About
James Ferguson is currently an Associate at Compass Rose Asset Management, LP, where he has been since August 2018. In this role, he is responsible for supporting investment operations and research, contributing to portfolio management, and facilitating analysis across various investment strategies for the firm. His expertise includes a thorough understanding of asset management processes and financial analysis, with a focus on credit and fixed income sectors, as indicated by his operational background and organizational context.
Previously, James served as an Operations Analyst at Claren Road Asset Management from 2013 to 2018 and was earlier an Associate at J.P. Morgan from 2008 to 2013. These positions have enabled him to build substantial expertise in investment operations, portfolio analytics, and trade support within leading institutional finance environments. His career trajectory underscores a strong command over the mechanics of investment management, particularly in credit-oriented and multi-asset class strategies.
James holds a BBA in Finance/Investments with a specialization in Computer Applications in Business from Baruch College, and he also earned a degree from Shanghai University. His academic background, combined with significant tenure at both buy-side and sell-side firms, positions him as a valuable contributor to investment operations, credit research, and the implementation of technology-driven solutions within asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compass Rose Asset Management, LP | Associate | Aug 2018 to Present | — |
| Claren Road Asset Management | Operations Analyst | Sep 2013 to Aug 2018 | — |
| J.P. Morgan | Associate | Jun 2008 to Sep 2013 | Prime Brokerage Client Service Representative |
| Bear Stearns | Analyst | Jul 2006 to Jun 2008 | Prime Brokerage Client Service Representative |
Education
Baruch College
BBA, Finance/Investments, Computer Applications in Business
2002 — 2006
Shanghai University
Skills & Expertise
Others at Compass Rose Asset Management, LP (11)
| Name | Role | Location |
|---|---|---|
A Anthony Avona | Trader | NY , United States |
| Senior Trader | New York, NY , United States | |
P Prashant Sundar | Senior Investment Analyst | New York, NY , United States |
| Trader | New York, NY , United States | |
| Investment Research | New York, NY , United States | |
A Andrew Lewenec | Index Trader | New York, NY , United States |
| Analyst | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
| Trader | NY , United States | |
| Trader | United States |
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