James MacMillan Email & Phone Number
Vice President, Investment Operations @ FocusPoint Private Capital Group
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James MacMillan Location
- Los Angeles, CA, US
James MacMillan Work
- 2026 -now Vice President, Investment Operations @
- 2023 -2026 Senior Manager, Global Investment Control @
- 2019 -2023 Manager, Fixed Income Portfolio Analysis Group @
- 2016 -2019 Business Project Manager, Asst Vice President- Derivatives and Fixed Income @
- 2014 -2016 Senior Business Project Analyst- Derivatives and Fixed Income @
- 2013 -2014 Senior Associate- Client Operations Manager @
- 2011 -2013 Supervisor- Client Service Group, Mutual Fund Accounting @
- 2010 -2011 Lead Operations Analyst- Derivatives Accounting, Reconciliation and Analysis @
- 2008 -2010 Senior Client Account Manager- Client Service Group Mutual Fund Accounting @
James MacMillan Education
- Bryant University
Bachelor of Science (Business Administration; Finance)
2004-2008
James MacMillan Skills
- Financial Services
- Mutual Funds
- Equities
- Fixed Income
- Risk Management
- Financial Analysis
- Derivatives
- Fund Accounting
- Bloomberg
- Securities
- Corporate Actions
- Microsoft Excel
- Analysis
- Management
- Investments
- Accounting
- Microsoft Word
- Eagle PACE
- Eagle STAR
- Access
- Excel
- Word
- Data Analysis
- Microsoft Office
- Client Service
- Problem Solving
- Business Analysis
- Project Management
- Leadership
- Swaps
- Valuation
- Relationship Management
- FX Options
- Account Reconciliation
- Alternative Investments
- Asset Management
- Finance
- Financial Reporting
- Requirements Analysis
- Requirements Gathering
- Technical Analysis
- Process Redesign
- Fund Administration
- SMA
- Municipal Bonds
James MacMillan Summary
- James MacMillan, based in Los Angeles, CA, US, is currently a Vice President, Investment Operations at Capital Group. James MacMillan brings experience from previous roles at Capital Group and Capital Group | American Funds. James MacMillan holds a 2004 - 2008 Bachelor of Science in Business Administration; Finance @ Bryant University. With a robust skill set that includes Financial Services, Mutual Funds, Equities, Fixed Income, Risk Management and more. James MacMillan has 2 emails and 1 mobile phone numbers on RocketReach.
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