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Jonathan Diaz Location
Concord, NH, US
Jonathan Diaz Work
2023 -now Investment Officer @
2022 -2023 Strategic Advisory Consultant @
2019 -2022 Relationship Manager @
2018 -2019 Account Manager @
2017 -2018 Emerging Leaders Program Analyst in Asset Servicing @
2014 -2017 Senior Hedge Fund Accountant @
Jonathan Diaz Education
William Paterson University of New Jersey
Bachelor's Degree (Finance, General)
Jonathan Diaz Skills
Risk Management
Portfolio Management
Asset Allocation
Business Transformation
Business Relationship Management
Skilled Multi-tasker
Customer Experience
Onboarding
Business Process Improvement
Microsoft Dynamics CRM
Salesforce.com
Client Relations
Fund Administration
Microsoft Word
Microsoft PowerPoint
Customer Satisfaction
Account Planning
Private Equity
Business Strategy
Strategic Planning
Project Management
Consulting
Asset Management
Business Development
Account Management
Securities
Alternative Investments
Customer Relationship Management (CRM)
Customer Service
Human Resources
Microsoft Office
Teamwork
Social Media
Leadership
Critical Thinking
Spanish
Payroll
Employee Management
Cost Management
Management
Interviews
Recruiting
Sales
Financial Analysis
Finance
Accounting
Time Management
Microsoft Excel
Account Reconciliation
Financial Services
Services
Ais
Jonathan Diaz Summary
Jonathan Diaz, based in Concord, NH, US, is currently a Investment Officer at New Hampshire Retirement System. Jonathan Diaz brings experience from previous roles at BNY Mellon. Jonathan Diaz holds a Bachelor's Degree in Finance, General @ William Paterson University of New Jersey. With a robust skill set that includes Risk Management, Portfolio Management, Asset Allocation, Business Transformation, Business Relationship Management and more. Jonathan Diaz has 2 emails and 3 mobile phone numbers on RocketReach.
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