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James Cotton

Former Investment Operations Associate at Manhattan West

Los Angeles, California, United States

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About

James Cotton is an Investment Operations Associate at Manhattan West, supporting the operational infrastructure behind the firm's investment strategies, including workflow management, data integrity, and reporting across client accounts and internal teams. He started in the PEO industry in outbound sales, then moved into wealth management as a Corporate Development Associate working on mergers and acquisitions, later focusing on operational efficiencies such as advisor workflows and technology implementation. He holds a Bachelor of Science in Finance from Indiana University.

Experience

  1. HuronForward Deployed Engineer (FDE)current2026 — presentLos Angeles, CA
  2. Manhattan WestInvestment Operations Associate2025 — 2026Los Angeles, CA
  3. SteelPeak WealthOperations Associate2024 — 2025Los Angeles, CA
  4. SteelPeak WealthCorporate Development Analyst2024Los Angeles, CA
  5. Group Management Services, Inc.Outside Sales Representative2023 — 2024San Diego, CA
  6. Music Production ClubVice President2020 — 2023Bloomington, Indiana, United States
  7. Sigma Chi FraternityRitual Chairman2020 — 2021Bloomington, Indiana, United States
  8. Sigma Chi FraternityApparel Chairman2019 — 2020Bloomington, Indiana, United States

Skills & more

Documentation ControlOpenAI APIASP.NET MVCpytestMicrosoft OfficeGitDocker ProductsMicrosoft Power PlatformPostgreSQLFastAPIPython (Programming Language)REST APIs
+12 moreMicrosoft ExcelMulti-task & Handle High-volume WorkloadsAdvising PeopleLeadershipSelf LearningAutonomic ComputingCode RefactoringInvestor ReportingData AcquisitionData MigrationEvent-drivenData Audit
  • Series 65 — NASAA

From James's professional profile.

Frequently asked questions

Who is James Cotton?
James Cotton is an Investment Operations Associate at Manhattan West, supporting the operational infrastructure behind the firm's investment strategies, including workflow management, data integrity, and reporting across client accounts and internal teams. He started in the PEO industry in outbound sales, then moved into wealth management as a Corporate Development Associate working on mergers and acquisitions, later focusing on operational efficiencies such as advisor workflows and technology implementation. He holds a Bachelor of Science in Finance from Indiana University.
Where did James Cotton go to school?
James Cotton studied at Indiana University Bloomington (Bachelor's degree, Finance); Corona Del Mar High School; Indiana University - Kelley School of Business (B.S. Business, Finance).

Same school

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