Executive Assistant, Investment Strategies

3 weeks ago

Highland, United States San Manuel Band of Mission Indians Full time

Under the direction of the Chief Investment Officer, the Executive Assistant is responsible for providing high-level administrative and professional support to the Investment Strategies department. The position enhances office effectiveness, utilizing excellent communication and time management skills and through the execution of a variety of complex administrative duties requiring sensitivity, initiative and independent judgment. The position acts as a liaison between the Investment Strategies team and other departments.

Please note: This role is onsite in Irvine, CA.

Essential Duties & Responsibilities

1. Manages flow of information through the Investment Strategies team, maintaining confidentiality at all times. Processes various investment and legal documents including entering into contract review system for legal review and approval workflow; follows up on status of pending matters, monitors the process through to completion, and distributes the completed documents to the appropriate parties (this includes subscription and related docs, wire direction letters, additional subscription/redemption forms, etc.). Ensures that review/signature request materials are properly submitted, reviewing for completion and accuracy.  Follows up on completed action items. 

2. Prepares and maintains spreadsheets/databases including as relates to department budget. Processes contracts and proposals as appropriate, including entering them into the vendor management system. Facilitates processing of purchase orders and payment of invoices for vendors in coordination with Accounts Payable. 

3. Manages executive calendars, scheduling appointments as appropriate, organizing programs, coordinating participation in events and/or conferences, and issuing information and invitations. Makes travel arrangements, reconciles and completes expense reports, as necessary. Works closely and effectively with Investment Strategies executives to keep them well informed of upcoming commitments and responsibilities, following up appropriately.  Works effectively under executive directives, as well as autonomously. Proactively offers solutions and options. 

4. Interacts with all levels within the organization, including Executive Assistants to Executive Leadership, Executive Leadership including the CFO, Chief of Staff to the Tribal Council, Deputy Chiefs of Staff for Tribal Leadership, senior executives and department heads, Tribal Citizens, and professional and support staff and others. 

5. Coordinates with Information Technology to facilitate processing of Team hardware and software needs, with enterprise procurement on other Team supplies and required materials to support Investment activity and meetings. 

6. Prepares meeting packages by printing, copying and collating action items and support materials, as necessary, coordinating in-person presentations and uploading the documents for electronic presentation including use of a board portal. 

7. Organizes and maintains department files and other confidential records and databases through document retention systems.  

Education/Experience/Qualifications 

  • Associate’s degree in a related field is required.  

  • Bachelor’s degree preferred. Degree in a related field is preferred. 

  • Minimum five (5) years equivalent experience is required. 

  • Related, relevant, and/or direct experience may be considered in lieu of minimum educational requirements indicated above. 

  • Advanced to expert proficiency in the Microsoft suite is required.   

  • Must possess good written communication skills and writes in both an informational and persuasive manner. 

Certificates/Licenses/Registrations

  • At the discretion of the San Manuel Tribal Gaming Commission you may be required to obtain and maintain a gaming license. 

  • Must have a current valid California Driver’s License with a clean driving record. 

San Manuel Band of Mission Indians and San Manuel Casino will make reasonable accommodations in compliance with the Americans with the applicable law. 

As one of the largest private employers in the Inland Empire, San Manuel deeply cares about the future, growth and well-being of its employees. Join our team today

Source: Hospitality Online

  • Executive Assistant, Investment Strategies

    3 weeks ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Under the direction of the Chief Investment Officer, the Executive Assistant is responsible for providing high-level administrative and professional support to the Investment Strategies department. The position enhances office effectiveness, utilizing excellent communication and time management skills and through the execution of a variety of complex...

  • Investment Strategies Director

    1 month ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Based in Irvine California, under the direction of the Chief Investment Officer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain...

  • Investment Strategies Director

    1 month ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Based in Irvine California, under the direction of the Chief Investment Officer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain...

  • Investment Strategies Director

    5 days ago

    Highland, United States San Manuel Indian Bingo & Casino Full time

    Based in Irvine California, under the direction of the Chief InvestmentOfficer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain...

  • Investment Strategies Director

    1 month ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Based in Irvine California, under the direction of the Chief Investment Officer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain...

  • Investment Operations Analyst

    1 month ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Under the direction of the Chief Investment Officer, the Investment Operations Analyst in collaboration with the Investment Operations Associate, is responsible for the operations and administrative elements of the investments for the San Manuel Band of Mission Indians (SMBMI) Sovereign Wealth Fund. The work involves activities such as coordinating with the...

  • Investment Operations Analyst

    2 months ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Under the direction of the Chief Investment Officer, the Investment Operations Analyst in collaboration with the Investment Operations Associate, is responsible for the operations and administrative elements of the investments for the San Manuel Band of Mission Indians (SMBMI) Sovereign Wealth Fund. The work involves activities such as coordinating with the...

