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About
John Morace is a Senior Associate at New York Life Investments, based in Florham Park, NJ, where he is responsible for supporting investment operations, portfolio analytics, and client reporting. In his current role, John leverages advanced analytical tools to help deliver performance insights and reporting solutions for a variety of investment products, collaborating with portfolio managers and institutional clients.
Before joining New York Life Investments, John was a Performance Reporting Analyst at Wealth Enhancement Group, where he gained extensive experience in performance measurement and client reporting across multiple asset classes. His expertise covers equities, fixed income, and multi-asset portfolios, with a focus on optimizing reporting processes and supporting investment decision-making for wealth management clients.
John holds a degree from Fairfield University and is a graduate of Seton Hall Preparatory School. He is recognized for his strong analytical skills and his ability to distill complex investment data into actionable insights for both institutional and high-net-worth clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| New York Life Investments | Senior Associate | Feb 2025 to Present | Investment Services- Singularity Operations |
| New York Life Investments | Senior Associate | Apr 2023 to Feb 2025 | Investment Services- 3rd Party Client Reporting |
| Wealth Enhancement Group | Performance Reporting Analyst | Nov 2021 to Mar 2023 | — |
| Wealth Enhancement Group | Platform Integration Specialist and Client Service Associate | Jul 2021 to Feb 2022 | — |
| MACRO Consulting Group | Advisor Support Associate | Feb 2021 to Jul 2021 | I work in alliance with the advisors by offering support in preparing for client meetings and by engaging in both quantitative and qualitative research. I also collaborate with the Client Relations Ma... |
| MACRO Consulting Group | Operations and Data Support Specialist | Jul 2019 to Feb 2021 | •Executes, supports and facilitates the processing of custodial and insurance carrier downloads.
•Reconciles account information including holdings and transactions.
•Completes manual posting of trans... |
| Virtual Capital | Analyst | Sep 2018 to Nov 2018 | • Contribute to investment strategy development, communication and implementation
• Identify and source potential investors
• Schedule and generate investment reports in conjunction with research an... |
| Caldwell & Walsh | Assistant Project Manager | May 2017 to Jul 2017 | • Assist project manager in the execution of the management plan for assigned projects
• Carry out daily operational tasks in an effective and timely manner
• Schedule meetings, phone calls, site vis... |
Education
Fairfield University
Seton Hall Preparatory School
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L Lynnette Ortega | Associate | Ridgefield, NJ , United States |
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