Job Description

Our client, a boutique Asset Management firm, is looking to hire a Research Assistant to support the fund’s Investment Team. This is a great opportunity for a candidate interested in learning more about the finance industry.

COMPANY: Asset Manager

POSITION: Research Assistant

LOCATION: Midtown

HOURS: 9:00am-5:00pm plus Light OT when needed

COMPENSATION: $70k-75k DOE Plus Bonus Eligible + Great Benefits

BACHELOR'S DEGREE REQUIRED: Yes

Fully Onsite – 5 days in the office

Responsibilities

• Maintaining/organizing meetings calendar for investment team
• Schedule client calls and meetings (often in different time zones)
• Provide back-up phone coverage and team's calendar coverage
• Book and organize travel for the department
• Coordinate conference events
• Assist investment team with research projects related new investment ideas
• Support analysts with ongoing investment portfolio maintenance
• Opportunities for growth including financial statement analysis, financial modeling and memo writing
• Assemble materials needed by the Investor Relations team for client meetings and conferences
• Liaise with legal and finance teams on investor relations requests, documents and deliverables
• Other miscellaneous duties, as required

Requirements

• Bachelor’s degree, self starter, highly-motivated team player
• Preferred a minimum of 0-3 years administrative assistant experience in a professional office
• Ability to take initiative and a sense of ownership and urgency in all tasks
• Strong organizational skills
• Ability to handle multiple projects at the same time
• Ability to interface both internally and externally into professional manner
• Ability to clearly and effectively communicate to internal personnel and outside clients verbally and in writing
• Strong writing skills including knowledge of grammar and sentence structure
• Experience with Microsoft Office, including Outlook and Word required; Excel and PowerPoint a plus
• Ability to learn and master CRM application; familiarity with Backstop a plus

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