A leading institutional investment and asset management firm is seeking an Administrative Assistant to support portfolio management team. This role requires a highly organized professional who can manage multiple priorities, maintain confidentiality, and provide administrative support to a fast-paced investment team.
Key Responsibilities
Coordinate extensive domestic and international travel arrangements, including transportation, agendas, and logistics.
Prepare, edit, proofread, and distribute correspondence, reports, presentations, and other business documents.
Manage the execution and tracking of non-disclosure agreements (NDAs) and other confidential legal documents.
Create and modify PowerPoint presentations and maintain Excel workbooks.
Maintain document repositories and filing systems for legal agreements and financial reports.
Monitor virtual data rooms and file-sharing platforms.
Coordinate document execution and signature processes.
Screen calls, manage inquiries, and provide professional administrative support.
Process expense reports, corporate credit card reconciliations, and reimbursement requests.
Manage calendars and scheduling for multiple professionals.
Provide backup administrative support as needed.
Participate in special projects and other duties as assigned.
Qualifications
Bachelor's degree preferred.
Minimum of five years of experience supporting senior-level executives and teams.
Demonstrated ability to manage highly confidential information.
Excellent organizational, project management, and multitasking skills.
Strong verbal and written communication skills.
Advanced proficiency with Microsoft Office (Word, Excel, PowerPoint) and Adobe products.
Ability to work independently and collaboratively.
Flexibility to work additional hours when necessary.
Experience managing team workflows, projects, and administrative processes.
Experience coordinating shipments and deliveries through courier and shipping services.
Compensation & Work Arrangement
Base Salary: $100,000 - $110,000
Bonus: 15% target
Hybrid Schedule: Four days in office, one day remote
Comprehensive benefits package including health coverage, retirement programs, paid time off, parental benefits, volunteer programs, and other employee benefits.
Numbers & Facts
Location
New York, NY
Salary
$100,000–$110,000 Per Year
Skills
Administrative Skillsunmatched
Adobe Product Familyunmatched
Calendar Managementunmatched
Catering Servicesunmatched
Communication Skillsunmatched
Conference Managementunmatched
Credit Cardsunmatched
Expense Reportsunmatched
Financial Reportingunmatched
Institutional Asset Managementunmatched
Investment Managementunmatched
Legalunmatched
Legal Documentsunmatched
Logistics Managementunmatched
Mail Processingunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Multitaskingunmatched
New Drug Applicationunmatched
Non-Disclosuresunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Project/Program Managementunmatched
Proofreadingunmatched
Reconciliationunmatched
Reimbursementunmatched
Schedule Developmentunmatched
Team Lead/Managerunmatched
Telephone Skillsunmatched
Transportation and Logisticsunmatched
Travel Planningunmatched
Willing to Travelunmatched
Writing Skillsunmatched
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