Keith Philson

Keith Philson Email and Phone Number

at @ Commonfund
wilton, connecticut, united states
Keith Philson's Location
Wilton, Connecticut, United States, United States
Keith Philson's Contact Details

Keith Philson personal email

n/a

Keith Philson phone numbers

About Keith Philson

* Director with 18+ years of experience in the financial sector, including exposure to fixed income, equities, hedge fund, private equity and commodities assets as well as swaps and future derivatives. * Performance Measurement Specialist skilled in detecting and efficiently correcting errors in Performance Measurement Applications and supporting documents.* Proven Leader, Mentor and Trainer of entry-level and seasoned Fund Accountants, with excellent communication and collaborative skills.*Detail oriented and great problem-solving skills

Keith Philson's Current Company Details
Commonfund

Commonfund

View
at
wilton, connecticut, united states
Website:
commonfund.org
Employees:
153
Keith Philson Work Experience Details
  • Commonfund
    Director
    Commonfund Aug 2022 - Present
    Wilton, Connecticut, United States
    View
  • Commonfund
    Senior Fund Analyst
    Commonfund Aug 2008 - Present
    Wilton, Ct
    Oversee, manage, and provide investment strategies over multiple funds, including fixed-income, commodities, equity, alternative, and hedge funds. Review and analyze monthly Net Asset Value calculations and Client Capital Allocations for accuracy and compliance. Support and assist investment teams, client services, sales teams and risk management group.• Analyze daily and monthly Performance Measurements and reconcile Future Trade Tickets to broker and custodian accounts.• Mentor and oversee entry-level Fund Accountants, and contribute to improvements in New Hire Training Program.• Perform commodity index swaps, and assist in maintenance of commodity index models and preparation of audited financial statements.
  • Commonfund
    Fund Analyst
    Commonfund Sep 2006 - Aug 2008
    Wilton, Ct
    Analyzed and managed daily performance of equity and fixed-income funds, verified expense and income ratios for accuracy, and calculated and allocated monthly cash flows, and incentive and management expenses.• Researched and analyzed monthly capital partnership activity.• Reconciled manager performance and net assets to custodian.
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  • State Street
    Fund Administrator
    State Street Mar 2005 - Aug 2006
    Boston, Ma
    Compiled fund investment portfolios for inclusion in semi-annual and annual reports, and analyzed for accuracy and completed financial statements published in reports. Updated amendments to prospectus, prospectus supplements and statement of additions.• Ensured compliance of all SEC and Internal Revenue Codes.• Assisted in preparation and filing of N-SAR documents.
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  • State Street
    Senior Fund Accountant
    State Street Jun 2002 - Mar 2005
    Boston, Ma
    Reviewed and analyzed financial reports for monthly audits, psted adjusting entries to general ledger accounts, and daily trade, expense, interest and divident reports for accuracy. Researched and verifed news on securities with impacting price fluctuations, and assured timeliness and accuracy of Net Asset Value postings.• Trained, mentored and supervised all entry-level Fund Accountants.
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Keith Philson Education Details

Frequently Asked Questions about Keith Philson

What company does Keith Philson work for?

Keith Philson works for Commonfund

What is Keith Philson's role at the current company?

Keith Philson's current role is at.

What is Keith Philson's email address?

Keith Philson's email address is kp****@****und.org

What is Keith Philson's direct phone number?

Keith Philson's direct phone number is (888) 823*****

What schools did Keith Philson attend?

Keith Philson attended Babson College - Franklin W. Olin Graduate School Of Business, Bentley University.

Who are Keith Philson's colleagues?

Keith Philson's colleagues are Allison Kaspriske, Meredith Messina, Betsy Wilson, Thomas L. Van Zant, Alexandra Casey, Cindy Megale, William Kellett.

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