Investment Team Coordinator
3 weeks ago
Job Summary
We are seeking a highly organized and detail-oriented Investment Team Coordinator to provide administrative support to our Portfolio Managers and analyst teams.
Key Responsibilities
- Manage calendars, travel arrangements, and expenses for Portfolio Managers and analyst teams.
- Create custom reports and calendar updates for investment team members.
- Monitor and track non-deal roadshows, conference meetings, events, analyst days, and earnings calls.
- Track company earnings dates and schedule follow-up calls.
- Maintain records of key contacts, including brokers, sell-side analysts, sales teams, investor relations, and others.
- Coordinate corporate access, sell-side analyst meetings, management calls, and expert calls.
- Organize logistics for corporate access and sell-side meetings.
- Assist the Broker Relations team with ad hoc requests, including broker subscriptions and resources.
- Request and confirm conference meetings in coordination with the Broker Relations team.
- Review daily and weekly calendars to ensure preparedness for upcoming meetings and resolve scheduling conflicts as needed.
- Process expense reports accurately and promptly.
- Handle business travel logistics and visa processing.
- Work with the Compliance team to ensure adherence to company policies.
- Support document management related to financial models, transcriptions, and company presentations.
- Anticipate and address logistical needs of the investment team to resolve any action items swiftly.
Requirements
- Highly organized, resourceful, and detail-oriented.
- Ability to thrive in a fast-paced environment.
- Flexible and able to adapt to changing priorities.
- Bachelor's degree required.
- Proficiency in Microsoft Outlook, Word, PowerPoint, and Excel.
- Familiarity with Concur is a plus.
In accordance with the NYS Pay Transparency Law, the base salary range for this position is $100,000-$110,000/year.
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