New York City, NY

Job Type
Full-Time Temporary

Pay Rate


The team travels a lot so need someone who is a team leader, decisive, and can make decisions.

Supporting very senior associates


Key job functions:

  • Become the go-to person for a team of senior level executives
  • Administration: Phone management for senior investment professional and backup phones for investment team as needed
  • Calendar: heaving calendar management skills required on a global basis. Organize details of internal and external meetings, special events, conference calls, and conferences. This includes reserving rooms; placing catering orders; creating client-related agendas; creating and printing, mailing, or emailing presentation materials associated with meetings.
  • Travel & Expense: heavy international and domestic travel, including securing appropriate visas; submitting and reconciling all expenses, check requests
  • Client reporting: update presentation materials and excel spreadsheets, send reports to clients as needed.
  • Ad hoc projects and requests, sometimes of a personal nature, will form a large part of the responsibilities associated with this role. A willingness to be flexible and juggle multiple deadlines simultaneously is important.


  • Experience working with Microsoft office suite is required, with particular expertise in PowerPoint and Excel. Concur also required.
  • Strong written and oral communication skills.
  • Time management skills, ability to work independently
  • Attention to detail
  • Bachelor’s degree required
  • Resourcefulness and ability to solve problems creatively is extremely important.
  • Experience at a financial institution and familiarity with financial markets is required.
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