Jack McManus is a high-skilled expert, that works in Mimecast on the position of Director of Financial Planning since 2019. This person gained professional experience in more than 13 positions at various companies. Jack McManus went to the Boston College - Wallace E. Carroll Graduate School of Management and was studying from 2007 to 2009. This expert has such professional qualifications as Chartered Financial Analyst (Cfa) Charterholder. Boston, Massachusetts is the area, where this person was lastly known to be living. This expert's email address and number are accessed through SoftwareOfficial by request.
Name variants:
Jackie Mcmanus,
Jacky Mcmanus,
Bud Mcmanus
Last updated May 23, 2024
Contact Information
Last Update
Jan 30, 2016
Email
ja**@hotmail.com, ja**@standardlifeinvestments.com
Location
Boston, MA
Company
Mimecast
Workplace
Director of Financial Planning
Work History
Equity Analyst
858 Washington St, Dedham, MA 02026
Analyzed equity securities to identify attractive investment opportunities.
Enhanced the firm’s process for fundamental equity research.
Note: This was a temporary position.
May 2019 — Sep 2019
Investment Director
Advanced to a fund management role while developing expert business strategy, financial modeling, and asset valuation skills.
Constructed diversified large capitalization U.S. equity portf...
Jul 2016 — Jun 2018
Associate Portfolio Manager, Research Analyst
16 Martin St, Essex, MA 01929
Facilitated the growth of a wealth management start-up.
Evaluated high net worth client portfolios and selected appropriate investments, including individual securities, exchange traded fu...
Jun 1, 2009 — May 1, 2011
Senior Investment Analyst
Advanced to a leadership role within a team that exceeded its profitability goal in each year.
Advised institutional clients with assets of approximately $1.5B on investment policy, invest...
Jul 2005 — Mar 2007
Investment Analyst
Prepared detailed reports and supporting analysis on investment managers and vendors.
Developed asset allocation studies to guide strategic planning for client portfolios.
Created detaile...
Sep 2002 — Apr 2007
Education
2007 — 2009
1998 — 2002
Occupations
Executive
Vice President
Financial Broker
Portfolio Manager
Supporting Member
Scientist
Research Analyst
Chief Executive
Investment Analyst
Financial Analyst
Team Member
Research Assistant
Survey Researcher
Skills
Financial Modeling
Equity Research
Investments
Portfolio Management
Valuation
Equities
Financial Analysis
Asset Management
Due Diligence
Economics
Capital Markets
Finance
Market Research
Strategy
Investment Management
Financial Services
Asset Allocation
Corporate Finance
Mutual Funds
Securities
Investment Strategies
Research
Analytical Skills
Business Analysis
Wealth Management
Bloomberg
Bloomberg Terminal
Microsoft Excel
Microsoft Office
Microsoft Powerpoint
Microsoft Word
Leadership
Client Services
Management
Teamwork
Team Leadership
Presentation Skills
Presentations
Charles River Ims
Financial Statement Analysis
Business Strategy
Risk Management
Forecasting
Financial Forecasting
Zephyr
Competitive Analysis
Manager Selection
Investment Advisory Services
Scenario Analysis