Executive Assistant

We are looking for an Executive Assistant to support our Equity team. This individual will primarily support the Head of the Mid Cap and Large Cap teams. They will also be responsible for supporting other members of the Equity team as needed.

To be successful in this role, the candidate should be self-motivated. The candidate should have excellent organizational and problem-solving skills. The candidate should be comfortable in an entrepreneurial and deadline-driven environment. The role requires a team-player, who can effectively communicate with all members of the Equity team and across the organization. We are looking for someone who is willing to go above and beyond, has a can-do attitude and who is proactive in their work.

• Maintain calendar for the Head of Mid and Large Cap. Schedule meetings on their behalf, manage travel arrangements and expense reports.
• Act as point person for correspondence with external and internal parties
• Maintain and manage resources for the equity team i.e., subscriptions, databases, research headquarters and pipeline, coverage, et al (tracked in Excel)
• Maintain correspondence with portfolio companies and research contacts via letters, thank you notes, greeting cards, etc.
• Assist in preparation of presentations and meetings, i.e. prepare packets, create slides, gather information and format into charts, note taking, etc.
• Compile and gather information for various research, marketing, and business items
• Act as marketing liaison:
  Compile and manipulate charts for marketing meetings, create PowerPoint slide decks and track teams’ meetings (date, who was on the call, etc.)
• Coordinate team activities, including lunches, events, and awards for the Equity team
• Conduct data compilation to assist with research-utilize Fact Set and APX to retrieve and arrange information on portfolios and investments
• Manage recruitment process:
  Post jobs on school sites and manage relationships with recruiting departments, help set up interviews and follow up
• Publish weekly/monthly/quarterly reports on portfolios

The ideal candidate will possess the following attributes/skills:

• Bachelor’s degree preferred but not required
• Financial industry experience and/or investment background a plus
• Working knowledge of Microsoft suite of products
• Strong organizational skills
• Strong communication skills, both verbal and written, with the ability to perform duties independently
• This position works primarily in an office setting
• Comprehensive Benefits: health insurance, profit sharing and 401k match
• Company Culture: collaborative, team-oriented, fast-paced, challenging and innovative
• Professional Development: training, advancement potential, cross-functional project opportunities

RESUMES CAN BE SENT ELECTRONICALLY TO