Marketing, Investor Relations & Due Diligence

Development of marketing strategy presentation aligned with investment goals
Creation of a compelling pitch book, and other marketing deliverables, including content
Implementation and maintenance of client relations database
Work with marketers and capital introduction teams to facilitate investment manager roadshows
Using data warehouse and attribution software, preparation of customized investment manager and investor reports
Management of the due diligence process for potential investors and existing investors
Preparation and review of due diligence questionnaires and other operational materials
Review of International Swaps and Derivatives Association (ISDA), prime brokerage (PB), and other agreements

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