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