Investment Team Coordinator

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 ResponsibilitiesCoordinate high volume of internal and external meetingsDevelop relationships with broker sales teams and Investor Relations to effectively plan meetingscallsCalendar planning: screen for conflicts and make sure teams are coordinated for meetings Log corporate access and broker interactions in databaseBook travel arrangements including flight, hotel, and ground transportation for teamProcess expense reports for teamDevelop basic understanding of covered sectorParticipate in weekly team meetingsProvide EA support and assist with occasional personal requests from portfolio manager Company Requirements:Bachelor's degree requiredMinimum 2-5 years administrative assistant experience, within financial servicesProficiency in Microsoft Office Strong time management skillsExcellent organization skills and detail orientedSense of ownership for one's workProactive in following up on details, anticipating issues, and closing the loop on all requestsAbility to exercise discretion when managing confidential information, working across multiple teams and functionsMature and strong inter-personal skills; able to interact professionally with peers and senior level managementMust be teamwork oriented with ability to work independently

Created: 2024-11-05