Investment Team Coordinator
1 month ago
Location: New York, NY (Hybrid – 4 days onsite per week)
Are you an organized, proactive professional looking to support a high-energy investment team? We're hiring an Investment Team Coordinator to play a key role in managing the daily operations of our client's Portfolio Managers and analysts. This hybrid role, based in New York, requires someone who thrives in a fast-paced environment, anticipates needs, and ensures everything runs smoothly across calendars, travel, and events.
What You’ll Be Doing:
- Team Support: Serve as the go-to resource for Portfolio Managers and analysts, handling their schedules, travel, and ad-hoc tasks.
- Calendar & Reporting Management: Create custom calendar updates and reports for internal teams to stay on top of meetings, conferences, and market events.
- Event Coordination: Organize non-deal roadshows, analyst meetings, conference sessions, and earnings calls, ensuring smooth execution.
- Broker Relations: Track key contacts (brokers, sell-side analysts, and investor relations) and manage broker subscriptions and other resourcing needs.
- Meeting Logistics: Coordinate meetings with corporate executives, analysts, and industry experts; confirm schedules with the Broker Relations team.
- Expense & Travel Management: Process timely expense reports and manage all travel logistics, including visa arrangements.
- Compliance & Document Management: Collaborate with Compliance to ensure all processes align with company policies and support document management (e.g., financial models and company presentations).
- Daily Prioritization: Review calendars daily and resolve scheduling conflicts to keep the team on track and focused.
- Ad Hoc Requests: Jump in as needed to address time-sensitive tasks and ensure smooth day-to-day operations.
What We’re Looking For:
- Organized & Detail-Oriented: You excel at managing multiple priorities without missing a beat.
- Problem-Solver: Comfortable in high-pressure environments and quick to adapt when priorities shift.
- Tech-Savvy: Proficient with Microsoft Outlook, Word, PowerPoint, and Excel; familiarity with Concur is a plus.
- Bachelor’s Degree Required
- Strong Communication Skills: Confident interacting with colleagues and external stakeholders to ensure seamless coordination.
Compensation: Up to $100-$110k, based on experience
-
Investment Team Coordinator
1 month ago
New York, United States North Bridge Staffing Group Full timeMy 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,...
-
Investment Specialist
3 weeks ago
New York, United States Asian Infrastructure Investment Bank Full timeInvestment Specialist / Senior Investment Specialist - Infrastructure The Multilateral Cooperation Center for Development Finance (MCDF) is an initiative designed to promote high-quality connectivity and infrastructure investments in developing countries through partnerships. MCDF works in the transport, energy, ICT and cross-border water management sectors....
-
Investment Specialist
3 weeks ago
New York, United States Asian Infrastructure Investment Bank Full timeInvestment Specialist / Senior Investment Specialist - Infrastructure The Multilateral Cooperation Center for Development Finance (MCDF) is an initiative designed to promote high-quality connectivity and infrastructure investments in developing countries through partnerships. MCDF works in the transport, energy, ICT and cross-border water management sectors....
-
Investment Specialist
1 week ago
New York, United States Asian Infrastructure Investment Bank Full timeInvestment Specialist / Senior Investment Specialist - Infrastructure The Multilateral Cooperation Center for Development Finance (MCDF) is an initiative designed to promote high-quality connectivity and infrastructure investments in developing countries through partnerships. MCDF works in the transport, energy, ICT, and cross-border water management...
-
Investment Specialist
1 week ago
New York, United States Asian Infrastructure Investment Bank Full timeInvestment Specialist / Senior Investment Specialist - Infrastructure The Multilateral Cooperation Center for Development Finance (MCDF) is an initiative designed to promote high-quality connectivity and infrastructure investments in developing countries through partnerships. MCDF works in the transport, energy, ICT, and cross-border water management...
-
Investment Analyst
4 weeks ago
New York, United States G2 Investment Partners Full timeG2 Investment Partners G2 is an opportunistic long-short equity strategy focused on small-mid cap stocks with market caps that generally range from $150mm - $2bn at the time of investment. G2 is managed by Josh Goldberg. In our opinion, our unique defined research process, which incorporates a combination of quantitative screens and rigorous fundamental...
-
Investment Analyst
4 months ago
New York, United States G2 Investment Partners Full timeG2 Investment Partners G2 is an opportunistic long-short equity strategy focused on small-mid cap stocks with market caps that generally range from $150mm - $2bn at the time of investment. G2 is managed by Josh Goldberg. In our opinion, our unique defined research process, which incorporates a combination of quantitative screens and rigorous fundamental...
