Investment Coordinator

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Our client is seeking a highly organized, proactive Investment Coordinator to support Portfolio Managers and investment teams within a leading global multi-strategy investment firm. This is a strategic investment team support role focused on corporate access, research coordination, stakeholder management, scheduling, and operational execution. The ideal candidate is resourceful, relationship-oriented, and enjoys serving as a key connector between investment professionals, research providers, corporate management teams, and internal business partners. Hours are generally 8:00am-5:00pm with flexibility as needed, and the role follows a hybrid schedule with four days onsite and one day remote.

Key Responsibilities:

• Serve as a strategic partner to Portfolio Managers and investment teams
• Coordinate corporate access opportunities, management meetings, industry events, conferences, and expert network engagements
• Manage complex scheduling and logistics for investment professionals
• Coordinate domestic and international travel arrangements and related logistics
• Maintain and update investment team coverage universes and research activity trackers
• Collaborate closely with Broker Relations and Corporate Access teams to maximize access to differentiated insights and opportunities
• Build and maintain relationships with research providers, investor relations contacts, corporates, and external partners
• Track and distribute research materials, presentations, earnings-related information, and event resources
• Measure and report on utilization and effectiveness of research and corporate access activities
• Maintain systems for tracking meetings, events, and investment team interactions
• Support expense management and operational workflows
• Partner with Compliance to ensure all meetings and engagements adhere to firm policies and regulatory requirements

Qualifications:

• Bachelor’s degree required
• 3-4+ years of administrative, coordinator, executive support, corporate access, or related experience
• Strong interest in supporting investment professionals for the long term
• Excellent interpersonal and relationship-building skills
• Strong organizational abilities with exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills
• Proactive, solutions-oriented mindset with excellent follow-through
• Experience coordinating meetings, travel, events, and executive schedules
• Understanding of investment management, research, corporate access, or capital markets environments is a plus
• Ability to work collaboratively across multiple stakeholder groups

Compensation/Benefits:

• Up to $115K base salary + discretionary annual bonus
• Medical coverage through PPO and HSA plan options
• Free dental and vision coverage
• 401(k) with employer match
• Generous PTO package
• Complimentary lunch provided when onsite
• Hybrid schedule (4 days onsite, 1 remote)
• Opportunity to support incoming Portfolio Managers and help build long-term investment team relationships

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