Administrative Support (Investment Team)

Strategic Investment Group® (Strategic), a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional and private investors. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. 

Strategic functions as our clients’ investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core businesses, while we focus on providing the highly specialized portfolio management expertise that clients need to meet their investment goals. Depending on a client’s needs and preferences, Strategic can orchestrate the management of an entire portfolio comprising multiple asset classes, focus on specific asset classes, such as alternatives (e.g., hedge funds, real estate, and/or private equity) or international investments, or manage strategies with high potential for adding value (e.g., portable alpha through investor-friendly turnkey structures). Customized liability-driven investing (LDI) solutions, whether through an integrated total portfolio approach or a targeted long-duration strategy, are also available, as are solutions that address mission-related investment objectives.    

We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service.  Our mission is to empower investors through experience, innovation, and excellence. Visit our website at www.strategicgroup.com for more information.

Responsibilities (Other duties may be assigned to meet business needs):

• Provide administrative support to the Public Markets team, with primary focus on supporting senior team members.
• Arrange heavy international and domestic travel arrangements, including preparing background information packet for travel.
• Prepare, submit, and track expense reports for all team members, ensuring compliance with corporate policy.
• Heavy calendar management.
• Schedule, prepare for, and organize internal and external meetings. 
• Review and format presentations and general correspondence.  
• Maintain and update current and prospective manager contacts, meeting notes, and presentations in Tamale RMS database or SmartSheets.
• Collect and organize quarterly investment manager performance commentary.
• Work independently and within a team on nonrecurring and ongoing projects.  
  1. Organize and collate quarterly analytics for review.
  2. Distribute annual fee/liquidity update request to external managers.
  3. Distribute annual DEI and ESG questionnaire to external managers.
  4. Update various internal spreadsheets.
  5. Serve as Public Markets team’s vendor owner updating Operational Due Diligence annually
  6. Organize team functions.
• Work with Administrative Team to ensure fluidity of scheduling across the firm.
• Ensure filing systems and records are maintained and up to date.
• Assist in improving existing processes and implement more efficient solutions.  

Qualifications/Requirements

• Minimum of three years’ experience as an Administrative Assistant; experience in the finance industry preferred.
• Bachelor’s degree preferred.
• Experience supporting multiple teams.
• High-proficiency using MS Office products (Word, Excel, PowerPoint and Outlook).
• Tech savvy – CRM experience and/or knowledge of Tamale RMS preferred.
• Knowledge and experience in scheduling domestic and complex international travel.
• Strong calendar management skills.
• Experience with preparing and submitting expense reports. 
• Excellent verbal and written communication skills required.  
• Exceptional organizational and time-management skills.   Ability to prioritize multiple tasks and demands.
• Ability to interface well with all departments and to represent the firm in a professional manner.
• Continuous improvement orientation.
• Must be equally skilled at working both independently and within a team.
• High attention to detail and excellent proofreading skills required. 
• Other duties as assigned.

This job description is not an exhaustive list of all functions that the employee may be required to perform. The employee may be required to perform additional functions. Strategic reserves the right to revise the job description at any time, with or without notice. Employee must be able to perform the essential functions of the job satisfactorily and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essentials functions of the job, absent undue hardship.  We are committed to the full utilization of all human resources and to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally- recognized basis including, but not limited to race, color, religion, sex, marital status, sexual orientation, gender identity, national origin, disability, age, Veteran status or any other characteristic prohibited by federal, state or local law.