Project Leader & Administrative Assistant

What you will do

• Coordinate and organize media appearances, studio bookings, and schedules
• Manage calendar scheduling, arrange travel, and coordinate expense reporting
• Maintain research project priority lists and approvals
• Coordinate content production and social media activity with internal contributors and stakeholders
• Compile and deliver activity summaries to executive leadership
• Document and follow up on important actions and decisions from research project meetings
• Ensure planning deadlines are met
• Provide in-depth reporting and analysis as needed
• Gather data and produce presentations in PowerPoint and Excel for an executive level audience
• Manage and maintain vendor contracts
• Provide administrative support to the Chief Investment Strategist and her direct reports
• Maintain confidentiality in all communications
• Perform with excellence and precision in a successful, fast-paced, growing company

• Associate’s degree or equivalent experience
• 5+ years of related experience
• Project management execution and budget management experience
• Experience with travel and logistics coordination
• Responsive, thoughtful communication abilities
• Ability to build and maintain effective, positive relationships
• Experience interacting respectfully and positively with associates at all levels, from entry level to CEO
• Experience with Microsoft Office Suite, including PowerPoint creation for executive audiences
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

• Ability to demonstrate empathy, initiative and resourcefulness
• Creative approach with problem‑solving
• Strong communication skills (verbal, written, presentation)
• Strong time‑management skills
• Agility – easily switches gears to handle multiple tasks at one time
• On‑going learning bias
• Ownership mindset

• Base Salary Range: $79,400.00 - $
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
• Financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business‑casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – open to all; facilitate inclusion and collaboration across the business and community
• Remote and hybrid work with required high‑speed, wired internet and suitable home workspace

We are an equal‑opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Drug‑free workplace.