Director, Consultant Relations @ (January 2019 - January 2022)
Regional Director @ (January 2017 - December 2018)
Investment Consultant @ (March 2014 - December 2016)
Investor Services Representative @ (May 2012 - March 2014)
Portfolio Accountant @ (October 2010 - May 2012)
James Flaherty Education
Isenberg School of Management, UMass Amherst
BBA (Finance)
2006-2010
Boston Latin School
James Flaherty Skills
Bloomberg
Mutual Funds
Fixed Income
Microsoft Excel
PowerPoint
Microsoft Office
Fund Accounting
Microsoft Word
Customer Service
Equities
Fund Administration
Securities
Corporate Actions
Financial Analysis
Latin
Global Asset Management
Financial Services
James Flaherty Summary
James Flaherty, based in Boston, MA, US, is currently a Vice President, Institutional and Consultant Relations at Natixis Investment Managers. James Flaherty brings experience from previous roles at Natixis Investment Managers and BlackRock. James Flaherty holds a 2006 - 2010 BBA in Finance @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Bloomberg, Mutual Funds, Fixed Income, Microsoft Excel, PowerPoint and more. James Flaherty has 4 emails and 3 mobile phone numbers on RocketReach.
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