(12 month contract) Investment Group Support Coordinator
Core
Trusted partner to investors strengthening the investment process through proactive coordination, relationship management, workflow optimization, and technology adoption.
Role type
Investment Group Support Coordinator (Administrative/Operational)
Builds
Investor capacity and effectiveness via operational efficiency and information flow
Domain
Asset Management / Investment Banking
Required skills
Complex logistics coordination, stakeholder relationship management, structured problem-solving, meeting and committee coordination, AI and digital tools proficiency, workflow optimization
Preferred skills
Familiarity with Concur, FactSet, Microsoft suite, and Copilot
Technologies
Concur, FactSet, Microsoft suite, Copilot, AI tools
Responsibilities
Coordinate complex logistics, scheduling, and travel for investors; Facilitate collaboration across internal teams (Corporate Access, METS, Technology, Sales); Independently resolve service issues; Manage investor interactions with corporates and external providers; Organize investment group calls and committee meetings; Leverage AI tools for meeting preparation and workflow automation; Share best practices to strengthen team capability.
Seniority
Mid-Senior, hands-on IC
