A well-established, multi-billion-dollar asset management firm is seeking an Investment Team Coordinator to provide dedicated support to their Portfolio Manager and analyst teams. This is a highly organized, fast-paced role that sits at the heart of the investment team's daily operations, requiring someone who is proactive, detail-oriented, and comfortable navigating a sophisticated financial environment.
About the Role
This person will serve as the operational backbone for the investment team, managing calendars, travel, expenses, and a wide range of logistical and administrative needs. Beyond traditional EA-style support, the role has a distinct investment focus, requiring the ability to track market-related events, manage broker and sell-side relationships, and coordinate corporate access activities with precision and timeliness.
Key Responsibilities
- Provide comprehensive day-to-day administrative support to Portfolio Managers and analysts, including calendar management, travel logistics, expense reporting, and visa processing
- Review individual team calendars daily and weekly to flag conflicts, prioritize meetings, and ensure the team is prepared for the day ahead
- Track upcoming non-deal roadshows, conference meetings, analyst days, earnings calls, and other investment-related events
- Track company earnings dates and coordinate post-earnings calls accordingly
- Maintain and update key contact lists across brokers, sell-side analysts, sales teams, and Investor Relations contacts
- Schedule and execute corporate access meetings, sell-side analyst meetings, management calls, and expert calls
- Coordinate conference meeting requests and confirm schedules with the Broker Relations team
- Handle ad hoc requests for the Broker Relations team including broker subscriptions and resource management
- Support document management related to financial models, transcriptions, and company presentations
- Work with Compliance to ensure adherence to firm policies
- Anticipate the logistical needs of the investment team and act quickly to resolve outstanding action items
Ideal Candidate
- Minimum 2 years of Administrative Assistance experience required and an interest in or exposure to financial services is a strong plus.
The ideal candidate is highly organized, resourceful, and thrives in a fast-paced environment where priorities can shift quickly. They bring a bachelor's degree, strong proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel), and ideally some familiarity with Concur.
