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    Marketing Consultant - New York, United States - ApTask

    ApTask
    ApTask New York, United States

    1 week ago

    Default job background
    Description
    About Client:
    Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
    The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

    Rate Range: $60-$62.97/Hr

    Job Description:
    Responsibilities:
    Quarterly Reporting
    • Summary Fund Report (SFR) + Quarterly Investor Report (QFR)
    • Update fund level performance (SFR + QFR) and investor letter (QFR only)
    • Perform outreach to investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only)
    • Coordinate review by fund admin and fund governance (SFR + QFR)
    • Coordinate posting of reports with internal and outsourced investor services teams (SFR + QFR)
    Quarterly Investor Calls
    • Coordinate timing of quarterly investor calls
    • Coordinate distribution of call details with internal and outsourced investor services teams
    • Compile talking points for investor update calls
    Fundraising / Marketing
    • Pitchbook
    • Update deck for quarterly performance updates and other updates
    • Make formatting updates and create new content, as needed
    • Offering Memorandum Supplements
    • Update Offering Memorandum supplement for latest performance, new investments or other updates, as necessary
    • Arrange review by internal legal and external counsel and incorporate comments
    • Coordinate posting / distribution with Investor Services
    • Prospective Investor Due Diligence Requests
    • Assist with completion of prospective investor due diligence questionnaires (DDQs) and other diligence requests
    • Update PC&E-specific DDQ for latest performance and any other updates
    Valuation Process
    • Collect / consolidate information from team
    Annual Meeting / Investor Advisory Committee Meetings
    • Invitations
    • Assist with invite list generation and liaise with *** events team on distribution (Annual Meeting only)
    • Send calendar invites to Investor Advisory Committee members for bi-annual meetings
    • Meeting Materials
    Collect / consolidate materials from broader PC&E team
    • Logistics
    • Work closely with *** events team to coordinate meeting location and other related logistics (Annual Meeting only)
    • Organize onsite logistics for bi-annual Advisory Committee meetings
    • Additional attributes: Strong proficiency in Microsoft Excel and PowerPoint; willingness to learn, ability to multi-task and manage time effectively
    About ApTask:
    ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

    Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

    Candidate Data Collection Disclaimer:
    At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

    If you have any concerns or queries about your personal information, please feel free to contact our compliance team at .
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