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Erick Rawlings — Managing Director · Fiduciary Trust International · Boston, Massachusetts, United States.
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Experience
Managing DirectorCurrent
Fiduciary Trust International · Lincoln, Massachusetts, United States
Jan 2011 – Present
- Direct investment research and manager due diligence with team of 9 analysts - Co-lead Athena's annual Strategic Asset Allocation review process - Portfolio manager of internal fund of hedge funds (Jan. 2011 - Present) - Lead Investment Committee meetings
Senior Analyst
SCS
Jun 2009 – Dec 2010
o Actively engaged in portfolio management, manager selection, and current portfolio monitoring of over $200mm in private equity assets • Manage SCS Private Investment Fund I, an $18 million dollar internal fund of funds o Provide quarterly commentary on the private equity market and invested managers o Maintain personally developed cash flow model to monitor current and projected cash flows for the SCS Fund I and client portfolios o Manage exposure models for SCS Fund I and individual client portfolios • Develop allocations and manager selection for SCS Private Investment Fund II • Sourced and executed a $1 million secondary market purchase of shares in a hedge fund co-investment vehicle • Manage over $250 million of current long/short equity hedge fund investments • Build DCF models of managers' core holdings to compare/discuss valuation results • Develop unique models for each manager based on factors such as intra-sector stock dispersion and Monte Carlo simulations of theoretical portfolios within an opportunity set • Analyze monthly exposure and quarterly 13F reports • Discuss portfolio themes and core holdings with managers during conference calls and site visits
Education
Skills
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