Investment Team Coordinator

3 weeks ago


New York, New York, United States North Bridge Staffing Group Full time

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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