Fanning Personnel
Direct Portfolio Associate
Fanning Personnel, Boston, Massachusetts, us, 02298
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
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