Provide administrative assistance to investment professionals, including portfolio managers research analysts and members of our Investment Services team.
Manage calendars and conference calls, make appointments, book conference rooms, and organize meetings
Coordinate domestic and international travel arrangements
Create and process expense reports
Manage phone coverage for team and set up conference calls as needed
Engage with external parties to arrange events and meetings
Strategically partner with investment team(s) to help alleviate workload and create efficiencies
Perform personal assistant functions (scheduling, reservations etc.) if required
Follow internal policies and due processes such as compliance approvals
What’s required
4-6 years of administrative or executive assistance experience in the financial services industry with the ability to work in a fast-...