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 high calibre and highly efficient Research Coordinator to support the investment team.The ideal candidate is an experienced investment/research coordinator at a hedge fund, has managed high volume of tasks, 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
Customized 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 systems
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 (English, Cantonese and Mandarin)
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
