James Staley
About James Staley
James Staley is a Senior Trade Operations Associate at Geode Capital Management and a Finance Manager at Summit Partners, both based in Boston, Massachusetts. He has extensive experience in finance and investment roles, having previously worked at BNY Mellon Financial Corporation and Liberty Mutual Investments.
Work at Geode Capital Management
James Staley has been serving as a Senior Trade Operations Associate at Geode Capital Management since 2021. In this role, he is responsible for managing trade operations, ensuring efficiency and accuracy in the execution of trades. Geode Capital Management is known for its focus on investment management, and Staley's expertise contributes to the firm's operational success. His tenure at Geode has lasted for three years, during which he has developed a deep understanding of the firm's trading processes.
Experience at Summit Partners
Staley has been employed as a Finance Manager at Summit Partners since 2019. His role involves overseeing financial operations and providing strategic financial insights to support the firm's investment decisions. With five years of experience at Summit, he plays a key role in managing financial performance and ensuring compliance with financial regulations.
Previous Roles at Liberty Mutual Investments
James Staley held multiple positions at Liberty Mutual Investments from 2013 to 2019. He served as a Senior Global Portfolio Analyst from 2013 to 2016, where he focused on portfolio management and analysis. Following this, he worked as a Lead Analyst from 2016 to 2019, contributing to investment strategies and performance assessments. Additionally, he briefly held the position of Senior Technical Accounting in 2015, further showcasing his diverse skill set within the financial sector.
Career at BNY Mellon Financial Corporation
Staley's career includes significant experience at BNY Mellon Financial Corporation, where he worked in various roles from 2007 to 2011. He began as a Trust Specialist and progressed to positions such as Analyst and Associate Supervisor. His time at BNY Mellon provided him with a strong foundation in financial services and operations, contributing to his professional development in the finance industry.
Education and Expertise
James Staley holds a Bachelor of Arts degree in Economics and Spanish from the College of the Holy Cross, which he completed from 2003 to 2007. He furthered his education by obtaining a Master of Business Administration (MBA) from Northeastern University, studying Investments and Finance from 2011 to 2014. His educational background equips him with a solid understanding of economic principles and financial strategies, enhancing his capabilities in the finance sector.