What are the responsibilities and job description for the Administrative Assistant, Sales position at capstoneinvestmentadvisors?
We see the world differently at Capstone Investment Advisors. You will, too.
Capstone is a global, alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. With approximately $11.2 billion of AUM and over 300 employees (as of April 1, 2025), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Milan, Los Angeles, Hong Kong, Stamford, and Boston. Through strategic insight, market-leading expertise and advanced technology, we seek to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team and industry.
Overview:
The Client Solutions and Investor Relations teams service Capstone’s institutional client base. The team is responsible for maintaining marketing materials and reporting items, coordinating calls and meetings with clients, and catering to the firm’s investors. Team members work in coordination with various departments across the firm including Product Development, Communications, and various Investment and Operations teams.
Responsibilities and Impact:
Individual will be responsible for providing support to Capstone’s Client Solutions (sales) and Investor Relations teams.
- Coordinate internal team meetings, prepare agendas, and ensure smooth execution.
- Distribute the weekly marketing calendar to management and ensure timely updates
- Extract reports and make updates in Capstone’s CRM system (Backstop)
- Assist in monitoring team budget as well as third party vendors
- Helping coordinate PM monthly updates by gathering and organizing questions in advance
- Working with legal and compliance to facilitate the approval process for NDAs, investor eligibility and compliance reviews for marketing materials
- Help to send mass mailings via Capstone’s email service (Profund)
- Coordinate Team & PM travel (run bi-weekly catch ups on topic)
- Sales travel technology upkeep and tracking
- Provide miscellaneous assistance with expenses, including procurement and accounts payable submissions
Our future colleague has these skills:
- Strong Computer skills
- CRM experience preferred
- Proficiency in Microsoft Office Suite
- Motivated and proactive. Able to work independently within a team
- Strong interpersonal skills and a team player
- Extremely organized and detail-oriented
Benefits and Compensation Information:
Our team is our most important asset and investment. We value and respect our colleagues and their well-being inside and outside the workplace and our culture reflects this. We offer a robust and competitive benefits program to ensure the well-being of our colleagues.
Some benefits included in this role are:
- Training and development opportunities
- Robust Wellness Resources: Physical, Mental and Financial
- Time-Off, Retirement and Commuter Benefits
- Gym Reimbursement and other Discounts
The applicable base salary range for this role is $80,000 - $105,000 USD. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Equal Opportunity Employer:
Capstone is committed to creating an inclusive environment where we welcome people of different backgrounds. Capstone considers applications for employment without regard to all applicable protected characteristics, including race, color, religion, ethnicity, national origin, gender, sexual orientation, gender identity or expression, age, parental status, veteran status, or disability status.
To learn even more about being part of the team, visit us online: Careers - Capstone (capstoneco.com)
Don’t forget to follow us on LinkedIn
Salary : $80,000 - $105,000
