Investment Operations Coordinator

3 weeks ago


New York, New York, United States North Bridge Staffing Full time
Job Summary:

North Bridge Staffing is seeking a highly organized and detail-oriented Investment Team Coordinator to support the daily operations of our client's Portfolio Managers and analysts. This hybrid role requires someone who thrives in a fast-paced environment, anticipates needs, and ensures everything runs smoothly across calendars, travel, and events.

Key Responsibilities:

Team Support:
Provide administrative support to 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.

Requirements:

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.

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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