Strategic Marketing Advisor

2 weeks ago

New York, New York, United States US Tech Solutions Full time

Key Responsibilities:

  • Quarterly Reporting: Prepare the Summary Fund Report (SFR) and Quarterly Investor Report (QFR).
  • Performance Updates: Refresh fund performance metrics (SFR + QFR) and investor communications (QFR only).
  • Data Collection: Engage with the investment team to gather portfolio company insights and compile quarterly updates and financial statistics (QFR only).
  • Review Coordination: Facilitate the review process with fund administration and governance for SFR and QFR.
  • Report Distribution: Oversee the dissemination of reports in collaboration with internal and outsourced investor services teams (SFR + QFR).
  • Investor Calls: Organize the scheduling of quarterly investor calls.
  • Call Coordination: Manage the distribution of call details with internal and outsourced investor services teams.
  • Talking Points: Develop key discussion points for investor update calls.

Fundraising and Marketing Activities:

  • Pitchbook Development: Revise the presentation deck for quarterly performance updates and other relevant information.
  • Content Creation: Make necessary formatting adjustments and generate new content as required.
  • Offering Memorandum Updates: Revise Offering Memorandum supplements to reflect the latest performance and new investments.
  • Legal Review Coordination: Arrange for internal legal and external counsel reviews and incorporate feedback.
  • Investor Due Diligence: Assist in fulfilling prospective investor due diligence questionnaires (DDQs) and other inquiries.
  • Performance Updates: Refresh PC&E-specific DDQs with the latest performance data and updates.

Annual Meeting and Advisory Committee Coordination:

  • Invite Management: Assist in generating invite lists and liaising with the events team for distribution (Annual Meeting only).
  • Calendar Coordination: Send calendar invitations to Advisory Committee members for bi-annual meetings.
  • Meeting Materials Collection: Gather and consolidate materials from the broader PC&E team.
  • Logistics Management: Collaborate with the events team to arrange meeting locations and logistics (Annual Meeting only).
  • Onsite Coordination: Organize onsite logistics for bi-annual Advisory Committee meetings.

Essential Skills: Proficient in Microsoft Excel and PowerPoint; eager to learn, capable of multitasking, and effective time management.

About US Tech Solutions:

US Tech Solutions is a global staffing augmentation firm offering a comprehensive range of talent on-demand and total workforce solutions. For more information about US Tech Solutions, please visit our website.

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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