Our client, a highly reputable Global Investment Firm in Central are seeking a highly competent ‘Team Administrative Assistant’ to support their Portfolio Managers and Analysts with day-to-day administration. The ideal candidate will have strong equity capital markets knowledge, corporate Access knowledge and experience with interacting with Broker Relations and use of their systems.
In this role of the Team Administrative Assistant, the employee will be responsible for the following:
Provide day-to-day support for PM and analyst teams: Manage calendar, travel, expenses, and any miscellaneous asks, including but not limited to:
Visa processing for work travel
Medical / healthcare claim forms
Relocation arrangements and expenditures
Maintain critical reporting systems within Broker Relations Group
Accurate and timely expense processing
Bespoke reporting and calendar updates for PM and Teams
Daily and weekly review of Teams’ calendars to ensure they are abreast of meetings for the day ahead; address any conflicts or prioritization that is needed
Complete ad hoc requests for Broker Relations team, including broker subscriptions and resourcing
Work with Compliance to ensure adherence to policy, meeting clearance, and obtain approvals, vetting of industry expert meetings, any non-C-level management events, private company meetings
Tagging post-meeting notes for Compliance in Idea Tracker
Execute on all Corporate Access & Sell Side Meeting Arrangements
Track and highlight all upcoming non-deal roadshows, conference meetings, events, analyst days, and earnings calls
Schedule corporate access, sell side analyst meetings, and expert calls
Daily data entry and maintenance to keep Event Tracker database accurate
Schedule management calls for PM teams utilizing company’s systems to invite all relevant parties
Request conference meetings; confirm schedules with Broker Relations team
Gathering and printing of models, transcriptions, and company presentations
In order to effectively represent the company and communicate with clients, The Team Administrator should possess the following:
Corporate Access knowledge
Collaborative Team Player
Analytical Thinker
Equity Capital Markets Knowledge
Ability to multi-task, manage own time, and work independently
Strong written and verbal communication skills in English, Cantonese and Mandarin
Microsoft Office Suite, specifically Excel, Outlook, PowerPoint
For further information, please kindly contact Shaleena Mulchandani or email your details across to sm@charlottefrank.com
Job Code: SM/12465
Personal data collected will be used for recruitment purposes only
By applying for this position, you consent to the collection, use and disclosure of your personal data to Charlotte Frank Recruitment Ltd. and all relevant third parties for the purpose of processing your application for this job position. You understand and acknowledge that your personal data will be processed in accordance with our Privacy Policy https://www.charlottefrank.com/privacy-policy
