1 Marketing Consultant Level 3 Job in New York, NY
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JobRialto is Hiring a Marketing Consultant Level 3 Near New York, NY
DescriptionResponsibilities:
Quarterly Reporting - Summary Fund Report (SFR) Quarterly Investor Report (QFR)
Quarterly Reporting - Summary Fund Report (SFR) Quarterly Investor Report (QFR)
- Update fund level performance (SFR QFR) and investor letter (QFR only)
- Perform outreach to investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only)
- Coordinate review by fund admin and fund governance (SFR QFR)
- Coordinate posting of reports with internal and outsourced investor services teams (SFR QFR)
- Quarterly Investor Calls
- Coordinate timing of quarterly investor calls
- Coordinate distribution of call details with internal and outsourced investor services teams
- Compile talking points for investor update calls
- Fundraising / Marketing
- Pitchbook
- Update deck for quarterly performance updates and other updates
- Make formatting updates and create new content, as needed
- Offering Memorandum Supplements
- Update Offering Memorandum supplement for latest performance, new investments or other updates, as necessary
- Arrange review by internal legal and external counsel and incorporate comments
- Coordinate posting / distribution with Investor Services
- Prospective Investor Due Diligence Requests
- Assist with completion of prospective investor due diligence questionnaires (DDQs) and other diligence requests
- Update PC&E-specific DDQ for latest performance and any other updates
- Valuation Process
- Collect / consolidate information from team
- Annual Meeting / Investor Advisory Committee Meetings
- Invitations
- Assist with invite list generation and liaise with Morgan Stanley events team on distribution (Annual Meeting only)
- Send calendar invites to Investor Advisory Committee members for bi-annual meetings
- Meeting Materials
- Collect / consolidate materials from broader PC&E team
- Logistics
Job Summary
JOB TYPE
Full Time
SALARY
$86k-117k (estimate)
POST DATE
06/24/2024
EXPIRATION DATE
07/11/2024
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