Position Title: Executive Assistant, Global Equities

Role Overview:

This position involves providing comprehensive administrative and organizational support to Portfolio Managers and their teams.

Key Responsibilities:

• Support approximately two teams, consisting of around 10 investment professionals.
• Organize and coordinate a high volume of internal and external meetings.
• Build relationships with broker sales teams to facilitate effective meeting scheduling.
• Oversee calendar management, including conflict resolution and preparation for meetings (e.g., travel arrangements).
• Document meeting details in relevant databases.
• Gather and organize research reports, financial models, and corporate filings (e.g., quarterly and annual reports).
• Arrange travel logistics such as flights, hotels, and ground transportation for the teams.
• Process and manage expense reports for Portfolio Managers and team members.
• Collaborate with operational teams to plan new hire training schedules and oversee onboarding.
• Develop a foundational understanding of various industries (e.g., energy, industrials, financials, consumer, technology, media, and telecommunications) to enhance team support.
• Learn about the company’s technology infrastructure, investment philosophy, and risk management framework.
• Attend and contribute to weekly business meetings with the teams.

Skills and Qualifications:

• Education: Bachelor’s degree with a minimum GPA of 3.0.
• Experience: At least 3-5 years of administrative experience, preferably in financial services or equities investments.
• Technical Skills: Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
• Time Management: Skilled at managing multiple tasks and competing priorities effectively.
• Detail Orientation: Exceptional organizational skills with strong attention to detail.
• Professionalism: Discreet and capable of handling sensitive information with professionalism.
• Interpersonal Skills: Mature, personable, and able to interact with peers and senior executives confidently.
• Problem-Solving: Resourceful and adaptable, with a collaborative mindset to assist team members as needed.
• Communication: Strong written and verbal communication skills with excellent grammar.
• Growth-Oriented: A self-motivated individual eager to take on increasing responsibilities over time.

Additional Information:

The ideal candidate is a proactive self-starter capable of thriving in a dynamic, fast-paced environment. They should be detail-oriented, intuitive, and trustworthy, with a strong sense of ownership for their work. This role requires working independently on various projects with minimal supervision while maintaining excellent follow-through and professionalism.

Compensation: In accordance with the NYS Pay Transparency Law, the base salary range for this role is $90,000 to $120,000, with eligibility for overtime. Additional forms of compensation and benefits are not included in the base salary.