Wesley A. Fagan, CAIA, CIPM

Experience

• 

  Linden Asset Management

  Dec 2006 - Apr 2008

  Intern
• 

  PGIM Investments

  May 2007 - Aug 2007

  Intern
• 

  Burgiss

  May 2008 - Mar 2016

  Manager of the Client Deliverables functional area, responsible for recurring secure delivery of data, reporting, and services for over 250 institutional private capital investment programs, following successful integration of several disparate functional areas, and implementation of rigorous processes and business analytics.Project management in operations, business development, technology, and marketing.Relationship management with key clients requiring comprehensive and bespoke reporting and data services.Direct consultation with clients and monitoring of industry developments in identification of product and service enhancements to ensure continued leadership in the market.Collaboration with engineering team to develop and deliver product enhancements.Team leadership, supervision, and professional development.Ad-hoc research initiatives and presentation of results at direction of senior management. Show less Content enhancement and management, organizational initiatives, and business development.Developed, launched, and managed enhanced service for tracking the operating performance of private equity backed companies on behalf of institutional limited partners.Partnered with local colleges and universities in launching student internship program. Recruited, trained, directly supervised, and evaluated over 90 interns over the course of the program, with many going on to full-time analyst roles with the company.Developed, launched, and managed private portfolio reporting service for over 150 institutional investor clients. Focused on portfolio holdings and performance, reporting concisely summarizes and targets key metrics and drivers of value. Supervised team responsible for development of report building tools, with personal responsibility for initial design and subsequent enhancements. Show less

  • Associate

    Jan 2012 - Mar 2016

  • Senior Analyst

    Jan 2010 - Jan 2012

  • Financial Analyst

    May 2008 - Jan 2010
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  Prudential Financial

  Mar 2016 - now

  • Director, Performance Reporting

    Nov 2020 - now

  • Manager, Performance Reporting

    Apr 2020 - Nov 2020

  • Manager, Planning and Analysis

    Mar 2016 - Apr 2020