Administrative Assistant, Investment Operations
Core
Provide comprehensive administrative support for the Investment Operations team, managing calendars, travel, expenses, and meeting logistics for senior executives.
Role type
Senior Administrative Assistant (Investment Operations)
Builds
Operational support for investment strategies and funds
Domain
Credit management and investment operations
Deliverable
Dashboards & analysis
Required skills
Calendar management, travel coordination, expense tracking, budget monitoring, accounts payable processing, Microsoft Excel, Microsoft Word
Preferred skills
SharePoint, Monday.com, AI tools (ChatGPT, Claude)
Responsibilities
Maintain complex calendars for multiple senior executives; coordinate domestic/international travel and expense reimbursements; plan and execute meetings and events; track and update managed expense items against budget; submit and validate invoices in accounts payable system; provide budget to actual reporting on travel and entertainment expenses; complete ad hoc support requests and special projects.
Seniority
Senior, hands-on IC
