Principal Responsibilities:
- Partners with assigned investment professional to perform a variety of specialized duties, which may be complex in nature. Understands their business needs; works proactively to meet those needs while following department procedures and guidelines.
- Comprehends the companies and industries being followed by assigned investment personnel and independently works to streamline and minimize administrative burden on the investment professional.
- Understands and masters all department systems, databases, and research tools to ensure smooth and efficient department operations.
- Gathers research/data for presentation material, organizes travel for company visits, conferences and marketing trips and processes expense requests in a timely manner.
- Collaborates with the senior office associate to assist with administrative procedures and performs a variety of specialized duties which can be confidential in nature and require knowledge or understanding of department operations.
- Ensures external and internal communication, documents and materials are accurate and error free.
- Consistently looks for ways to improve various department processes and procedures to ensure efficiency.
- Performs additional responsibilities as requested.
Qualifications:
- Bachelor’s Degree in any discipline
- Minimum five years administrative experience, preferable in the Financial Services Industry but not limited.
- Corporate Access (Planning and arranging Conference /Bespoke trips) would be good to have.
- Meticulous, an enthusiastic problem-solver, exercises good time-management with excellent calendar management skills.
- Excellent interpersonal, communication and analytical skills.
- Able to multi-task and is flexible to change priorities as needed to attend to more urgent and important tasks.
- An initiator who can work independently at the same time collaborates well with the team.
- Advanced computer skills including Microsoft Outlook and Word, Excel, Power Point, & Access (SharePoint).
- Experience with travel (Flights, hotels, train, and rental car, etc.) and expense management (Concur system), video conferencing equipment (Zoom, TEAMS, Webinar, etc).
Interested Applicants, please email your resume to [email protected] (R1441955), stating the position as the subject title in the email. All Applications will be handled with strict confidentiality.
