Office Administrative Support For Investment Firm Jobs

2 -5 years of experience in the investment management/asset management industry; Internships included

Ensure the collateral management processing activity is executed in an accurate, complete, and timely manner

Work with senior management to continually improve all processes, procedures, and practices to enhance team efficiency.

High caliber, reputable global investment management firm, experiencing impressive growth, is in need of an Investment Analyst!

Monitor and review all investment activity to ensure all transactions are executed in accordance with internal control framework and regulatory requirements

Bachelor’s degree from accredited University/College; Finance/Accounting/Economics/Info Systems Major

Interpret data and provide actionable insights to guide investment strategies and portfolio management.

Collaborate with the CIO to provide data-driven insights and recommendations for investment strategies, asset allocation, and risk management.

Stay up-to-date with industry trends, financial regulations, and technological advancements relevant to data analysis in investment management.

Strong understanding of financial markets, investment concepts, and portfolio management.

Seek opportunities for professional development to enhance both analytical and domain knowledge.

Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related field. Master's degree preferred.

• Manage meeting room calendars and set up conference room Zooms and dial-ins for meetings.

• 2+ years of administrative/reception support to office; Venture Capital, Growth Equity experience required

• Excellent verbal and written communication skills + Bachelor’s degree

• Prior experience in a corporate setting desired.

• Experience with catering/food and beverage support for big groups preferred.

• Strong organizational skills and attention to detail.

Experience providing proactive administrative support to a dynamic creative team

Outstanding written, verbal, and interpersonal communication skills

Experience with Adobe InDesign is a huge advantage

Office Manager, Design Firm $95K

Proven ability to balance multiple tasks and priorities while maintaining composure and meeting deadlines

Solid understanding of travel logistics and event planning when bringing together both internal teams and external clients

Discretion and strong communication skills are required.

Assistant - Office of the CEO - Global Investment Firm

Please submit your resume in a Word document for consideration.

Strong organizational and time-management skills

Manage complex calendars and scheduling for the team

Excellent communication and interpersonal skills

Ability to prioritize tasks and manage multiple deadlines

Experience with CRM systems preferred

Salary: $100k+ base + generous bonus + benefits + 401k + PTO

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

Excellent communication skills (oral & written), planning, problem-solving, analytical, organizational, and project management

Monitors UT record-keeping policies and manages file archiving or disposition for payroll files and general operational files

Manages and processes travel authorizations, travel advances, travel reimbursements, and expense reports

Prioritizes and self-manages workload to meet office goals and current objectives under general supervision

Independent judgement and critical thinking skills

Excellent, demonstrable computer skills in Word processing, spreadsheets, presentations, and database programs

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

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

At least 2 years’ experience on a Client Service, Hospitality, or Reception/Office Support team

Hands on experience with office equipment (i.e. printers, scanners, and phone systems)

Top 100 Wealth Managers, Forbes, 2015

No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

Managing the phone system - answering inbound calls and voicemails

Providing concierge services – ordering meals, making reservations, calling for taxi/car service, etc.

Own the accounting and finance function of the management company that oversees three trust companies

Manage AP, AR, billing and revenue functions

Bachelor’s degree in accounting or finance, CPA preferred

Lead month end close processes and financial statement preparation

Lead and mentor one Accounting Specialist, to start

Develop the annual budget, analyze results and provide real-time projections to re-forecasts