Marketing Consultant

New York, New York

Hired by Matrix
Job Expired - Click here to search for similar jobs
Do you want more than just another job? Are you ready to team up with an organization that values your contributions? Then Hired by Matrix is for you.

Working with some of the US' premier companies, we excel at connecting candidates with positive cultures and dynamic teams. We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their future job searches.

Hired by Matrix has provided talent solutions to enhance organizations' team capacities for over three decades. As a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, Pharmaceutical / Biotech, Technology, Automotive, Engineering, and Healthcare.

At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Marketing Consultant.

What You'll Do:
  • 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 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 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.
What You'll Bring:
  • Strong proficiency in Microsoft Excel and PowerPoint.
  • Knoweldge of marketing.
  • Willingness to learn.
  • Ability to multi-task and manage time effectively.
  • Team player and problem solver skills.
Position Type: Contract

Get in Touch:
We want to hear from you. If you think you'd be a good match, submit your resume and reach out to Lalit at to learn more.

Who We Are:
Since 1986, Hired by Matrix, Inc. has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman Owned Business Enterprise and a Woman Owned Small Business.

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Date Posted: 02 May 2024
Job Expired - Click here to search for similar jobs