Team Assistant - Investments
Core
Senior administrative support for investment professionals in the Fixed Income business, managing diaries, travel, meetings, and operational workflows.
Role type
Senior Team Assistant (Business Support)
Builds
Operational efficiency and smooth team functioning for investment professionals
Domain
Financial Services / Asset Management
Deliverable
dashboards & analysis
Required skills
Diary management, travel coordination, meeting organization, minute-taking, expense processing, stakeholder liaison, process improvement, Microsoft Office proficiency
Preferred skills
Financial services experience, Concur system familiarity, supporting senior professionals
Responsibilities
Manage diaries, coordinate complex domestic and international travel, organize meetings and produce materials, take accurate minutes, process expense claims, act as liaison between investment team and support functions, identify process improvement opportunities
Seniority
Senior, hands-on IC