-
Investment Analyst
1 month ago
new york city, United States G2 Investment Partners Full timeG2 Investment Partners G2 is an opportunistic long-short equity strategy focused on small-mid cap stocks with market caps that generally range from $150mm - $2bn at the time of investment. G2 is managed by Josh Goldberg. In our opinion, our unique defined research process, which incorporates a combination of quantitative screens and rigorous fundamental...
-
Investment Analyst
1 month ago
new york city, United States G2 Investment Partners Full timeG2 Investment Partners G2 is an opportunistic long-short equity strategy focused on small-mid cap stocks with market caps that generally range from $150mm - $2bn at the time of investment. G2 is managed by Josh Goldberg. In our opinion, our unique defined research process, which incorporates a combination of quantitative screens and rigorous fundamental...
-
Team/Personal Assistant to Head of Investments
3 weeks ago
New York, United States Deutsche Bank Full timeJob Description: Employer: DWS Group Title: Team/Personal Assistant to Head of Investments Location: New York Job Code: #LI-SL1 #LI-01 About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join...
-
Executive Assistant – Investment Team
3 weeks ago
New York, United States Career Group Full timeExecutive Assistant – Investment Team A growing private equity firm with a collaborative culture is hiring for an Executive Assistant to support a small team of professionals - this is an addition to staff as they continue to hire and will work with other EAs in the office. Salary commensurate with experience: $125-140k base range + discretionary bonus...
-
(Senior) Investment Solutions Specialist
3 weeks ago
New York, United States Asian Infrastructure Investment Bank Full time(Senior) Investment Solutions Specialist - multi-sectors The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We...
-
(Senior) Investment Solutions Specialist
4 weeks ago
New York, United States Asian Infrastructure Investment Bank Full time(Senior) Investment Solutions Specialist - multi-sectors The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We...
-
Investment Analyst
4 weeks ago
New York, United States PRONGHORN Full timeKey Responsibilities: Evaluate potential investments related to our industry through due diligence, market research and competitive analysis; Research and identify trends for companies and financing and analyze product and competitive dynamics. Actively meet companies through various channels such as online research, networking events and referrals from...
-
Investment Portfolio Manager
2 weeks ago
New York, New York, United States Citigroup Inc Full timePortfolio Management RoleCitigroup Inc is seeking an experienced Portfolio Manager to join our team of investment professionals. This role is responsible for the daily management of Citigroup client separately managed account (SMA) portfolios and contributes to the investment team's capabilities.Key Responsibilities:Daily management of assigned fixed income...
-
Lead Investment Accountant
4 weeks ago
New York, New York, United States Mutual of America Full timeJob Title: Lead Investment AccountantMutual of America Financial Group is seeking an experienced Lead Investment Accountant to join our team in New York, NY. As a key member of our investment accounting department, you will be responsible for ensuring the timely and accurate reporting and analysis related to investment accounting for the General Account of...
-
Investment Accountant
4 weeks ago
New York, United States Tripoint Search Full timeLocation: New York, New York Type: Direct Hire Job #818 Salary: $80,000 POSITION: Investment AccountantCOMPANY: Global, Highly Rated Law Firm LOCATION: New York, NY | Washington, DC THE ORGANIZATION: Top-Ranked Law Firm BENEFITS: Base salary commensurate with experience; plus competitive bonus structure, competitive paid time off, 401K with above...
-
Investment Banking Associate
4 weeks ago
New York, New York, United States Cantor Fitzgerald Full timeJob Title: Financial Institutions Group (FIG) Investment Banking AssociateAt Cantor Fitzgerald, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team-oriented, and have a real desire to make an impact.The Financial Institutions Group (FIG) of Cantor Fitzgerald is seeking highly motivated, successful...
-
Investment Associate
4 weeks ago
New York, New York, United States J Harlan Group, LLC Full timeInvestment Associate Job DescriptionJ Harlan Group, LLC is seeking an experienced Investment Associate to join their team. As an Investment Associate, you will play a key role in evaluating and executing investments within various asset classes and across the capital structure.Key Responsibilities:Financial Modeling: Develop and maintain complex financial...
-
Investment Associate
2 months ago
New York, United States Stellar Management Full timeThe Investment Associate will have the opportunity to work on multifamily, office, and retail real estate equity and debt investments, primarily in New York City (and opportunistically, outside of New York City). The Associate will play a crucial role with respect to deal underwriting, due diligence, asset management / execution of business plans, capital...