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Investment Team Coordinator

Atlas Search
New York, NY Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 5/23/2025

Our client is a prestigious investment firm in Manhattan. They are in office 5 days a week. Please note, that financial services experience is required.

Responsibilities include but are not limited to :

  • Maintaining executives’ calendars, scheduling all meetings and conference calls, responding to e-mails and phone calls requesting meetings, resolving meeting conflicts and prioritization issues
  • Arranging all aspects of domestic and international travel, keeping executives’ travel profiles up-to-date, managing approvals for any travel, and arranging flights, hotels, and rental cars.
  • Preparing and submitting all expense reports on a timely basis
  • Editing and updating presentations / materials
  • Tracking sell-side corporate access events and conferences and reconciling corporate access and broker interactions into the CRM
  • Ad hoc projects

Qualifications :

  • Bachelor’s degree
  • 5 years of administrative experience in financial services (financial services experience is required)
  • Corporate Access experience is strongly preferred
  • Strong written and verbal communication skills
  • Excellent attention to detail
  • The annual base salary range is $80k to $130k. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and / or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

    Salary : $80,000 - $130,000

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