Jonathan McGee Email & Phone Number
Head of Analytics Solutions @ Manulife Wealth & Asset Management
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Jonathan McGee Location
- Boston, MA, US
Jonathan McGee Work
- Head of Analytics Solutions @ (February 2026 - Present)
- Global Head of Investment Analytics and Delivery @ (January 2019 - February 2026)
- Global Head of Performance Measurement and Analytics @ (February 2016 - January 2019)
- Director and SVP, Investment Performance Measurement and Analytics @ (December 2010 - February 2016)
- Vice President, Performance and Analytics, Investment Manager Services @ (July 2007 - December 2010)
- Director of Performance and Analytics @ (July 2006 - July 2007)
- Assistant Vice President, Performance Measurement Group, Wealth Manager Services @ (December 2005 - July 2006)
- Senior Relationship Officer, Wealth Manager Services @ (March 2003 - December 2005)
- Client Service Officer @ (February 2001 - March 2003)
- Client Service Manager @ (February 2000 - February 2001)
- Investment Advisor Representative @ (January 1999 - February 2000)
- Portfolio Accountant @ (January 1998 - January 1999)
Jonathan McGee Education
- MIT Sloan School of Management
Executive Education (Organizational Leadership)
2015-2015 - University of California, Berkeley, Haas School of Business
Executive Education (Leading Innovative Change)
2013-2013 - University of Massachusetts Amherst
Bachelor of Science (B.Sc.)
1993-1997
Jonathan McGee Skills
- Enterprise Data
- Business Case Development
- Commercial Negotiation
- Strategic Vision
- Performance Measurement
- Fixed Income
- Equities
- Portfolio Management
- Mutual Funds
- Analytics
- Business Analysis
- Hedge Funds
- Alternative Investments
- Asset Management
- Financial Services
- Performance Attribution
- Leadership
- Analysis
- GIPS Compliance
- Strategy
- CRM
- Strategic Planning
- Securities
- Analytical Skills
- Investment Management
- Asset Allocation
- Investment Strategies
- Institutional Investments
- Investment Performance
- Private Equity
- Derivatives
- Valuation
- Data Analysis
- Data Science
- Data Analytics
- Business Strategy
- Change Management
- Client Relations
- Client Services
- Data Governance
- Data Management
- Data Visualization
- Fund Accounting
- Interpersonal Skills
- Investments
- Middle Office Operations
- Operational Risk Management
- Organizational Leadership
- Project Management
- Risk Analysis
- Trade Settlements
- Wealth Management Services
- Testing
- Keys
- Public Speaking
- Banking
- Security
- Financial Analysis
- Business Requirements
- Market Data
- Attribution
Jonathan McGee Summary
- Jonathan McGee, based in Boston, MA, US, is currently a Head of Analytics Solutions at Manulife Wealth & Asset Management. Jonathan McGee brings experience from previous roles at Manulife Wealth & Asset Management, Putnam Investments and State Street Corporation. Jonathan McGee holds a 2015 - 2015 Executive Education in Organizational Leadership @ MIT Sloan School of Management. With a robust skill set that includes Enterprise Data, Business Case Development, Commercial Negotiation, Strategic Vision, Performance Measurement and more. Jonathan McGee has 2 emails and 3 mobile phone numbers on RocketReach.
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