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Investment Administrative Assistant Jobs

Administrative Assistant, Investment Banking
By D.A. Davidson At , Chicago $31.25 - $36.00 an hour
General office management, including ordering supplies, handling maintenance calls, and greeting visitors;
Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.;
Internal document management and distribution of confidential client information as part of client engagement process;
Excellent organizational skills and the ability to work under pressure with diverse workloads.
Strong written and verbal communications skills, strong interpersonal skills.
Strong working knowledge of MS Office, specifically Word, Excel and PowerPoint.
Administrative Assistant, Investment Banking
By D.A. Davidson At , Chicago, Il $28.85 - $31.25 an hour
General office management, including ordering supplies, handling maintenance calls, and greeting visitors;
Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.;
Internal document management and distribution of confidential client information as part of client engagement process;
Excellent organizational skills and the ability to work under pressure with diverse workloads.
Strong written and verbal communications skills, strong interpersonal skills.
Strong working knowledge of MS Office, specifically Word, Excel and PowerPoint.
Research Assistant (Administrative And Investment Analysis)
By Mission Staffing At New York City Metropolitan Area, United States
Excellent organizational and time management abilities, with the capacity to handle multiple tasks simultaneously and meet deadlines.
Prior experience in an administrative role and exposure to investment analysis or finance is preferred.
Collaborate with portfolio managers and analysts to assess the viability and potential returns of proposed investments.
Bachelor's degree in finance, economics, or a related field.
Strong analytical and problem-solving skills, with the ability to conduct detailed financial analysis and interpret complex data.
At least two years of experience as a Research Assistant from a competing fund
Assistant, Video Investment Jobs
By Horizon Media At New York, United States
75% - Media Schedule and data management
Develop and maintain knowledge and understanding of industry trends and new technologies that affect the buying discipline
Hungry to learn more and further your knowledge of the media landscape
Detail oriented with strong organizational skills
An effective time manager, comfortable working with multiple timelines and deliverables
Bachelor’s degree in Business, Communications, Marketing or related experience
Sr Administrative Assistant - Cbre Investment Management
By CBRE Investment Management At Dallas, TX, United States
Types, formats, and produces documents such as proposals, presentations, correspondence, and standard reports.
May perform administrative duties specific to department such as, conducting research, updating databases, and preparing collateral materials for mass mailings.
Completes expense reports and handles reconciliation of receipts for a designated work group.
Responsible for opening, sorting, prioritizing and distributing inbound mail.
Administrative Assistant – Global Investment Banking Firm - Up To $150K Doe
By Career Group At San Francisco, CA, United States
Handling expenses, budget management, and other financials
Minimum 5-10 years’ experience in administrative support; finance experience required
Experience in handling confidential information with discretion and professionalism
Excellent written and verbal communication skills
Managing heavy calendars for executives with great attention to detail
Coordinating heavy domestic and international travel with itineraries
Administrative Assistant – Global Investment Banking Firm - $110K + $120Kbonus
By Career Group At San Francisco, CA, United States
Handling expenses, budget management, and other financials
Minimum 5-10 years’ experience in administrative support; finance experience required
Experience in handling confidential information with discretion and professionalism
Excellent written and verbal communication skills
Managing heavy calendars for executives with great attention to detail
Coordinating heavy domestic and international travel with itineraries
Administrative Assistant - Investment Bank
By Professional Staffing Group At Austin, TX, United States
Must possess strong written and verbal communication skills, including exceptional telephone management and the ability to write emails.
Coordinating travel arrangements, both domestic and international, through the company's travel agency with the help of the assigned managers.
Monitoring multiple calendars, and notifying managers as meetings occur according to their preferences.
2+ years of previous administrative experience supporting multiple executives.
Intermediate to advanced working knowledge of MS Word, Excel, and Outlook, Zoom required.
Preparing and processing monthly detailed expense reports through the Concur system.
Administrative Assistant - Investment & Corporate Banking
By Mizuho Americas At , New York, Ny $68,000 - $90,000 a year
Time management and multitasking skills required
Support senior management and the respective team
Coordinate communications among management of Banking Division
Assist in other administrative support tasks as assigned by management
Manage travel & entertainment arrangement domestically and internationally
Manage conference room reservations and dial in number reservations
Administrative Assistant – Global Investment Banking Firm - $110K + Bonus
By Career Group At San Francisco, CA, United States
Handling expenses, budget management, and other financials
Minimum 5-10 years’ experience in administrative support; finance experience required
Experience in handling confidential information with discretion and professionalism
Excellent written and verbal communication skills
Managing heavy calendars for executives with great attention to detail
Coordinating heavy domestic and international travel with itineraries
Administrative Assistant - Investment Banking Technology
By Jefferies At San Francisco, CA, United States
5 plus years of experience working in Investment Banking.
Strong written and verbal skills.
Supporting Investment bankers from junior to senior level.
Maintain executives' calendar, schedule all meetings and conference calls, handle meeting conflicts and prioritization issues.
Prepare and submit all expense reports.
Coordinate travel both domestic and international.
Investment Banking Administrative Assistant
By Oppenheimer & Co. Inc. At New York, NY, United States
Calendar management and coordination of meetings, including travel arrangements
Experience as administrative assistant in a corporate environment, ideally within financial services industry
Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
Able to multi-task and manage several calendars
Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
Preparation and tracking of expense reports and reimbursements
Administrative Assistant - Investment Firm
By Fourth Floor At Dallas-Fort Worth Metroplex, United States
Strong attention to detail and excellent time management skills.
Strong previous experience supporting an executive team in a fast-moving, corporate environment
Managing busy executive schedules and calendars
Directing incoming calls and correspondence
Drafting correspondence and producing meeting materials and presentations
Processing expense reports and internal documents
Investment Assistant / Executive Assistant - Billion-Dollar Global Investment Firm
By Solomon Page At New York, NY, United States
Minimum 5+ years of applicable high-level administrative experience working in financial services (required).
Support experience within a team environment preferred.
Strong interpersonal and communication skills (both verbal and written).
Provide high-level administrative support for up to 4 investment professionals; act as gatekeeper.
Screen and answer incoming phone calls, respond to emails, and discern which information and callers get through to the investment professionals.
Draft, type, and edit emails and correspondence.
Administrative Assistant - Global Investment Banking
By RBC Capital Markets At New York, NY, United States
Prepare, track and manage expense reports via expense reporting system – this is a high priority
At least 2 years of experience, administrative experience preferred but not required
Ability to prioritize and manage multiple tasks and projects
Demonstrated computer skills, with an emphasis on MS office (Word, Excel and PowerPoint)
Strong oral and written communication skills
Excellent interpersonal skills with the ability to establish and maintain strong working relationships at all organizational levels
Administrative Assistant - Global Investment Banking
By Royal Bank of Canada At , New York, 10281, Ny
Prepare, track and manage expense reports via expense reporting system – this is a high priority
At least 2 years of experience, administrative experience preferred but not required
Ability to prioritize and manage multiple tasks and projects
Demonstrated computer skills, with an emphasis on MS office (Word, Excel and PowerPoint)
Strong oral and written communication skills
Excellent interpersonal skills with the ability to establish and maintain strong working relationships at all organizational levels

