Coordinator - Investments (Memphis, TN)
Core
Provide administrative and operational support to the Investment Department, focusing on records management, data verification, and executive assistance.
Role type
Administrative Coordinator (Investment Operations)
Builds
Internal administrative processes and investment department support functions
Domain
Nonprofit / Investment Management
Deliverable
Dashboards & analysis
Required skills
Records management, Data verification and reconciliation, Meeting coordination, Document preparation, Expense processing, Confidentiality handling
Preferred skills
Investment and accounting terminology knowledge
Technologies
Tamale, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Import investment data and documents into the research database, Schedule and coordinate meetings and travel, Verify and reconcile portfolio data with bank records, Prepare presentations and meeting minutes, Oversee day-to-day administrative operations
Seniority
Mid-level, hands-on IC