Investment Team Coordinator

1 month ago


New York, United States North Bridge Staffing Group Full time

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



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