Compunnel
Marketing Consultant Level 3
Compunnel, New York, New York, us, 10261
Description:
Responsibilities:
Quarterly Reporting - Summary Fund Report (SFR) + Quarterly Investor Report (QFR)
o Update fund level performance (SFR + QFR) and investor letter (QFR only)
o Perform outreach to investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only)
o Coordinate review by fund admin and fund governance (SFR + QFR)
o Coordinate posting of reports with internal and outsourced investor services teams (SFR + QFR)
- Quarterly Investor Calls
o Coordinate timing of quarterly investor calls
o Coordinate distribution of call details with internal and outsourced investor services teams
o Compile talking points for investor update calls
- Fundraising / Marketing
o Pitchbook
? Update deck for quarterly performance updates and other updates
? Make formatting updates and create new content, as needed
o 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
o 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
o Collect / consolidate information from team
- Annual Meeting / Investor Advisory Committee Meetings
o 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
o Meeting Materials
-Collect / consolidate materials from broader PC&E team
o Logistics
Education:
Bachelors Degree
Additional client information:
Responsibilities:
Quarterly Reporting - Summary Fund Report (SFR) + Quarterly Investor Report (QFR)
o Update fund level performance (SFR + QFR) and investor letter (QFR only)
o Perform outreach to investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only)
o Coordinate review by fund admin and fund governance (SFR + QFR)
o Coordinate posting of reports with internal and outsourced investor services teams (SFR + QFR)
- Quarterly Investor Calls
o Coordinate timing of quarterly investor calls
o Coordinate distribution of call details with internal and outsourced investor services teams
o Compile talking points for investor update calls
- Fundraising / Marketing
o Pitchbook
? Update deck for quarterly performance updates and other updates
? Make formatting updates and create new content, as needed
o 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
o 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
o Collect / consolidate information from team
- Annual Meeting / Investor Advisory Committee Meetings
o 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
o Meeting Materials
-Collect / consolidate materials from broader PC&E team
o Logistics
Education:
Bachelors Degree
Additional client information: