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JF

James Ferguson

Associate at Compass Rose Asset Management, LP

New Rochelle, NY , United States

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

OrganizationRoleDate RangeDetails
Compass Rose Asset Management, LPAssociateAug 2018 to Present
Claren Road Asset ManagementOperations AnalystSep 2013 to Aug 2018
J.P. MorganAssociateJun 2008 to Sep 2013
Prime Brokerage Client Service Representative
Bear StearnsAnalystJul 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

operations
Process Improvement
Access
Investment Banking

Others at Compass Rose Asset Management, LP (11)

NameRoleLocation
A
Anthony Avona
TraderNY , United States
Miles McCarthy
Miles McCarthy
Senior TraderNew York, NY , United States
P
Prashant Sundar
Senior Investment AnalystNew York, NY , United States
Ryan Hofmeister
Ryan Hofmeister
TraderNew York, NY , United States
Sonny Kushwaha
Sonny Kushwaha
Investment ResearchNew York, NY , United States
A
Andrew Lewenec
Index TraderNew York, NY , United States
Bill Green
Bill Green
AnalystNew York, NY , United States
Mir Subjally
Mir Subjally
Portfolio ManagerNew York, NY , United States
Patrick Donnelly
Patrick Donnelly
TraderNY , United States
Saleh S.
Saleh S.
TraderUnited States
Showing 1-10 of 11 team members

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