Project Leader & Administrative Assistant

The Project Leader & Administrative Assistant position is a newly created role reporting to the Chief Investment Strategist. At a high level, the role will typically break out into the following approximate percentages of time: 40% media/social media and conference appearance coordination and related travel arrangements, 35% support high-level projects, 25% research operations support.

This role will operate in a hybrid environment; reporting to the downtown Chicago office as necessary.

• 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/decisions from research project meetings
• Ensure planning deadlines are met
• Provide in-depth reporting and analysis where needed
• Gather data and produce presentations in PowerPoint and Excel in a quality manner and on time for an Executive level audience
• Manage and maintain vendor contracts
• Provide administrative support to Chief Investment Strategist and her direct reports
• Maintain confidentiality in all communications
• Perform with excellence and precision in a successful, fast-paced, growing company

• 5+ years’ 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 (ranging entry level to CEO)
• Experience with Microsoft Office Suite, including PowerPoint creation for executive audience

• Ability to demonstrate empathy, initiative and resourcefulness
• Creative approach with problem-solving
• Agility – easily switches gears to handle multiple tasks at one time