Primary Responsibilities
- Create and drive the execution of strategy specific and platform wide marketing materials, facilitate pipeline management and assist with developing detailed marketing plans, while working with stakeholders up, down and across the business to ensure successful execution.
- Assist with developing due diligence materials such as private placement memorandums, due diligence questionnaires, and related documentation for investment vehicles.
- Manage aspects of the LP engagement experience and fundraising process for the fund’s investment strategies; accountable for and driving the closing process for these campaigns.
- Prepare request for proposals (RFP), due diligence questionnaires (DDQ), and other data requests related to investor due diligence.
- Synthesize data and information from the fund and relevant portfolio companies and articulate the narrative and key messages for internal and external audiences.
- Assist with monthly, quarterly content update, approval and distribution processes.
- Create presentations and coordinate logistics for Annual General Meeting, Limited Partner Advisory Committee Meetings, investor meetings and one-to-many Firm-hosted and industry events.
- Work on strategic projects and analysis for new product development initiatives.
- Additional ad hoc projects including but not limited to : market mapping exercises, peer analysis, presentation development for senior leadership, etc.
Qualifications
- Minimum of 1-3 years of experience within Investment Banking, Investing, Investor Relations, Placement Agent or related field
- Strong understanding of financial markets (ideally with interest and / or experience across Credit or Real estate products
- Highly motivated self-starter with excellent communication skills both written and oral.
- A strong sense of accountability, strong organizational skills and attention to detail, views no task as too small and approaches every assignment as an opportunity to learn.
- Proactively identifies opportunities for continuous improvement and identifies areas in need of operational excellence with the ability to build, codify and promote process and best practices.
- Positively deals with a shifting demand for time and priorities with the ability to thrive in an agile working environment.
- Entrepreneurial and well-developed ability to work effectively in a highly collaborative, team-oriented environment.
- Ability to prioritize multiple tasks, manage stakeholders and work under pressure under deadlines to meet expectations.
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