Administrative Assistant for Investment Management Group. Looking for someone with prior experience in a similar role in the buyside/sellside with FACTSET, WONDA, strong EXCEL skills and about 1-3 years of experience.

They will be managing calendars, travel arrangements, be personable, can work independently but is also a team player, sharp, detail oriented, and have a thick skin.

RESPONSIBILTIES:

? Provide support for a team of co-portfolio managers

? Maintain and run quantitative screens using WONDA, Factset, and Baseline to uncover new investment opportunities

? Run a variety of portfolio maintenance reports to monitor fund and sector performance vs. benchmark

? Pull sell-side equity reports and models from First Call

? Assist in administration of compliance obligations for PM and team

? Book travel for conferences and other business trips

? Print research from sell side firms upon request

? Build relationship with sell-side institutional sales teams and analysts

Skills

? Very detail oriented and organized

? Strong multi-tasking ability in regards to calendar management, travel planning, weekly/monthly reports

? Commitment to learning and completing the basic routines but a desire to take the position to a new level once the basics are learned and performed well

? Ability to maintain all areas of responsibility without being micromanaged

? Professional phone and in person demeanor

? Proactive, independent worker

REQUIREMENTS:

Bachelor?s Degree in Business Administration, Economics, or Finance preferred

Familiarity/understanding with the following software preferred:

Factset, WONDA, Baseline, or similar quote system and proficient in Microsoft Office, especially Excel

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