File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
JobTitle
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Title
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Direct Portfolio Associate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
JobCode
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
6983
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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
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Field Value:
Investment Operations
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
JobTypeName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Type
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Permanent
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobLocationName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Location
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Boston - MA
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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
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Field Value:
Jan 30 2023 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
ExpireOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Expires On
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Mar 31 2023 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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
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Field Name://
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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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
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Field Name://
RequiredYearsOfExperience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Required Years of Experience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
2
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
AdditionalInfo
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Additional Info
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
Job Title:
Direct Portfolio Associate
Job Category:
Investment Operations
Responsibilities:
- 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
Qualifications:
Education
BS/BA or equivalent
Work Experience
2-5 years of relevant experience
Required Years of Experience:
2
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
