Our client is a highly respected and long-established global investment management firm with an impressive track record and stable team. They are now seeking a top notch, up-and-coming, and highly efficient Investment Coordinator/Team Assistant to supportthe investment team.The ideal candidate is an experienced investment/research coordinator, flexible, agile and speaks fluent English. This is a fantastic opportunity that will allow you to connect with industry leaders and professionals to further propel your career by focusing on assisting with Portfolio Manager/Analyst team support.
RESPONSIBILITIES
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
Customised reporting and calendar updates for 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 organization’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
REQUIREMENTS
Corporate Access knowledge
Collaborative Team Player
Analytical Thinker
Equity Capital Markets Knowledge
Strong written and verbal communication skills
Microsoft Office Suite, specifically Excel, Outlook, PowerPoint
Job Code: SM/12235
For further information, please kindly contact Shaleena Mulchandani or email your details across to sm@charlottefrank.com
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Please note that only shortlisted candidates will be contacted
