Jim Monroe, Cfa
About Jim Monroe, Cfa
Jim Monroe, CFA, is a Product Manager at Confluence, specializing in investment software and fintech analytics. He has a background in finance and management information systems from Boston University and has held various roles in consulting and analytics across multiple companies.
Work at Confluence
Jim Monroe has served as a Product Manager at Confluence since 2022. In this role, he focuses on developing and enhancing investment software tools, leveraging his extensive background in finance and technology. His work at Confluence is centered around improving user experience and functionality within the company's product offerings.
Previous Experience in Finance
Before joining Confluence, Jim Monroe worked at Investment Metrics as a Senior Consultant from 2021 to 2022. He also held the position of Client Consultant at Style Analytics from 2018 to 2021, where he contributed to the development of analytics tools for investment management. Additionally, he worked briefly as a Financial Analyst at Boston Financial Investment Management, LP in 2018, and as an Account Specialist at Commonwealth Financial Network from 2017 to 2018.
Education and Expertise
Jim Monroe earned a Bachelor's of Science in Business Administration with a concentration in Finance and Management Information Systems from Boston University, where he studied from 2013 to 2017. He also completed his high school education at The Governor's Academy from 2009 to 2013. His academic background supports his expertise in building fintech analytics platforms and conducting factor investing research.
Background in Investment Software
Jim Monroe has significant experience in the investment software industry. He has worked on an investment software tool called Style Analytics, which focuses on analytics for investment management. His roles in various companies have equipped him with the skills necessary for product management and software development in the fintech sector.