Investment Coordinator
Beacon Hill Staffing Group, LLC
New York, NY
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JOB DETAILS
SALARY
$90,000–$120,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Administrative Skills, Biology, Brokerage, Calendar Management, Channel Strategies, Compensation and Benefits, Conferences, Continuous Improvement, Detail Oriented, Finance, Financial Modeling, Fortune 500 Customers, Health Plan, Interpersonal Skills, Investment Management, Legal, Logistics, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Organizational Skills, Partner Sales, Preferred Provider Organization (PPO), Regulations, Reimbursement, Schedule Development, Team Player
LOCATION
New York, NY
POSTED
Today
Our client is seeking an Investment Coordinator to support Portfolio Managers within a collaborative, high‑performing investment management environment. The team is intentionally looking for stability, strong execution, and someone who takes pride in enabling others' success. Hours are 8:00am-5:00pm with flexibility for overtime as needed, and the role follows a hybrid schedule with four days onsite and one remote.
Key Responsibilities:
- Serve as a strategic partner to Portfolio Managers, supporting day‑to‑day investment operations
- Coordinate corporate access, research meetings, and industry events in partnership with Broker Relations and Corporate Access teams
- Manage complex scheduling, calendars, travel logistics, and expense processing
- Proactively source, track, and distribute research materials, company presentations, and financial models
- Maintain and update coverage universes, meeting logs, and internal tracking systems
- Build and maintain strong relationships with sell‑side partners, corporates, and internal stakeholders
- Track participation in conferences, meetings, and events, ensuring optimal use of time and resources
- Support compliance processes related to meetings, expert calls, and external engagements
Qualifications:
- 4+ years of experience in an administrative or coordination role
- Bachelor's degree required
- Strong organizational skills with excellent attention to detail
- Ability to manage multiple priorities in a fast‑paced environment
- Professional, collaborative demeanor with strong interpersonal skills
- Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint
- Comfortable working closely with investment professionals
Compensation/Benefits:
- Up to $90K-$120K base salary + discretionary bonus
- Medical coverage with PPO and HSA options (low employee contribution)
- Free vision and dental coverage
- 401(k) with employer match
- Generous PTO package
- Free lunch
- Hybrid schedule: four days onsite, one remote
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
About the Company
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