  • Investment Operations Associate

    3 days ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Under the direction of the Chief Investment Officer, the Investment Operations and Administration Associate manages the operations and administrative elements of the investments in the San Manuel Band of Mission Indians (SMBMI) Sovereign Wealth Fund. The work involves activities such as coordinating with the Fund custodian and Tribal Finance, facilitating...

  • Investment Operations Associate

    7 days ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Under the direction of the Chief Investment Officer, the Investment Operations and Administration Associate manages the operations and administrative elements of the investments in the San Manuel Band of Mission Indians (SMBMI) Sovereign Wealth Fund. The work involves activities such as coordinating with the Fund custodian and Tribal Finance, facilitating...

  • Executive Assistant HR

    1 month ago

    Highland, United States San Manuel Band of Mission Indians Full time

    The Executive Assistant provides high-level administrative and professional support to the HR executive team to enhance the effectiveness of these executives by executing a variety of complex administrative duties requiring sensitivity and discretion. The Executive Assistant is a seasoned professional who maintains poise in fast-paced situations and is...

  • Executive Assistant HR

    1 month ago

    Highland, United States San Manuel Band of Mission Indians Full time

    The Executive Assistant provides high-level administrative and professional support to the HR executive team to enhance the effectiveness of these executives by executing a variety of complex administrative duties requiring sensitivity and discretion. The Executive Assistant is a seasoned professional who maintains poise in fast-paced situations and is...

  • Executive Assistant HR

    4 weeks ago

    Highland, United States San Manuel Band of Mission Indians Full time

    The Executive Assistant provides high-level administrative and professional support to the HR executive team to enhance the effectiveness of these executives by executing a variety of complex administrative duties requiring sensitivity and discretion. The Executive Assistant is a seasoned professional who maintains poise in fast-paced situations and is...

  • Executive Assistant, Education

    1 week ago

    Highland, United States SAN MANUEL INDIAN BINGO & CASINO Full time

    Under the direction of the Vice President, the Executive Assistant performs highly responsible administrative duties that are confidential, technical, complex, and varied in nature providing overall support to the Vice President and Education Board. The Executive Assistant coordinates and provides communication and information to external partners, the...

  • Executive Assistant, Education

    2 weeks ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Under the direction of the Vice President, the Executive Assistant performs highly responsible administrative duties that are confidential, technical, complex, and varied in nature providing overall support to the Vice President and Education Board. The Executive Assistant coordinates and provides communication and information to external partners, the...

  • Executive Assistant, Education

    2 weeks ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Under the direction of the Vice President, the Executive Assistant performs highly responsible administrative duties that are confidential, technical, complex, and varied in nature providing overall support to the Vice President and Education Board. The Executive Assistant coordinates and provides communication and information to external partners, the...

  • Assistant Executive Pastry Chef

    2 days ago

    Highland, United States Yaamava’ Resort & Casino at San Manuel Full time

    Under the direction of the Executive Pastry Chef, the Assistant Executive Pastry Chef will direct, assist, and train all sous chefs, lead bakers, and bakers in the production and preparation of baked products, baking methods, and ingredients as set by Food & Beverage/Culinary Management teams. The assistant executive pastry chef is responsible for the...

  • Assistant Executive Pastry Chef

    4 days ago

    Highland, United States Yaamava' Resort & Casino at San Manuel Full time

    Under the direction of the Executive Pastry Chef, the Assistant Executive Pastry Chef will direct, assist, and train all sous chefs, lead bakers, and bakers in the production and preparation of baked products, baking methods, and ingredients as set by Food & Beverage/Culinary Management teams. The assistant executive pastry chef is responsible for the...

  • Merchandising Strategy Manager

    4 days ago

    Highland Park, United States Blick Art Materials Full time

    Your Role...The Merchandising Strategy Manager reports to the Director of Merchandising and will be responsible for working directly with Merchandising, Marketing, Operations and Store teams on all product initiations for marketing, product promotions, vendor co-op and category strategies to drive growth and profitability through thoughtful planning and...

  • Merchandising Strategy Manager

    4 days ago

    Highland Park, United States Blick Art Materials Full time

    Your Role...The Merchandising Strategy Manager reports to the Director of Merchandising and will be responsible for working directly with Merchandising, Marketing, Operations and Store teams on all product initiations for marketing, product promotions, vendor co-op and category strategies to drive growth and profitability through thoughtful planning and...

  • Strategic Sourcing Specialist

    2 weeks ago

    Highland, United States GVW Parts Full time

    Do you want to be a Strategic Sourcing Specialist at Autocar Parts, LLC.? Can you be comfortable being uncomfortable? Are you fine with always speaking your mind? Can you lead, execute, and stay focused despite many distractions, and do the work yourself if needed? At Autocar Parts, we fight for the customer’s needs. We invest in and grow businesses that...