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A BAM Investment Coordinator’s role is to provide ongoing support to the BAM investment staff and to promote collaboration across sector teams. They will function as the integral, go-to person in helping our investment teams navigate the firm. The employee will primarily focus on assisting with Portfolio Manager-Analyst team support, schedule maintenance, travel and expenses, research and model acquisition, and any ad-hoc projects that the investment teams require. They will work with BAM Broker Relations to help investment staff liaise with our sell side counterparts in the region. Investment Coordinators are external facing as they will also work with corporates/investor relations to schedule access touchpoints. This role requires high attention to detail, relationship management, resourcefulness, initiative, and a go-getter attitude. They will work collaboratively and effectively with all levels of management, staff, clients, external partners, and regulatory agencies.
In the role of Investment Coordinator, the employee will be responsible for the following:
· Providing day-to-day support for PM and Analyst teams
· Coordinating corporate access for investment teams such as conferences, NDRs, sell side analyst meetings and expert calls
· Tracking and highlighting upcoming events tailored to teams' coverage universe
· Collaborating with Broker Relations team while maintaining critical reporting systems for the firm
· Daily data entry and maintenance to keep Event Tracker database accurate
· Tagging post-meeting notes for Compliance in Idea Tracker
· Scheduling Intro, Pre-Quarter & Post-Earnings IR Calls while utilizing BAM systems to invite relevant parties
· Calendar Management: Daily and weekly review of teams' calendars to ensure they are abreast of meetings for the day ahead; address any conflicts or prioritization needed
· Submitting accurate and timely expenses
· Bespoke reporting for investment teams
· Working with Compliance to ensure adherence to policy, meeting clearance, and obtain approvals, vetting of industry expert meetings, any non-C-level management events, private company meetings
· Maintaining investment teams Coverage & Watchlists
· Gathering and printing of models, transcriptions, and company presentations
· Booking Hotel, Airfare, Cars, Visas, Passport Renewal as needed
· Ad Hoc Tasks: Medical / healthcare claim forms, Relocation arrangements
In order to effectively represent the Company and communicate with clients, a BAM Investment Coordinator should possess the following attributes:
· Corporate Access knowledge
· Collaborative Team Player
· Analytical Thinker
· Equity Capital Markets Knowledge
· Strong written and verbal communication skills
· Microsoft Office Suite, specifically Excel, Outlook, PowerPoint
Full Time
Investment Management
$86k-106k (estimate)
06/19/2024
07/12/2024
bamfunds.com
CHICAGO, IL
200 - 500
2001
Investment Company
DMITRI BALYASNY
$50M - $200M
Investment Management
BAM is an institutional investment firm that invests in the public equity and hedging markets.
The job skills required for Investment Coordinator include Presentation, Initiative, Microsoft Office, Attention to Detail, PowerPoint, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Coordinator positions, which can be used as a reference in future career path planning. As an Investment Coordinator, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Coordinator. You can explore the career advancement for an Investment Coordinator below and select your interested title to get hiring information.