James Murphy is a TMP Portfolio Manager and Business Analyst at BNY Mellon Wealth Management, with previous experience as a Junior Accountant/Property Manager at Conquest Funds and a Part-time Employee at Independence Bank. James holds a Bachelor's degree in Finance with a minor in Economics from the University of New Hampshire. At BNY Mellon, James proactively sources investments for traders, communicates with portfolio managers on trade-related issues, corporate actions, and disbursements. At Conquest Funds, James performed daily reconciliation of financials and processed invoices, while at Independence Bank, James developed automated spreadsheets to track deposits and withdrawals and determined risk ratings for loans.
May, 2022 - present
June, 2017