Marketing

• Introduce and review static data points of portfolio companies, financial information, and valuation data at the target fund level, ensuring alignment with signed and executed documents.
• Ensure data points are accurately introduced and updated in the Asset Details section of the investment process and platform, following quarterly reviews.
• Verify the proper execution of Investment Committee (IC) decisions by collecting post-IC documentation and proof of ownership (e.g., target funds, private equities).
• Monitor investment restrictions to prevent breaches and ensure proper documentation is maintained at each NAV calculation frequency.
• Prepare payment instructions where applicable, ensure proper monitoring until final settlement, and update the payment date in the platform.
• Oversee the registration and passporting process for fund distribution across jurisdictions, including notification and de-notification procedures.
• Approve and supervise marketing materials and investor communications to ensure regulatory compliance and alignment with the fund’s objectives and risk disclosures.
• Escalate identified issues during the monitoring period to the relevant committees (e.g., FOMC, CO, BOM) to facilitate appropriate actions.

Associate in Portfolio Management supporting investment strategies in Luxembourg

Associate – Portfolio Management, Marketing

Associate in Portfolio Management assisting with investment strategies and marketing in Luxembourg. Collaborating on analysis and compliance while supporting the portfolio management operations.

• Contribute to the creation of the company’s internal yearbook by coordinating with different departments, collecting key highlights, and helping structure engaging internal content.
• Coordinate the internal newsletter in collaboration with the Marketing team.
• Support social media activities by assisting with content creation, scheduling, and integration on platforms such as Facebook, Instagram, and LinkedIn (light social media monitoring/benchmark to support future campaigns).
• Assist in the management, preparation, and tracking of welcome packs for new clients, including the upcoming launch of differentiated welcome packs based on contract types.
• Support research on additional client touchpoints (limited scope, exploratory support).
• Support the research and selection of suppliers for internal goodies.
• Assist with product development, order follow-up, and coordination with external providers (printers, designers, suppliers).
• Help manage internal goodies stock and related logistics.
• Monitor and manage marketing-related stock (goodies, printed materials), including tracking, replenishment, and inventory updates.
• Support the organization, sorting, storage, and filing of marketing materials to ensure efficient access for the team.
• Assist in the organization of marketing materials for external events in collaboration with the Sales team.
• Support the preparation of key internal events such as the Christmas Party, Summer Party, Fly-in, etc.
• Provide general administrative support to the Marketing team on daily operational tasks.
• Collaborate closely with cross-functional teams including Sales, HR, Travel, and Operations.

Marketing Intern supporting Jetfly's Marketing department

Marketing Intern

Marketing Intern assisting with content creation, social media, and internal communications at Jetfly. Supporting various marketing activities and administrative tasks in a dynamic environment.

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Associate – Portfolio Management, Marketing

Marketing Intern