We are seeking a highly organized and detail-oriented Investment Coordinator to support our our client's investment team. Based in New York City, this role offers a unique opportunity to gain direct exposure to the investment process and work alongside seasoned professionals in financial services. The ideal candidate will have 3-5 years of experience supporting investment teams and a passion for the financial markets. This is a great chance to grow your career within a fast-paced, high-growth firm. Please note this role is in the office 5 days a week in Midtown.
Key Responsibilities:
- Provide administrative and operational support to the investment team, including managing calendars, scheduling meetings, and preparing reports.
- Coordinate and facilitate communication between investment team members, clients, and external partners.
- Assist in the preparation and distribution of investment memos, presentations, and other materials for meetings.
- Manage and track deal flow and investment pipeline, ensuring all documents and data are accurately maintained and updated.
- Conduct initial research and analysis on investment opportunities, market trends, and industry developments.
- Support the investment team in preparing for meetings, investor presentations, and client communications.
- Assist in coordinating due diligence efforts and managing data rooms for potential investments.
Qualifications:
- Bachelor’s degree with good grades
- 3-5 years of experience supporting investment teams within the financial services industry.
- Strong understanding of financial markets, investment processes, and asset classes.
- Exceptional organizational and time-management skills, with the ability to manage multiple priorities in a fast-paced environment.
- Excellent verbal and written communication skills, with a high level of attention to detail.
- Strong interpersonal skills, with the ability to collaborate effectively across teams and build positive relationships with internal and external stakeholders.
- A proactive and resourceful attitude, with the ability to anticipate the needs of the team and act accordingly.
