Investment Support Assistant

We are seeking a highly organized and detail-oriented Investment Support Assistant to provide administrative support to a busy Investor Relations team. This is not a traditional marketing role—the firm has a dedicated marketing department responsible for creating marketing materials. Instead, this position focuses on supporting the day-to-day operations of the Investor Relations team by coordinating meetings, conferences, communications, and administrative activities that ensure a high level of client service.

The ideal candidate is proactive, polished, and thrives in a fast-paced environment where organization, attention to detail, and follow-through are essential.

Key Responsibilities

• Manage shared Investor Relations team inboxes and coordinate correspondence.
• Schedule meetings, maintain calendars, and coordinate logistics for internal and external meetings.
• Organize conferences, client events, roadshows, and meeting logistics.
• Ensure presentation materials are printed, organized, assembled, and set up in conference rooms prior to meetings.
• Coordinate conference registrations, travel arrangements, and meeting schedules.
• Prepare meeting agendas and organize materials for client meetings and presentations.
• Maintain accurate contact information and client records within CRM systems.
• Track conference attendees, manage RSVP lists, and assist with follow-up communications.
• Support day-to-day administrative activities for the Investor Relations team, ensuring deadlines and deliverables are met.
• Collaborate with internal teams to coordinate meeting logistics and operational support.
• Assist with reporting, spreadsheets, and general administrative projects using Microsoft Office applications.
• Recommend process improvements that enhance team efficiency and organization.
• Provide additional administrative and operational support as needed.

Qualifications

• Bachelor's degree required.
• 1–3 years of experience in administrative support, executive support, client services, project coordination, or a related role.
• Experience supporting executives, client-facing professionals, or investment teams is highly preferred.
• Experience using CRM platforms such as Salesforce is a plus.
• Strong proficiency in Microsoft Office, particularly Outlook, Word, Excel, and PowerPoint.
• Outstanding organizational and time management skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities while maintaining accuracy in a fast-paced environment.
• Professional, polished demeanor with strong interpersonal skills.
• Self-motivated with the ability to work independently while collaborating effectively across teams.

Ideal Candidate Profile

• Strong administrative and organizational background.
• Highly detail-oriented with excellent follow-through and execution.
• Professional, polished, and client-service focused.
• Comfortable coordinating meetings, conferences, and executive schedules.
• Experience supporting executives or client-facing teams is preferred.
• Enjoys keeping projects organized and ensuring nothing falls through the cracks.
• More of an administrative support professional than a marketing specialist.
• Thrives in a collaborative, fast-paced investment environment where organization and reliability are highly valued.