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Our client is seeking an Investment Coordinator to support Portfolio Managers within a collaborative, high‑performing investment management environment. The team is intentionally looking for stability, strong execution, and someone who takes pride in enabling others’ success. Hours are 8:00am-5:00pm with flexibility for overtime as needed, and the role follows a hybrid schedule with four days onsite and one remote.
Key Responsibilities:
- Serve as a strategic partner to Portfolio Managers, supporting day‑to‑day investment operations
- Coordinate corporate access, research meetings, and industry events in partnership with Broker Relations and Corporate Access teams
- Manage complex scheduling, calendars, travel logistics, and expense processing
- Proactively source, track, and distribute research materials, company presentations, and financial models
- Maintain and update coverage universes, meeting logs, and internal tracking systems
- Build and maintain strong relationships with sell‑side partners, corporates, and internal stakeholders
- Track participation in conferences, meetings, and events, ensuring optimal use of time and resources
- Support compliance processes related to meetings, expert calls, and external engagements
Qualifications:
- 4+ years of experience in an administrative or coordination role
- Bachelor’s degree required
- Strong organizational skills with excellent attention to detail
- Ability to manage multiple priorities in a fast‑paced environment
- Professional, collaborative demeanor with strong interpersonal skills
- Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint
- Comfortable working closely with investment professionals
Compensation/Benefits:
- Up to $90K-$120K base salary + discretionary bonus
- Medical coverage with PPO and HSA options (low employee contribution)
- Free vision and dental coverage
- 401(k) with employer match
- Generous PTO package
- Free lunch
- Hybrid schedule: four days onsite, one remote
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