Investment Banking Administrative Assistant Jobs

Heavy calendar management and scheduling

Schedule: Hybrid work schedule, working both from home and in the office a few days per week.

Acting as gatekeeper to executives and C-Suite and above IN banking

Supporting multiple executives and providing administrative support as needed.

Assist with various reporting requests.

Reporting functions using all MS Office programs

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.

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.

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

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.

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

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

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.

Hours are 8am -5pm, in the office Monday -Thursday working remote on Friday

Must have 5 – 10 years’ experience working in Investment Banking supporting Investment Banking executives.

Strong written and verbal skills

Experience processing expense reports for executives

Supporting Investment bankers from junior to senior level

Maintain executives' calendar, schedule all meetings, and conference calls, handle meeting conflicts and prioritization issues

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

5 plus years’ 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.

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

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.

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