Are you looking for an exciting opportunity to use your administrative skills to help drive investments? We are looking for an Investment Administrative Assistant to join our team and help us manage our investments. You will be responsible for providing administrative support to our investment team, including preparing documents, tracking investments, and providing customer service. If you are a detail-oriented individual with excellent organizational skills, this could be the perfect job for you!

Overview The Investment Administrative Assistant is responsible for providing administrative support to the Investment team. This includes providing administrative assistance to the Investment team, managing the investment portfolio, and providing customer service to clients. Detailed Job Description

The Investment Administrative Assistant is responsible for providing administrative support to the Investment team. This includes providing administrative assistance to the Investment team, managing the investment portfolio, and providing customer service to clients. The Investment Administrative Assistant will be responsible for the following duties:

• Manage the investment portfolio, including tracking investments, monitoring performance, and making recommendations for changes.
• Prepare reports and presentations for the Investment team.
• Assist with the preparation of investment proposals and presentations.
• Maintain client records and ensure accuracy of data.
• Provide customer service to clients, including answering questions and resolving issues.
• Assist with the preparation of financial statements and other documents.
• Assist with the preparation of investment reports and presentations.
• Assist with the preparation of regulatory filings.
• Assist with the preparation of investment proposals and presentations.
• Assist with the preparation of investment research.
• Assist with the preparation of investment strategies.
Job Skills Required
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Excellent organizational and communication skills.
• Ability to work independently and as part of a team.
• Ability to manage multiple tasks and prioritize work.
• Proficiency in Microsoft Office Suite.
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field.
• At least two years of experience in an administrative role.
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Excellent organizational and communication skills.
Job Knowledge
• Knowledge of investment principles and practices.
• Knowledge of financial markets and instruments.
• Knowledge of financial analysis and portfolio management.
• Knowledge of regulatory requirements.
Job Experience
• At least two years of experience in an administrative role.
• Experience in the financial services industry.
Job Responsibilities
• Manage the investment portfolio, including tracking investments, monitoring performance, and making recommendations for changes.
• Prepare reports and presentations for the Investment team.
• Assist with the preparation of investment proposals and presentations.
• Maintain client records