Director, Portfolio Governance @ (January 2023 - December 2023)
Director, Portfolio Management @ (January 2022 - December 2022)
Associate, Portfolio Management @ (May 2020 - January 2022)
Director, Capital Markets @ (February 2019 - December 2019)
Account Director @ (August 2015 - February 2019)
Fund Accounting Manager @ (May 2014 - October 2015)
Fund Accounting Supervisor @ (March 2012 - May 2014)
Senior Fund Accounting Analyst @ (September 2011 - March 2012)
Fund Accounting Analyst @ (July 2010 - September 2011)
William Kirby Education
Shippensburg University of Pennsylvania
Bachelor of Science - BS (Finance)
2006-2010
William Kirby Skills
InvestOne
Sungard
Enterprise
SEI Trust 3000
Microsoft Excel
Fund Accounting
Equities
Bonds
SEC filings
Mutual Funds
Bloomberg
Fund Administration
Internal Audit
Financial Analysis
Bloomberg Terminal
Fixed Income
Derivatives
Swaps
Corporate Actions
Fund Of Funds
ETFs
Index Funds
Securities
Valuation
Financial Markets
Financial Services
Financial Modeling
1940 Act
Emerging Markets
Bloomberg Software
Trading Systems
Business Strategy
Business
Communication
Strategy
Project Management
Product Management
Product Development
Leadership
Interpersonal Skills
Budgeting
Business Management
Sales
Investments
Marketing
Analysis
William Kirby Summary
William Kirby, based in Conshohocken, PA, US, is currently a Senior Vice President, Portfolio Governance at Future Standard. William Kirby brings experience from previous roles at Future Standard and KraneShares. William Kirby holds a 2006 - 2010 Bachelor of Science - BS in Finance @ Shippensburg University of Pennsylvania. With a robust skill set that includes InvestOne, Sungard, Enterprise, SEI Trust 3000, Microsoft Excel and more. William Kirby has 3 emails and 2 mobile phone numbers on RocketReach.
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