Direct Portfolio Associate

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// JobTitle File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Job Title File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: Direct Portfolio Associate File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// JobCode File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Job Code File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: 6983 File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// JobCategoryName File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Job Category File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: Investment Operations File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// JobTypeName File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Job Type File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: Permanent File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// JobLocationName File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Job Location File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: Boston - MA File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// PublishOnDate File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Date Posted File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: Jan 30 2023 12:00:00:000AM File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// ExpireOnDate File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Expires On File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: Mar 31 2023 12:00:00:000AM File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// Responsibilities File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Responsibilities File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: Ability and desire to work independently as well as part of a team Excellent problem-solving and analytical skills Strong attention to detail Strong written and verbal communication skills High level of maturity and ability to multi-task with little supervision Support the development of new product marketing materials, including PPMs, DDQs, presentations, prospect emails, and other deliverables Respond to fundraising/marketing-related queries and requests Prepare, maintain, and present (where appropriate) marketing materials for fundraising activities Prepare, maintain, and present (where appropriate) materials for the firm's existing clients, including fund updates Prepare, maintain, and present (where appropriate) external (e.g., annual meetings, limited partner advisory committee meetings) and internal (e.g., talking points, semi-annual portfolio review) update materials Liaise with Product Specialists, Accounting, Tax, Legal / Compliance, Client Service, and Investor Relations teams Portfolio-Related Prepare and maintain monitoring materials for all aspects of the Direct Co-Investment portfolio Maintain and analyze Direct group databases and KPIs (e.g., deal log, data integrity of internal systems) Prepare and coordinate materials for internal direct portfolio presentations (e.g. semi-annual portfolio review and annual meeting presentations) Fund-Related Analyze fund capacity, reserves, investment allocation, and performance Assist with preparation of fund letters and quarterly reports for investors Develop and maintain fund cash flow modeling Liaise with Accounting on all aspects of financial reporting for funds Company-Specific Participate in Direct Co-Investment group discussions in relation to the evaluation of investments Prepare and maintain monitoring materials for portfolio companies Participate in ad-hoc projects in relation to existing portfolio companies General Assist with the implementation of Direct Co-Investment group strategic initiatives, ad-hoc operational projects, and other aspects of group management Respond to internal queries and requests in relation to the Direct Co-Investment portfolio File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// Qualifications File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Qualifications File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: Education BS/BA or equivalent Work Experience 2-5 years of relevant experience File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// RequiredYearsOfExperience File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Required Years of Experience File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: 2 File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1169 Field Name:// AdditionalInfo File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1170 Field Label: Additional Info File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php Line 1171 Field Value: For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com #J-18808-Ljbffr