James Kaufman
About James Kaufman
James Kaufman is a Financial Reporting Specialist at SEI in Oaks, Pennsylvania, with a background in fund financial analysis and pricing complex financial instruments.
Title
Financial Reporting Specialist
Current Company
James Kaufman is currently employed at SEI as a Financial Reporting Specialist. He has been with SEI since July 2020, based in Oaks, Pennsylvania, United States.
Previous Positions at Vanguard
James Kaufman worked at Vanguard as a Fund Financial Analyst for three years, from 2017 to 2020, in Malvern, PA. His role primarily involved fund accounting and financial analysis.
Previous Positions at BNY Mellon
James Kaufman held various roles at BNY Mellon. He served as a Senior Pricing/Derivative Specialist from 2016 to 2017 in Philadelphia, PA, where he was responsible for pricing complex financial instruments. Before that, he worked as an FAA NAV Ops Inv Acct from 2015 to 2016 in King Of Prussia, PA, managing net asset value operations and investment accounting.
Early Career Experience
James Kaufman gained early career experience in several roles. He worked as a Membership/Finance Assistant at The Risk Management Association from 2013 to 2015 in the Greater Philadelphia Area, supporting membership and financial operations. Additionally, he briefly worked as a Real Estate Assistant at Star Real Estate Group in 2012 for three months, where he gained exposure to the real estate industry.
Education and Expertise
James Kaufman has a strong educational background in business. He achieved a Master's Certificate in Business Intelligence from Villanova University, studying from 2015 to 2019. He also holds a Bachelor's Degree in Business Administration from Drexel University, where he studied from 2011 to 2015.