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Fanning Personnel

Fanning Personnel in United States

37 jobs at Fanning Personnel in United States

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  • Fanning Personnel

    Associate Director, Client Onboarding

    5 days ago

    Fanning Personnel Boston, United States

    · Project management and coordination of the US onboarding and transition events including planning, overseeing and executing operational implementation through a thorough understanding of the firm's business and operational environment and applying a disciplined approach to the ...

  • Fanning Personnel

    Financial Controller

    4 days ago

    Fanning Personnel Boston, United States

    This Non-Profit Fund invests capital in local enterprises that are owned and controlled by entrepreneurs of color or are serving communities of color. They are a small team with an interest in and understanding of economic justice, racial justice, and gender equity. They are seek ...

  • Fanning Personnel

    Credit Research Analyst

    4 days ago

    Fanning Personnel Boston, United States

    Seeking a Credit Research Analyst to join a top Boston asset manager. The individual in this role will be responsible for a subset of investment grade and high yield technology issuers. The Credit Research Analyst will be responsible for analytically supporting senior analysts in ...

  • Fanning Personnel

    Sr Trading Specialist/Investment Analyst

    4 days ago

    Fanning Personnel Boston, United States

    Sr Trading Specialist/Investment Analyst · Job Code : · 7079 · Job Category : · Investment Operations · Job Type : · Permanent · Job Location : · Date Posted : · Apr · Expires On : · May · Responsibilities : · Assist in due-diligence, research and ongoing monitoring related to ...

  • Fanning Personnel

    Operational Due Diligence Analyst

    4 days ago

    Fanning Personnel Boston, United States

    ODD Team Coordination: 45% · Assist with coordination and set-up of ODD calls with the ODD team and GPs; participate in meetings where necessary · Ensure ODD packages are complete and are uploaded timely to the document management system · Perform quarterly look back testing acr ...

  • Fanning Personnel

    Associate, Product Marketing

    4 days ago

    Fanning Personnel Boston, United States

    Product marketing: 65% · Develop and execute marketing plans and content for new product launches. Includes participation in product planning discussions, development and execution of communication plans, and development and production of materials. · Materials developed for ne ...

  • Fanning Personnel

    Portfolio Administrator

    3 days ago

    Fanning Personnel Boston, United States

    Highly- esteemed Boston asset management firm is seeking a Contract Portfolio Administrator to add to their team. This individual will support the trading, client service, and portfolio management functions by providing accurate and timely custodian bank reconciliation of holding ...

  • Fanning Personnel

    Client/ Portfolio Associate

    20 hours ago

    Fanning Personnel Boston, United States

    Client/ Portfolio Associate opening located at a wealth management firm in Boston · I'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario ha ...

  • Fanning Personnel

    Senior Accountant

    4 days ago

    Fanning Personnel Boston, United States

    Asset Management firm is seeking an exceptional candidate to join their firm as a Senior Fund Accountant to assist their growing hedge fund organization. This person will be responsible for working directly with their COO/CFO, their Controller and the rest of our team assisting i ...

  • Fanning Personnel

    Senior Tax Associate

    4 days ago

    Fanning Personnel Boston, United States

    Deliver responsive client service in coordination with our financial planners, portfolio executives, and relationship managers · Review tax returns and plans prepared by other Senior Tax Associates or by Tax Associates · Prepare accurate and complete tax returns (Forms 1040, 1041 ...

  • Fanning Personnel

    Client Portfolio Manager

    4 days ago

    Fanning Personnel Boston, United States

    Primary relationship resource for a subset of our largest and most important existing Solutions relationships. · Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typica ...

  • Fanning Personnel

    Executive Assistant

    20 hours ago

    Fanning Personnel Princeton, United States

    EXECUTIVE ASSISTANT · The Executive Assistant will support the Regional Managing Principal in a wide range of endeavors. Manage the day to day daily operations of the office; including calendar management. expense reports, arranging complex travel plans, assist in coordination o ...

  • Fanning Personnel

    Alternative Asset and Treasury Operations Analyst

    6 days ago

    Fanning Personnel Boston, United States

    Alternative Asset and Treasury Operations Analyst · Job Code : · 6996 · Job Category : · Investment Operations · Job Type : · Permanent · Job Location : · Date Posted : · Oct 4 2022 · Expires On : · Responsibilities : · Provide support and oversight for the firm's portfolios · Ov ...

  • Fanning Personnel

    Senior Portfolio Manager

    5 days ago

    Fanning Personnel Boston, United States

    work closely with team members on multiple private market investments across both our existing portfolio and investment pipeline · conduct diligence on potential investment opportunities · manage pipeline and internal databases · research specific investment themes and support ex ...

  • Fanning Personnel

    Investment Analyst

    6 days ago

    Fanning Personnel Boston, United States

    Conducting diligence on potential investment opportunities · Managing pipeline and internal databases · Researching specific investment themes · Supporting existing funds and investor-facing team · The analyst position is intended to be a 2-3 year program during which the analys ...

  • Fanning Personnel

    Corporate Accountant

    4 days ago

    Fanning Personnel Boston, United States

    Quarterly Reporting of firm management company entity: 80% · Prepare the quarterly general ledger closing of the management company assigned entity including quarterly P&L and balance sheet reconciliations. · Maintain Fixed Asset module and calculate quarterly depreciation · Ass ...

  • Fanning Personnel

    Help Desk Support Analyst

    3 days ago

    Fanning Personnel Boston, United States

    · •Provide technical support for all end users and for all IT-related functions. · •Troubleshoot hardware-related issues and maintain hardware inventory. · •Provide iOS device support, including device setup, updates, and troubleshooting. · •Provide PC support, including device ...

  • Fanning Personnel

    Client Service Associate

    6 days ago

    Fanning Personnel Boston, United States

    Position Summary · Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as fac ...

  • Fanning Personnel

    Client Communications Associate

    3 days ago

    Fanning Personnel Boston, United States

    Be responsible for writing responses to Requests for Proposals and Client Questionnaires. · Ensure prompt distribution of client reporting and consultant deliverables. · Need strong writing skills and some analytical experience. · Need strong writing skills and some analytical ex ...

  • Fanning Personnel

    Operations Data Analyst

    3 days ago

    Fanning Personnel Boston, United States

    Coordinate the on-going maintenance and reconciliation of client accounts across portfolio management, order management and client relationship management systems; coordinate internally regarding account and client updates · Review monthly and quarterly portfolio performance info ...