Talk to sales Try for Free
James Mansell, CFA

James Mansell, CFA

Intern

Followers of James Mansell, CFA2000 followers
location of James Mansell, CFALondon, England, United Kingdom

Connect with James Mansell, CFA to Send Message

Connect

Connect with James Mansell, CFA to Send Message

Connect

  • Timeline

  • About me

    Vice President at Macquarie Principal Finance

  • Education

    • University of Oxford

      -
      Bachelor of Arts (BA) Philosophy Politics and Economics 2:1

      Activities and Societies: Marketing Director of Oxford Finance Society, Secretary of College Rugby Team, Mentor to younger students PPE provided me with numerical and critical analysis capabilities. In the final two years I specialised in Economics and Philosophy, particularly enjoying the quantitative and macro parts of economics.Finals options included:Macroeconomics, Microeconomics, Quantitative Economics, Economics of Industry, Knowledge and Reality, Ethics, Political theory, Economics and Philosophy of the Environment.

  • Experience

    • Neptune Investment Management

      Aug 2011 - Feb 2012
      Intern

      Assisted the Head Economist in sector and company based research. Helped create a Current Activity Index (CAI) for in-house monitoring of markets. Produced a model to predict GDP based upon past institutions forecasting accuracy.

    • Polar Capital

      Sept 2013 - Sept 2013
      Summer Associate

      Worked in the Global Alpha investment team, investigated the effect of interest rate normalization on emerging markets, created DCF models on subject companies and attended analyst meetings.

    • Goldman Sachs

      Jun 2014 - Aug 2014
      Summer Analyst

      Summer analyst for Goldman Sachs Asset Management working on two desks: Fixed Income and Insurance asset management.

    • Goldman Sachs

      Jul 2015 - Jul 2017
      Analyst

      Analyst for GSAM in Fixed Income. Worked as a part of a team of 5 which managed $25bn of discretionary assets. Key responsibilities included investment management, portfolio modelling, preparing pitch decks, and aiding portfolio managers in fixed income management.Focus on Insurance portfolio management (e.g Solvency capital optimisation, Yield strategies), and multi asset class fixed income.

    • WeWork

      Jul 2017 - Dec 2019

      Led the EMEA finance team overseeing analysis and implementation of WeWork Real Estate transactions. Under my leadership the team allocated $2.5bn of gross capex ($450m net) over more than 75 deals.Scaled and led the team from 1 to 10+ employees. Responsible for teaching and checking modeling. Developed new metrics to adapt DCF models to the coworking industry, required a deep understanding of how to model real estate transactions. Our models had a tangible impact on unit economics and individual day to day operations of each individual coworking center. Show less

      • Head of Real Estate Underwriting and Analytics, EMEA

        Apr 2019 - Dec 2019

      • Associate Director, Real Estate Underwriting & Analytics

        Jan 2018 - Mar 2019

      • Associate, Real Estate Underwriting & Analytics

        Jul 2017 - Jan 2018

    • Macquarie Group

      Aug 2020 - now
      Vice President

      Real estate principal investments across the capital structure

  • Licenses & Certifications

    • Investment Management Certificate

      CFA Institute
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      May 2019