🛠 Tech Stack

💼 About This Role

You'll support portfolio managers and research analysts by managing calendars, travel, and expenses while identifying workflow optimizations. Your impact includes enabling investment teams to focus on research through seamless administrative coordination. This role offers exposure to the investment process at a leading asset management firm.

🎯 What You'll Do

• Manage calendars, conference calls, and travel arrangements
• Process expense reports and coordinate meetings
• Participate in research process and data aggregation
• Build relationships with brokers for corporate access

📋 Requirements

• Administrative assistant experience in investment management
• Multitasking and meticulous attention to detail
• Proficient in Microsoft Outlook, Excel, and Word

✨ Nice to Have

• Experience supporting portfolio managers
• Knowledge of compliance processes

🎁 Benefits & Perks

• 🏖️ Healthcare benefits
• 👪 Generous parental and family leave
• 🧘 Mental and physical wellness programs
• 🎓 Tuition assistance
• 💰 Competitive retirement program

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Team fit interview· 45 min