Executive Assistant (Research Assistant)
LOCATION: New York, New York (Midtown)
THE ORGANIZATION: Top Asset Management Company
SUMMARY: Stable and reputable Asset Management company seeking a dedicated EA to support the Portfolio Managers and Research Analysts within the team. Reporting directly to the Head of Research/Executive Assistants, this person will join a close-knit team of EA’s.
COMPENSATION: Base salary up to $95,000; plus generous bonus; Paid Time Off; 401K w/ generous match; Medical, Dental and Vision benefits, Daily Seamless credit; generous PTO and sick/personal days, paid holidays, and more!
RESPONSIBILITIES:
- Answer and triage phone calls, screening, forwarding and taking messages as appropriate
- Arrange meetings and appointments; gathering necessary materials, partnering with receptionist to set calendar appointments with detailed participants, agenda, conference room, etc
- Heavy calendar management
- Email inbox management, searching for relevant events, meetings or calls
- Keep track of deadlines and registrations
- Liaison with brokers, banks and investor relations to register PM’s and Analysts for Conferences and Investor days
- Maintain and update contact lists
- Draft and proofread correspondence, documents and spreadsheets to streamline workload for PMs and Analysts
- Assist with preparation of reports
- Maintain filing system
- Regularly keep track of calendar for quarterly earnings calls
- Provide press releases, transcripts, estimates and research reports to PMs using Factset or Bloomberg
- Arrange travel: flights, car service, hotels and itineraries
- Submit and reconcile expense reports
- Assist with notetaking during calls
- Update weekly IPO memo
- Support with coordinating recruiting efforts, scheduling interviews on multiple schedules
REQUIREMENTS:
- Bachelor's Degree
- 3+ years Executive Support experience
- Fluent in MS Word, Excel, Outlook, PowerPoint, LinkedIn, database experience
- Highly organized, a great multi-tasker and intense attention to detail.
- Able to protect confidential information, problem solve and meet deadlines, while maintaining accuracy and detail
- Sharp, polished and have a professional demeanor
