Investment Relations Coordinator

3 weeks ago


Boston, Massachusetts, United States Harbourvest Full time

We are seeking a highly organized and self-directed Executive Assistant to support our Investor & Consultant Relations team. The ideal candidate will be able to balance multiple responsibilities, prioritize effectively, and communicate professionally with colleagues of all levels.

Key Responsibilities:
  • Update and maintain calendars for Account Managers, including management of calendar conflicts and calibration.
  • Book travel arrangements, supervise last minute changes as needed, add travel details to calendars, and build itineraries.
  • Prepare expense reports in a timely manner and partner with other Executive Administrative staff to align expenses incurred for travel with colleagues.
  • Schedule meetings, conference calls and book conference rooms as necessary.
  • Respond to email and phone inquiries in a timely manner, fielding requests and questions from a wide variety of internal and external constituents.
  • Become adept in using sales technology to prepare meeting materials and log client updates and communications.
  • Compose documents, communications and presentation materials.
  • Manage bi-weekly Consultant Relations team meeting agenda.
  • Provide coverage for other Investor Relations EAs as requested.
Requirements:
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office Suite (Outlook, Teams, Word, Excel, PowerPoint).
  • Excellent organization and time management skills.
  • Demonstrated ability in coordinating travel.
  • Strong attention to detail.
  • Prior experience with CRM and marketing tools (e.g. Salesforce, Seismic) preferred but not required.
Education and Experience:
  • B.S/B.A or equivalent experience.
  • 5-8 Years of administrative experience in Investment Management or Financial Services preferred.


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