Project and Executive Assistant
Core
Support senior investment leaders and the Global Investor Forum team with administrative coordination, research report generation, and meeting logistics.
Role type
Senior administrative assistant (investment management)
Builds
Internal meeting materials, client/board presentation decks, and timely research reports
Domain
Asset management / Investment banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advanced Microsoft Excel, document management, calendar management, travel coordination, expense reporting, multi-tasking under pressure, prioritization
Preferred skills
Project management experience, proficiency with new investment research tools (e.g., AI)
Technologies
Microsoft Office 2010, Adobe Acrobat
Responsibilities
Generate research reports using market data applications; assist senior leaders with projects; coordinate travel and expense reports; manage calendars and meeting planning; prepare internal and client presentations; order meeting supplies and refreshments
Seniority
Mid-level, hands-on support