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Jonathan Diaz Location
Concord, NH, US
Jonathan Diaz Work
Investment Officer @ (December 2023 - Present)
Strategic Advisory Consultant @ (January 2022 - January 2023)
Relationship Manager @ (December 2019 - April 2022)
Account Manager @ (August 2018 - December 2019)
Emerging Leaders Program Analyst in Asset Servicing @ (August 2017 - August 2018)
Senior Hedge Fund Accountant @ (December 2014 - August 2017)
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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