accuracy of 1099 Tax Statements.
1995 - 1997 ~2 yrs

Customer Service Manager

Sovereign Bank

Greater Philadelphia Area

1993 - 1995 ~2 yrs
Team & coworkers

Colleagues at Macquarie Group

Other employees you can reach at macquarie.com. View company contacts for 16295 employees →

DB Daniela Brito Daniela Brito Colleague at Macquarie Group Jersey City, New Jersey, United States, United States View → JS James Sing James Sing Colleague at Macquarie Group Sydney, New South Wales, Australia, Australia View → NK Nadine Kuhlmann Nadine Kuhlmann Colleague at Macquarie Group Frankfurt Rhine-Main Metropolitan Area, Germany View → MG Majuran Gnanakumaran Majuran Gnanakumaran Colleague at Macquarie Group Sydney, New South Wales, Australia, Australia View → SH Shirley Huang Shirley Huang Colleague at Macquarie Group Greater Sydney Area, Australia View → MH Mushir Hussain Mushir Hussain Colleague at Macquarie Group The Ponds, New South Wales, Australia, Australia View → MD Matthew De Petro Matthew De Petro Colleague at Macquarie Group Greater Sydney Area, Australia View → JT Janice Tan Weiting Janice Tan Weiting Colleague at Macquarie Group Singapore, Singapore View → AT Amanda Twomey Amanda Twomey Colleague at Macquarie Group Greater Chicago Area, United States View → TG Tess Geraghty Tess Geraghty Colleague at Macquarie Group Greater Sydney Area, Australia View →
1 education record

William Magee education

FAQ

Frequently asked questions about William Magee

Quick answers generated from the profile data available on this page.

What company does William Magee work for?

William Magee works for Macquarie Group.

What is William Magee's role at Macquarie Group?

William Magee is listed as Financial Services at Macquarie Group at Macquarie Group.

Where is William Magee based?

William Magee is based in Greater Philadelphia, United States, United States while working with Macquarie Group.

What companies has William Magee worked for?

William Magee has worked for Macquarie Group, Delaware Investment Management, Merrill Lynch, and Sovereign Bank.

Who are William Magee's colleagues at Macquarie Group?

William Magee's colleagues at Macquarie Group include Daniela Brito, James Sing, Nadine Kuhlmann, Majuran Gnanakumaran, and Shirley Huang.

How can I contact William Magee?

You can use AeroLeads to view verified contact signals for William Magee at Macquarie Group, including work email, phone, and LinkedIn data when available.

What schools did William Magee attend?

William Magee holds Bachelor Of Science, Business Management from Penn State University.

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