Sr. Investment Analyst for Foxborough, MA to liaise with investment managers; attend diligence meetings & calls; monitor & report on portfolio; including forward planning, managing cash flow projections & overseeing forward fundraising calendars. Requires Master's in Finance or closely-related field.
Qualify by having 3 yrs family office exp performing quantitative & qualitative analysis on investments, industry sectors & fund managers; producing reports; building & understanding cap tables & exit waterfall; organizing & preparing investment documents; collecting investment data; using Markographics to develop visual aids & graphics; and using QuickBooks, PowerPoint & Excel (pivot tables, data filters, data sorting, cell formatting, data validation, shortcut keys, COUNT/IF charts, SUMIF, IFERROR, slicers, conditional formatting & PowerPivots). 5% domestic travel req'd.
Send resume to Ken Rosa, Kensington Capital Management, LLC. [email protected].
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