My client is an Global Equities Firm looking to hire a Research Assistant for their Greenwich office. This position is onsite Monday-Friday, working 45-50 hours per week.
The role, Research Assistant, will focus on supporting 1 Investment Team and working closely with Corporate Access, Portfolio Managers, and Broker Sales Teams. A very multi-faceted role and exposure to top leadership!
Will provide EA/PA support to the Portfolio Manager and light support to the team of Associates and Analysts (~ 6 people). Will work closely with corporate access to plan and coordinate roadshows, field trips, and conference. Will also assist with attending town halls and taking notes and maintain research files.
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 (travel accommodations)
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 3-5 years administrative assistant experience, preferably within financial services (preferred, but not required)
Proficiency in Microsoft Office (e.g., Excel, Word, PowerPoint, and Outlook) and related software
Strong time management skills: ability to effectively balance multiple tasks with competing priorities
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
Adept at problem solving, with ability to be flexible; may act as a resource to other administrative staff
Excellent grammar, written and verbal communication skills
Possess a genuine desire to learn and work in an environment where there is room for growth and increasing responsibility (short and long-term)