Job Description

THE ROLE

Using discretion and judgment, provides consistent, high-level administrative support to assigned members of the Investment Department in a value-added manner. Ability to perform administrative responsibilities with minimal supervision.

Principal Responsibilities:

Partners with assigned investment professional to perform a variety of specialized duties, which may be complex in nature. Understands their business needs; works proactively to meet those needs while following department procedures and guidelines.
Comprehends the companies and industries being followed by assigned investment personnel and independently works to streamline and minimize administrative burden on the investment professional.
Understands and masters all department systems, databases and research tools to ensure smooth and efficient department operations.
Gathers research/data for presentation material, organizes travel for company visits, conferences and marketing trips and processes expense requests in a timely manner.
Collaborates with the senior office associate to assist with administrative procedures and performs a variety of specialized duties which can be confidential in nature and require knowledge or understanding of department operations.
Ensures external and internal communication, documents and materials are accurate and error free.
Consistently looks for ways to improve various department processes and procedures to ensure efficiency.
Serves as a resource to the senior office associate with new hire and on-going training.
Performs additional responsibilities as requested.

Qualifications:

Bachelor's degree or equivalent education and work experience.
Minimum five years administrative assistant experience in the Financial Services Industry.
Excellent interpersonal, communication and analytical skills.
Advanced computer skills including Microsoft Outlook and Word, Excel, Power Point, & Access.
Flexible and team oriented.
Experience with travel and expense management, video conferencing equipment.