Research Assistant / Executive Assistant

Overview

• Support Portfolio Managers in a dynamic investment environment, ensuring operational efficiency and seamless coordination of research and administrative tasks.
• Collaborate with investment professionals, analysts, and corporate management teams to facilitate effective communication and workflow.
• Organize and maintain research materials, databases, and CRM systems for accurate and efficient data management.
• Coordinate corporate access meetings, site visits, and investor days to support investment strategies.
• Manage complex schedules and travel arrangements for Portfolio Managers, ensuring seamless execution of plans.
• Operate in a fast-paced, high-performance environment, contributing to the success of the investment team.
• Enhance workflows and operational efficiency through proactive identification of improvement opportunities.
• Foster a team-oriented atmosphere with a strong sense of accountability and professionalism.

Key Responsibilities & Duties

• Coordinate corporate access meetings, including logistics for site visits, conferences, and investor days.
• Manage complex calendars and schedules for Portfolio Managers, ensuring efficient time management.
• Arrange domestic and international travel, including flights, accommodations, and visas.
• Prepare detailed itineraries and ensure seamless execution of travel plans.
• Assist in organizing and maintaining research materials, databases, and CRM systems.
• Serve as a point of contact for communications related to Portfolio Managers.
• Ensure compliance with internal policies regarding corporate access and information handling.
• Identify opportunities to improve workflows and operational efficiency for the investment team.
• Collaborate with internal and external stakeholders to support investment strategies and operations.

Job Requirements

• Bachelor’s degree required, preferably in finance, investment management, or a related field.
• Minimum of 3 years of experience in finance, consulting, or investment management.
• Strong interest in public equities and financial markets.
• Exceptional organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite and familiarity with financial data platforms like Bloomberg or FactSet.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities under tight deadlines.
• High level of professionalism, discretion, and integrity.
• Comfortable working directly with senior investment professionals in a fast-paced environment.