Investment Management Assistant
3 weeks ago
About the Role:
We are seeking a highly organized and self-directed Executive Assistant to support our Investor & Consultant Relations team with a broad range of administrative tasks and secretarial support.
This individual will serve as the main point of contact for our Investor & Consultant Relations teammates and will help build a professional and welcoming environment.
Key Responsibilities:
- Update and maintain calendars for Account Managers within the Investor & Consultant Relations team, 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.
Preferred Qualifications:
- B.S/B.A or equivalent experience.
- 5-8 Years of administrative experience in Investment Management or Financial Services preferred.
About HarbourVest:
HarbourVest is a global private equity firm that has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners.
We continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
Our collegial environment is marked by low turnover and high energy, where you'll be inspired to grow and thrive.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees.
Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.
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