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Investment Administrative Assistant Jobs in New York

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
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
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
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