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William Magee is listed as Financial Services at Macquarie Group at Macquarie Group, a with 16295 employees, based in Greater Philadelphia, 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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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.
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A career timeline built from the work history available for this profile.
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.
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 • 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 International and derivative trades.• Set up and updated fee structure in order management system. • Resolved middle office, back office and 3rd party inquiries. Show less
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.
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.
Greater Philadelphia Area
Other employees you can reach at macquarie.com. View company contacts for 16295 employees →
Mohit Rewri
Colleague at Macquarie GroupPune, Maharashtra, India
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Ahmed Haskouri
Colleague at Macquarie GroupUnited States
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Zahra Moonshizada
Colleague at Macquarie GroupSydney, New South Wales, Australia
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Ioannis Themelidis
Colleague at Macquarie GroupUnited Kingdom
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Ashish Malhotra
Colleague at Macquarie GroupSydney, New South Wales, Australia
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Stephen Yong
Colleague at Macquarie GroupMelbourne, Victoria, Australia
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Ingrid Caldwell
Colleague at Macquarie GroupManassas, Virginia, United States
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Linda Walsh
Colleague at Macquarie GroupNew York, United States
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Tarun Grover
Colleague at Macquarie GroupGurugram, Haryana, India
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Juiely Athalye
Colleague at Macquarie GroupMumbai, Maharashtra, India
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Quick answers generated from the profile data available on this page.
William Magee works for Macquarie Group.
William Magee is listed as Financial Services at Macquarie Group at Macquarie Group.
William Magee is based in Greater Philadelphia, United States while working with Macquarie Group.
William Magee has worked for Macquarie Group, Delaware Investment Management, Merrill Lynch, and Sovereign Bank.
William Magee's colleagues at Macquarie Group include Mohit Rewri, Ahmed Haskouri, Zahra Moonshizada, Ioannis Themelidis, and Ashish Malhotra.
You can use AeroLeads to view verified contact signals for William Magee at Macquarie Group, including work email, phone, and LinkedIn data when available.
William Magee holds Bachelor Of Science, Business Management from Penn State University.
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