Job Description

My client is a Global Equities Firm that is looking for an Investment Team Coordinator!

The role will focus on supporting an Investment Team working closely with Corporate Access, Portfolio Managers, and Broker Sales Teams. A very multi-faceted role and exposure to top leadership!

If you are someone who loves a fast-paced environment, meeting deadlines, building relationships, and growth - then this position is for you!

BA Degree required.

Duties and Responsibilities

• Coordinate high volume of internal and external meetings
• Develop relationships with broker sales teams and Investor Relations to effectively plan meetings/calls
• Calendar planning: screen for conflicts and make sure teams are coordinated for meetings
• Log corporate access and broker interactions in database
• Book travel arrangements including flight, hotel, and ground transportation for team
• Process expense reports for team
• Develop basic understanding of covered sector
• Participate in weekly team meetings
• Provide EA support and assist with occasional personal requests from portfolio manager

Company Requirements:

• Bachelor’s degree required
• Minimum 2-5 years administrative assistant experience, within financial services
• Proficiency in Microsoft Office
• Strong time management skills
• Excellent organization skills and detail oriented
• Sense of ownership for one’s work
• Proactive in following up on details, anticipating issues, and closing the loop on all requests
• Ability to exercise discretion when managing confidential information, working across multiple teams and functions
• Mature and strong inter-personal skills; able to interact professionally with peers and senior level management
• Must be teamwork oriented with ability to work independently

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