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 and fluent Japanese
• Microsoft Office Suite, specifically Excel, Outlook, PowerPoint
Job Code: SM/12473
For further information, please kindly contact Shaleena Mulchandani or email your details across to sm@charlottefrank.com
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