Jonas Schultz Email & Phone Number

Boston, MA, US

Irvine, California, US

Supporting Pathway’s due diligence efforts across primaries and co-investments with a particular focus on Pathway’s infrastructure program.

Irvine, California, US

Cambridge, Massachusetts, US

-Conducted market research and supporting due diligence efforts as a part of the firm’s fundraising, eventual deal sourcing, and pipeline management processes.-Worked to support, analyze, and enhance Athenian’s CRM and other databases.-Strong Contributor to the firm’s marketing and branding efforts.-Assist in ad hoc internal operations, ranging from.

- I assisted in the preparation of sales and marketing collateral for the $2.5 billion fund.- Responsible for performing and completing project specific work through SalesForce and Discovery Data, Inputs and outputs from those tasks had a direct result on the execution of the fund’s sales and marketing campaigns.- Participated in open discussions and sales.

- Analyzed and constantly updated the Fund’s CRM platform to assist the delivery of their sales and marketing campaigns.- Worked closely with the Director of Institutional Sales to ensure timely completion of the projects.- Sat in on numerous conference calls with potential clients and analysts to gain a better understanding of the nature of the fund and.

As a U.S. Coast Guard Certified launch operator working in Massachusetts bay, my job included taking club members to and from their boats. I also kept up with the general maintenance of both the clubs vessels. I am still currently eligible to run both of the club’s launches.- Earned USCG Merchant Mariner's credential and Homeland Security Transportation.

Bachelor'S Degree, Finance, General

Diploma