Phillip King — Senior Business Analyst · FundCount

Phillip King — Senior Business Analyst · FundCount · Greater Boston.

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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

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About

Customer focused investment operations professional with over 15 years of industry and software experience. Focused on problem solving, building/streamlining

processes, and working with alternative and derivative investments.

Experience working with C level management, portfolio managers, administrators, Big 4 auditors, and investors.

Extensive back office, middle office, and financial reporting experience and looking to leverage industry knowledge and technical skills to a collaborative team environment.

Experience

Senior Business AnalystCurrent
FundCount · Greater Boston
Mar 2020 – Present
Financial Reporting Consultant
JPMorganChase · Boston, MA
Nov 2019 – Mar 2020

Education

Washington University in St. Louis — Bachelor's Degree, Economics · 1998 – 2002
Brandeis University — Graduate Coursework · 2003 – 2004

Skills

DerivativesInvestmentsFinancial ReportingAsset ManagementAlternative InvestmentsAuditingSEC Financial ReportingFinancial StatementsISDA negotiationsSeparately Managed AccountsBest PracticesFund AdministrationFund AccountingHedge FundsPrivate EquityPrivate PlacementsCommodityProcess ImprovementBloombergValuationPortfolio ManagementMutual FundsFund Of FundsInvestment ManagementTradingAccountingFixed IncomeFinancial AnalysisFinancial ModelingEquitiesBack OfficeMicrosoft OfficeMicrosoft ExcelFuturesOptionsForeign ExchangeCash ManagementInvestor RelationsMiddle OfficeData AnalysisSQLSoftware ImplementationForeign CurrencyFX HedgingPrime BrokerageAsset AllocationSecuritiesFinanceCapital MarketsU.S. SEC Filings

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