Fanning Personnel Jobs

Email Support •Manage electronic mail by sorting, distributing, and acting upon accordingly •Summarize high priority emails and communicate daily with CEO •Proactively respond to emails as needed •Keep inbox free..

Manage complex calendars for the firm's CEO and management ensuring no conflicts and acting as a point of contact for all scheduling needs Organize and manage communications via phone, email,..

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..

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..

Boston asset management firm is in search of a Municipal and Insurance Analyst to join their dynamic team! This position will be assigned coverage for the municipal and the bank..

Seeking a Senior Equity Research Associate to join a prestigious Boston asset management firm. This team conducts bottom-up, fundamental equity research across all sectors and countries to identify investment ideas...

Work with advisors on select group of clients to assess needs, goals, and planning issues. Prepare for and attend client meetings, document notes and work with advisor to complete all..

· Assist in due-diligence, research and ongoing monitoring related to both current and prospective investment managers. The Associate's primary area of focus will be traditional liquid strategy, but assignments will..

The RFP Team is seeking a long-term contractor to join our team of skilled RFP writers to help support this firm's expanding sales and relationship management efforts. The marketing analyst..

RFP / RFI Management: 80% An investment writer who works with functional teams to support response coordination of the RFP process Facilitates kick-off meetings to collect information from those familiar..

Assist in reviewing commercial contracts and nondisclosure agreements Draft corporate resolutions; prepare and maintain corporate governance materials covering various jurisdictions Respond to AML and KYC requests; maintain and update appropriate..

•Conduct onsite/remote branch reviews as part of our risk based internal branch examination process •Perform daily trade blotter review and approval with a focus on exception reports •Assist with performing..

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..

Dedicated resource responsible for supporting Sales in their efforts to market our Fixed Income strategies Support production of product and distribution plans Work with product teams on product planning –..

Review all fixed income portfolios on an ongoing basis Communicate with portfolio managers and institutional clients to confirm portfolio objectives Continuously monitor the firm's fixed income holdings Execute trades in..

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..

• Track and record incoming and outgoing cash effectively for multiple bank accounts on a daily basis to ensure timely recording of activity in accounting system. • Match cash receipts..

Owning and executing specific reporting deliverables, including: External investor reporting on portfolio returns, investment performance, exposure and holdings Regulatory reporting Audited financial statements and schedules Execute ad hoc data analysis..

The Equity Investment Specialist will work as part of one or more product coverage teams, led by an Investment Director. Specialists work closely with the Investment Directors, investment teams and..

Boston asset management firm is actively seeking a RFP Writer to join their dynamic team as a long-term contractor. The individual in this role will help support their firm's sales..

Calendar management (Lotus Notes) • Schedule and organize virtual, in-person and hybrid meetings that include internal and external participants • Manage the preparation and distribution of appropriate materials for those..

Seeking an Equity Research Associate to join a prestigious Boston asset management firm. This team conducts bottom-up, fundamental equity research across all sectors and countries to identify investment ideas. This..

Act as in-house investment specialist conducting research and providing information regarding product positioning, market perspective, historical performance, attribution, competitive landscape, etc. Prepare investment reports such as performance reporting, competitive analysis,..