New York, New York
1 day ago
Investment Assistant

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Our client, a global investment firm, is seeking an Investment Assistant to support members of the investment team in their NYC office. The hours are 8am - 5:30pm and this role is hybrid with four days in the office and one day remote).

Responsibilities:

Manage calendars and coordinate meetingsAct as a gatekeeper for investment professionals by screening calls and handling correspondenceCompile research packets and extract brokerage and company reportsTrack meetings and projects in internal systems while organizing complex domestic and international travel, including itinerary preparationPrepare expense reports and ensure compliance with T&E policiesAssist with event planning, and provide backup support for Investment Assistants

Qualifications:

Bachelor's Degree required3+ years of EA experience out of financial servicesStrong Microsoft Office Suite skillsMust have a team-oriented mindsetOrganized professional with a customer service mindset

Compensation/Benefits:

Up to $140K base depending on experience + OT + bonus100% company paid medical benefitsGenerous PTOFree lunch every day

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