Investment Marketing Specialist

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-level performance metrics (SFR + QFR) and the investor letter (QFR only). Engage with the investment team to gather data on portfolio companies and compile quarterly updates and financial statistics (QFR only).
  • Report Coordination: Oversee the review process by fund administration and governance for both SFR and QFR. Manage the distribution of reports in collaboration with internal and outsourced investor services teams.
  • Investor Calls: Schedule quarterly investor calls and ensure timely distribution of call details. Develop talking points for investor update discussions.
  • Fundraising and Marketing: Revise the pitch deck for quarterly performance updates and other necessary modifications. Create new content and make formatting adjustments as required.
  • Offering Memorandum Supplements: Update the Offering Memorandum supplement to reflect the latest performance and new investments. Facilitate the review process with internal legal and external counsel, incorporating feedback as needed.
  • Due Diligence Requests: Assist in completing due diligence questionnaires (DDQs) for prospective investors and update the PC&E-specific DDQ with the latest performance data.
  • Annual Meetings and Advisory Committee Sessions: Help generate invite lists and coordinate with the Brokerage events team for distribution (for Annual Meetings). Send calendar invites to members of the Investor Advisory Committee for bi-annual meetings.
  • Meeting Materials: Gather and consolidate materials from the broader PC&E team.
  • Logistics Coordination: Collaborate closely with the Brokerage events team to manage meeting locations and related logistics for Annual Meetings. Organize onsite logistics for bi-annual Advisory Committee meetings.
Additional Skills:
Proficient in Microsoft Excel and PowerPoint; eager to learn, capable of multitasking, and effective time management skills.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions.

To know more 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, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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