This position is responsible for providing administrative support for several investment teams. Duties include general administrative and project based work. The ideal candidate for this position must be able to assist and act in a confidential capacity, communicate well with tact and courtesy, and project a professional image through in-person and phone interaction. Reporting to CIO
•Answer and screen telephone calls; when appropriate, refer or direct calls to appropriate parties
•Prepare, type, and edit documents using Microsoft Office
•Schedule and coordinate meetings and appointments, arrange conference calls and video conferences, book meeting rooms, coordinate catering requirements with hospitality department
•Greet and assist visitors
•Coordinate domestic and international travel arrangements, prepare travel itineraries
•Coordinate local travel arrangements and accommodations for visiting executive guests
•Prepare travel reimbursement reports and check requests and work with Finance to ensure timely payments; review expense reports
•Maintain hard copy and electronic filing systems
•Proactively seeks out ways to develop systems and continually services the needs of the team to ensure time is focused on accomplishing priority objectives
•Facilitate and track communications internally and externally
•Assist with key priorities, maintain task list
•Follow-up on meetings and assist with deliverables
•Maintain contacts directory, personnel files and records
•Perform general office duties to include, but not limited to: printing, photocopying, faxing, mailing, preparing courier packages, filing
•Maintain confidentiality of client and employee information
This position will support multiple departments, including US Fixed Income, Global Fixed Income, and other associated individuals as needed.
•Minimum 2 years administrative experience; Bachelor’s degree highly preferred
•Strong Microsoft Office Skills (Outlook, Word, Excel, PowerPoint)
•High degree of integrity, confidentiality, initiative, accountability, and strong work ethic
•Excellent communication skills in person, on phone, and by email and voicemail
•Strong proofreading and grammatical skills
•Ability to prioritize and manage multiple on-going tasks and projects
•Attention to detail and quality of work product
The company provides investment management and advisory services to institutional clients, financial intermediaries, private clients and investment vehicles around the world. We invest in a wide selection of equity, fixed income and alternative investments with the goal of producing superior risk-adjusted investment returns and providing investment solutions customized for our clients.
The Central Marketing Services group is currently seeking a Product Marketing Associate. This individual will work closely with marketing professionals across different investor channels to support their efforts in positioning and communicating strategies and products with their clients and prospects.
•Assist in creating and updating marketing materials (e.g., presentations, fact sheets, client reports) to support investment teams and sales & marketing professionals
•Develop a deep understanding of the company’s products and serve as an internal point of contact for marketing or client-related requests
•Collaborate with team members and client portfolio managers to generate ideas on enhancing existing marketing efforts
•Understand and manage approval workflows to ensure all materials are legal and compliance approved for external distribution
•Complete ad-hoc marketing projects as needed/appropriate
•BA/BS or equivalent is required; major in Accounting, Economics, Business, Finance or related fields preferred
•Excellent organizational skills and ability to handle multiple projects and timelines while being detail oriented
•Ability to work independently, knowing when to escalate issues as appropriate.
•Strong verbal and written communication skills
•Ability to collaborate as part of a team and take on additional responsibilities as required
•Accountability and willingness to be pro-active in learning and improving the quality of deliverables and efficiency of processes
•High proficiency with applications such as Word, Excel and PowerPoint and familiarity with market data and analytics systems (e.g., Bloomberg, FactSet, Morningstar, e-Vestment)
•Series 7 and 66 desired, must be attained within six months of hire if not already licensed
•Relevant experience in financial services or asset management preferred
ESSENTIAL JOB FUNCTIONS:
•Welcomes clients and visitors in person or on the telephone in a professional manner.
•Operates Cisco telephone system in accordance with Firm procedures.
•Answers all incoming calls, making sure clients reach correct destinations.
•Takes accurate messages and delivers messages promptly via e-mail as directed by lawyer or secretary.
•Coordinates conference room schedules (including video conference room) and visiting attorney offices.
•Communicates catering needs to catering or appropriate department timely.
•Assists with car and travel reservations.
•Schedules meetings, including conference rooms and informs catering, IT and others as needed.
•Registers visitors utilizing building security system.
•Corresponds with Facilities regarding temperature control in conference rooms.
•Assists with loaner access cards and ensuring timely return.
•Covers message center and evening hours.
•Provides back up support to Receptionist team.
•Performs other office-related tasks as assigned by supervisor.
•Strong interpersonal skills, pleasant telephone manner, professional demeanor and appearance.
•Strong customer service skills.
•Good communication skills.
•Punctuality and dedication to job a must.
Coordinate and attend departmental meetings; handle agenda, minutes and follow-up tasks;
• Assist with coordinating calendars for internal and external scheduling of meetings;
• Assist with event planning;
• Perform administrative tasks such as expenses, phone coverage, conference room booking, ordering supplies, travel coordination, check requests, etc.;
• Assume additional tasks and responsibilities as required; willingness to help across teams within the institutional group is required
Highly organized, resourceful, detail-oriented person who is comfortable working both independently within a team environment
• Experienced in Outlook calendar functions
• Excellent in Microsoft software products including: Word and PowerPoint
• Able to handle multiple assignments; knows how to prioritize; understands and adheres to standards of confidentiality
• Excellent technical skills; must be able to learn various software systems
• Self-motivated, personable and able to communicate effectively with senior professionals
• 7 years+ experience working in the financial services industry and/or Institutional investment advisory experience preferred.
• Excellent (written and verbal) communication skills
• Bachelor’s degree preferred