Athanasios Metropoulos, Cfa Email & Phone Number

Boston, MA, US

Boston, MA, US

• Source, screen, and underwrite LP interest, GP-led (continuation vehicles), and direct secondaries transactions for investment by Cambridge Associates Secondaries fund program
• Prepare and present transaction details to Investment Committee for approval and handle all aspects of the transaction closing process such as analyzing legal review findings related to fund documents, and managing.
• Both internal and client facing resource for market commentary, advice on sell side processes, secondary broker recommendations, and third-party private equity secondaries manager recommendations
• Strong understanding of deal structures across secondaries universe ranging from LP interests, GP-led, and preferred equity
• Significant experience with primary fund research and underwriting across private investment asset classes
• Built a proprietary tool using Excel VBA to analyze performance metrics (IRR, TVPI, DPI, % of capital called) across managers of different vintage years that is widely used by the Cambridge Associates’ Secondaries team

Boston, MA, US

Boston, MA, US

Boston, MA, US

• Investment Associate in the Private Client Practice group; worked on team responsible for managing $5 billion of client assets
• Involved in all aspects of portfolio management such as asset allocation decisions, portfolio construction, and manager selection
• Helped complete strategic and tactical shifts by recommending and implementing public and private investment ideas within portfolios
• Conducted diligence on investment opportunities and market research across all asset classes spanning private equity, venture capital, growth equity, hedge funds, public equities, and credit Conducted diligence on.
• Created team process to analyze, determine appropriate allocations, and implement co-investment opportunities across client portfolios
• Pitched investment ideas to investment committees and provided updates and commentary on portfolio performance and investments

Boston, MA, US

• Investment Analyst in the Private Family Practice working on a team that manages roughly $4 billion in client assets.
• Focus on asset allocation and manager selection by assisting in making recommendations for investments in long only managers, long/short hedge funds, private equity, and fixed income.

Boston, Massachusetts, US

Managed a team of 4 associates on the Client Reporting Team

Boston, Massachusetts, US

• Main liaison between Putnam Investments and its institutional client base for investment performance information, working directly with Global Investment Strategy groups (Equity, Fixed Income, and Multi Asset) and.
• Create performance, attribution, and market commentary reports for institutional clients
• Responsible for calculating key investment performance ratios and metrics such as portfolio Sharpe Ratio and standard deviation
• Build quarterly review books for clients that are used in meetings conducted by client service managers and portfolio managers

Boston, MA, US

Boston, MA, US

Full Trader in Merrimack Service/Trading GroupResponsible for making Stock, Option, Mutual Fund and Precious Metal trades for Fidelity brokerage customersResponsible for servicing customer accounts ranging from basic inquiries to margin balances

Bristol, RI, US

Work in admissions office helping prospective students with application process and other administrative work

Worked in the corporate finance department under the direction of the Director of Finance and CFOCompiled Due Diligence reports and documents for a pending corporate acquisition of a $100MM company Reconciled various Euro fund bank statements to general ledgerSaved company over $1,000 by finding errors in European customs documents Assisted in cash.

Personally manage a $100,000 investment fund with 8 other students along with a separate $50,000 fund that was created using the Graham Dodd investment method.

Bachelor Of Science, Finance

Bachelor Of Science, Aacsb Accredited; Finance; Dubai And S; London And Paris; History