Research Assistant

Hedge Fund; Chicago

Job Responsibilities

  • Coordinate a high volume of internal and external meetings
  • Develop relationships with broker sales teams to effectively plan meetings
  • Calendar planning: screen for conflicts and make sure teams are prepared for meetings (travel accommodations)
  • Log meeting details in database
  • Collect and organize research reports, models, and company quarterly and annual reports
  • Book travel arrangements including flight, hotel and ground transportation for PMs and team
  • Process expense reports for PMs and team
  • Liaise with key operational areas to organize new hire training schedules and oversee onboarding
  • Perform special projects for teams or management which may require utilizing various applications (e.g. internal proprietary software, Factset, Bloomberg)
  • Eventually develop a basic understanding of industries (energy, industrials, financials, consumer, technology, media, and telecom) to better service the teams
  • Learn about the technology infrastructure of the business, investment philosophy and risk framework
  • Participate in weekly business meetings with teams

Job Requirements

  • Bachelor’s degree required
  • Minimum 3-4 years administrative assistant experience, preferably within financial services (preferred, but not required)
  • Proficiency in Microsoft Office (e.g. Excel, Word, PowerPoint, and Outlook) and related software
  • Strong time management skills; ability to effectively balance multiple tasks with competing priorities
  • Excellent organization skills; detail-oriented
  • Sense of ownership for one’s work
  • Proactive in following up on details, anticipating issues, and closing the loop on all requests
  • Ability to exercise discretion when managing confidential information, working across multiple teams and functions
  • Mature and strong interpersonal skills; able to interact professionally with peers and senior-level management
  • Must be teamwork-oriented with the ability to work independently with minimal guidance
  • Adept at problem-solving, with ability to be flexible; may act as a resource to other administrative staff
  • Excellent English, grammar, written and verbal communication skills
  • Possess a genuine desire to learn and work in an environment where there is room for growth / and increasing responsibility (short and long-term)

JO #115940

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