What are the responsibilities and job description for the Private Equity Coordinator position at Insight Equity?
The Private Equity Coordinator is a front-line representative of the company and will be the first face Insight Equity’s guests will see. This position requires a dynamic individual who can consistently present a welcoming and professional impression to visitors and callers. The ideal candidate will be committed to working with the firm long-term, fostering consistency and strong relationships both internally and with external business partners.
This role demands flexibility, outstanding interpersonal skills, and the ability to collaborate effectively with all levels of management.
Key Responsibilities :
- Travel Coordination : Arrange and manage team members' travel, making real-time adjustments as needed.
- Calendar Management : Maintain and update the firm’s calendar, ensuring efficient scheduling of meetings and travel plans.
- Reception Duties : Greet and direct visitors, arrange meeting amenities, and ensure conference rooms are set up with necessary equipment, lunches, and refreshments.
- Database Management : Manage the deal opportunities database by logging new deals, maintaining accurate business contact information, and preparing weekly reports for team meetings.
- Office Operations : Oversee office and breakroom supplies, manage service and maintenance vendors, and ensure smooth day-to-day office operations.
- File Management : Ensure proper organization and maintenance of digital and physical files.
- Portfolio Company Support : Serve as the main point of contact for portfolio company executives, schedule monthly meetings, and maintain up-to-date contact lists for portfolio management teams.
- Employee Onboarding : Assist in preparing for and welcoming new employees to the team.
- Additional Administrative Support : Perform other administrative tasks as needed.