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A highly regarded wealth management firm in downtown Chicago is seeking an Investment Team Coordinator to provide administrative and project support to its investment team. This is a great opportunity for someone with strong coordination experience who is interested in investments and wants exposure beyond a traditional administrative role. This role requires 2-3 days onsite.
Responsibilities include:
- Supporting investment research and manager due diligence
- Coordinating meetings, scheduling, and complex international/domestic travel
- Maintaining investment information, CRM, and SharePoint resources
- Managing expenses, documents, and special projects
Qualifications:
- Bachelor’s degree
- 3-5 years of relevant administrative experience
- Extensive experience coordinating complex international and domestic travel is required, including multi-city itineraries and last-minute changes
- Financial services experience preferred
- Strong interest in investments
- Excellent organization, communication, and attention to detail
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