Direct Portfolio Associate

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Direct Portfolio Associate

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Investment Operations

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Boston - MA

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Jan 30 2023 12:00:00:000AM

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Mar 31 2023 12:00:00:000AM

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1169Field Name://Responsibilities

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Ability and desire to work independently as well as part of a teamExcellent problem-solving and analytical skillsStrong attention to detailStrong written and verbal communication skillsHigh level of maturity and ability to multi-task with little supervisionSupport the development of new product marketing materials, including PPMs, DDQs, presentations, prospect emails, and other deliverablesRespond to fundraising/marketing-related queries and requestsPrepare, maintain, and present (where appropriate) marketing materials for fundraising activitiesPrepare, maintain, and present (where appropriate) materials for the firm's existing clients, including fund updatesPrepare, 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 materialsLiaise 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 portfolioMaintain 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 performanceAssist with preparation of fund letters and quarterly reports for investorsDevelop and maintain fund cash flow modelingLiaise with Accounting on all aspects of financial reporting for fundsCompany-Specific

Participate in Direct Co-Investment group discussions in relation to the evaluation of investmentsPrepare and maintain monitoring materials for portfolio companiesParticipate in ad-hoc projects in relation to existing portfolio companiesGeneral

Assist with the implementation of Direct Co-Investment group strategic initiatives, ad-hoc operational projects, and other aspects of group managementRespond to internal queries and requests in relation to the Direct Co-Investment portfolio

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Education BS/BA or equivalent Work Experience 2-5 years of relevant experience

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com

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