Investment Team Coordinator

Position: Investment Team Coordinator 

Values / Environment:

Our client’s long-term success for both investors and colleagues is rooted in respect for and the cultivation of exceptional human talent. Their team and well-tested market system are built on the following core values:

• Independent Thinking: Encourages questioning conventional thought to find innovative and insightful solutions.
• Collaborative Idea Generation: Ensures decisions are made by weighing competing solutions through the best minds in the team.
• Respect for the Individual: Fosters an environment of listening, courtesy, and consideration to create a respectful workplace culture.

What You’ll Do:

• Provide daily support to Portfolio Managers (PM) and analyst teams, including managing calendars, travel arrangements, expenses, and any miscellaneous tasks.
• Create custom reports and calendar updates for investment team members.
• Track upcoming non-deal roadshows, conference meetings, events, analyst days, and earnings calls.
• Monitor company earnings dates and schedule post-earnings calls.
• Maintain key contacts across brokers, sell-side analysts, sales, and investor relations lists.
• Coordinate corporate access meetings, sell-side analyst meetings, management calls, and expert calls.
• Arrange and execute sell-side meetings and corporate access events.
• Handle ad hoc requests for the Broker Relations team, such as broker subscriptions and other resourcing needs.
• Request and confirm conference meetings with the Broker Relations team.
• Review calendars daily and weekly, ensuring the team is prepared for meetings, addressing any scheduling conflicts or prioritization.
• Process timely and accurate expense reports.
• Manage business travel logistics and handle visa processing as needed.
• Collaborate with the Compliance team to ensure adherence to firm policies.
• Provide support for document management, including financial models, transcriptions, and company presentations.
• Anticipate and address miscellaneous logistical needs of the investment team, quickly resolving any action items that arise.
• Perform other duties as required by our client.

Qualifications:

• Highly organized and resourceful, with keen attention to detail.
• Ability to thrive in a fast-paced environment and adapt to changing priorities.
• Possess a bachelor’s degree.
• Proficient in Microsoft Outlook and Word.