Marketing Consultant
: Job Details :

TypeContractExperience-1Responsibilities: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 CallsCoordinate timing of quarterly investor callsCoordinate distribution of call details with internal and outsourced investor services teamsCompile talking points for investor update callsFundraising / MarketingPitchbookUpdate deck for quarterly performance updates and other updatesMake formatting updates and create new content, as neededOffering Memorandum SupplementsUpdate Offering Memorandum supplement for latest performance, new investments or other updates, as necessaryArrange review by internal legal and external counsel and incorporate commentsCoordinate posting / distribution with Investor ServicesProspective Investor Due Diligence RequestsAssist with completion of prospective investor due diligence questionnaires (DDQs) and other diligence requestsUpdate PC&E-specific DDQ for latest performance and any other updatesAnnual Meeting / Investor Advisory Committee MeetingsAssist with invite list generation and liaise with Brokerage events team on distribution (Annual Meeting only)Send calendar invites to Investor Advisory Committee members for bi-annual meetingsMeeting MaterialsCollect / consolidate materials from broader PC&E teamLogisticsWork closely with Brokerage events team to coordinate meeting location and other related logistics (Annual Meeting only)Organize onsite logistics for bi-annual Advisory Committee meetingsAdditional attributes: Strong proficiency in Microsoft Excel and PowerPoint; willingness to learn, ability to multi-task and manage time effectivelyAbout 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 .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.