Investment Team Coordinator

What You’ll Do:

• Provide day-to-day administrative support to Portfolio Managers (PMs) and analyst teams, including managing calendars, travel arrangements, expenses, and other miscellaneous tasks.
• Create custom reports and calendar updates for investment team members.
• Monitor and track non-deal roadshows, conference meetings, events, analyst days, and earnings calls.
• Track company earnings dates and schedule follow-up calls.
• Maintain records of key contacts, including brokers, sell-side analysts, sales teams, investor relations, and others.
• Coordinate corporate access, sell-side analyst meetings, management calls, and expert calls.
• Organize logistics for corporate access and sell-side meetings.
• Assist the Broker Relations team with ad hoc requests, including broker subscriptions and resources.
• Request and confirm conference meetings in coordination with the Broker Relations team.
• Review daily and weekly calendars to ensure preparedness for upcoming meetings and resolve scheduling conflicts as needed.
• Process expense reports accurately and promptly.
• Handle business travel logistics and visa processing.
• Work with the Compliance team to ensure adherence to company policies.
• Support document management related to financial models, transcriptions, and company presentations.
• Anticipate and address logistical needs of the investment team to resolve any action items swiftly.
• Perform additional duties as required.

Qualifications:

• Highly organized, resourceful, and detail-oriented.
• Ability to thrive in a fast-paced environment.
• Flexible and able to adapt to changing priorities.
• Bachelor’s degree required.
• Proficiency in Microsoft Outlook, Word, PowerPoint, and Excel.
• Familiarity with Concur is a plus.

In accordance with the NYS Pay Transparency Law, the base salary range for this position is $100,000-$110,000/year.