Investment Operations Coordinator
Core
Provide day-to-day administrative and operational support to the endowment investment team, managing calendars, travel, expense reporting, CRM maintenance, and coordination with external fund managers and internal legal/finance teams.
Role type
Investment Operations Coordinator
Builds
Operational workflows for the endowment investment team
Domain
Biomedical research institute investment operations
Deliverable
client delivery
Required skills
Calendar management, travel logistics, expense reporting, CRM maintenance, document management, deadline tracking, external liaison, confidentiality handling, Microsoft Office proficiency, virtual data room coordination
Preferred skills
Associate's degree, administrative assistant certification, Dynamo Software experience
Responsibilities
Coordinate complex calendars and meetings for the investment team; Plan and manage business travel and expense reports; Maintain investment team CRM records and counterparty documentation; Serve as liaison for virtual data-room access and diligence materials; Coordinate with legal and finance teams for tax and regulatory filings; Support recurring reporting tasks and deadline trackers.
Seniority
Mid-level, hands-on IC
