Fanning Personnel
Secondary Portfolio Associate
Fanning Personnel, Boston, Massachusetts, us, 02298
Secondary Investment Monitoring and Operations: 50%
Participation in weekly Secondary group meetingsMaintenance of Secondary group KPIs (i.e., pipeline, deals reviewed, completed deals, deal flow, capacity, and pacing)Maintenance of Secondary track record for all firm programsAssist with cash flow modeling of secondary funds and portfoliosAssist the Secondary team in determining the appropriate allocation of Secondary investment opportunitiesPrepare and maintain all monitoring materials for Secondary program including funds, separate accounts, and individual dealsAssist with the preparation of internal Secondary Portfolio review and strategic discussion materialsLiaise with Accounting group on all aspects of financial reporting for Secondary funds as requiredRespond to ad-hoc internal queries and requests in relation to the Secondary portfolioOther ad-hoc operational projectsMarketing/Client Service: 50%
Assist Principals and Managing Directors and work with Marketing in the preparation and maintenance of Secondary related marketing materials, AGM, and Advisory Board materialsCoordinate the preparation and maintenance of deal related marketing materials, descriptions, case studies, etc.Manage separate account updates including capacity, deal updates, dataroom management and certain client communicationsCoordinate with RFP team in crafting data responses to Secondary related RFP materialsRespond to ad-hoc marketing-related queries and requests and prepare materials for client consumptionUpdate track record and due diligence materials as neededQualifications:
Ability and desire to work independently as well as part of a teamStrong work ethicMust have excellent problem solving and analytical skills and demonstrate strong attention to detailMust also possess strong written and verbal communication skillsBS-Accounting/Finance2-5 years of relevant experienceRequired Years of Experience:
2Additional Info:For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
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Participation in weekly Secondary group meetingsMaintenance of Secondary group KPIs (i.e., pipeline, deals reviewed, completed deals, deal flow, capacity, and pacing)Maintenance of Secondary track record for all firm programsAssist with cash flow modeling of secondary funds and portfoliosAssist the Secondary team in determining the appropriate allocation of Secondary investment opportunitiesPrepare and maintain all monitoring materials for Secondary program including funds, separate accounts, and individual dealsAssist with the preparation of internal Secondary Portfolio review and strategic discussion materialsLiaise with Accounting group on all aspects of financial reporting for Secondary funds as requiredRespond to ad-hoc internal queries and requests in relation to the Secondary portfolioOther ad-hoc operational projectsMarketing/Client Service: 50%
Assist Principals and Managing Directors and work with Marketing in the preparation and maintenance of Secondary related marketing materials, AGM, and Advisory Board materialsCoordinate the preparation and maintenance of deal related marketing materials, descriptions, case studies, etc.Manage separate account updates including capacity, deal updates, dataroom management and certain client communicationsCoordinate with RFP team in crafting data responses to Secondary related RFP materialsRespond to ad-hoc marketing-related queries and requests and prepare materials for client consumptionUpdate track record and due diligence materials as neededQualifications:
Ability and desire to work independently as well as part of a teamStrong work ethicMust have excellent problem solving and analytical skills and demonstrate strong attention to detailMust also possess strong written and verbal communication skillsBS-Accounting/Finance2-5 years of relevant experienceRequired Years of Experience:
2Additional Info:For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
#J-18808-Ljbffr