James Malcolm

Supporter
DISC Type : s

CSR - Field Operations at U.S. Small Business Administration

Washington DC-Baltimore Area, United States

Overview

James is an experienced financial and risk analyst, with a background at major firms like Morgan Stanley and Guidehouse. He is currently enhancing his expertise by pursuing dual Masters degrees—an MBA and an MS in Financial Mathematics—at Johns Hopkins University, specializing in Python and financial modeling.


He is simultaneously pursuing two distinct Masters degrees from Johns Hopkins University.

Personality Overview

Procedural

Calm

Risk-averse

They prefer to follow rules and procedures.  They are motivated by the potential impact of their decision on the organization. They are unlikely to become strong champions as they don't prefer pushing other people.

Topics They Care About

Financial Risk
Gained direct experience in operational and product risk during his tenure as both an Analyst and an Associate at Morgan Stanley.
Quantitative Finance
His concurrent study for an MBA and a Master's in Financial Mathematics highlights a strong focus on quantitative approaches to business.
Data-Driven Analysis
Holds certifications in advanced Python for databases and algorithmic trading, indicating a focus on using data for financial modeling.

Media Appearances

James has no verified media appearances

Work History

10-2024 - 4-2025
CSR - Field Operations at U.S. Small Business Administration
6-2023 - 8-2023
Associate | Operational and Product Risk at Morgan Stanley
12-2022 - 6-2023
Analyst | Operational and Product Risk at Morgan Stanley
11-2020 - 5-2021
Financial Analyst at Guidehouse
9-2018 - 5-2020
Stock Associate at Crate and Barrel

Education

1-2025 - 6-2027
Master of Business Administration - MBA from The Johns Hopkins University - Carey Business School
8-2025 - 6-2027
Master of Science - MS from Johns Hopkins Whiting School of Engineering

More Information

Social Presence :

Prographics :

Exp : 4 Location : Washington DC-Baltimore Area, United States Job Level : N/A Designation : CSR - Field Operations at U.S. Small Business Administration
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Talk about refund and cancellation policy if the need arises
  • Focus your pitch on the impact that you could help them have on their organization
  • Pause and ask them if they have any questions

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from James

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can James take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And James

Personality Compatibility


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