Portfolio Reporting Analyst
Accuracy, Accountability, Collaboration
James is responsible for analyzing and reporting on client data. His work provides the Portfolio Management and Client Service Teams with the information needed for sound investment strategies and asset management and ensures data integrity for portfolio reporting.
Prior to his current role, James served as an Examiner for FINRA, building on his experience as a Compliance Intern with GMAG. Both positions honed his attention to detail and enabled him to keep compliance top-of-mind as a Portfolio Reporting Analyst.
James enjoys working on and racing cars and go-karts, photography, and traveling with a special love of Italy outside of the office.