Investment Support Specialist
Core
Support investment campaigns, communications, and client events for Global Asset Class Specialists, including coordination of Morning Meetings, internal forums, webcasts, and studio productions.
Role type
Investment Support Specialist (Administrative & Event Coordination)
Builds
Internal investment forums, fund update sessions, studio webcasts, video productions, and client events
Domain
Wealth Management / Asset Management
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Event logistics coordination, stakeholder management, presentation material consolidation, regulatory compliance adherence, process improvement, financial market knowledge, Bloomberg proficiency
Preferred skills
Commercial judgement, global investment industry understanding, independent task execution
Technologies
Bloomberg, Microsoft Office Suite (Word, Excel, PowerPoint), Webex
Responsibilities
Coordinate bi-weekly Morning Meeting Asia and weekly Morning Meeting Middle East; manage end-to-end execution of onsite events including setup and participant management; support studio webcasts and video productions; administer Lunch & Learn and Fund Update sessions; ensure all event communications comply with marketing and compliance standards; drive process improvements for team efficiency.
Seniority
Mid-level, hands-on IC
