8 часов назад
Coordinator - Investments
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Coordinator - Investments (Investment Operations): Providing administrative and operational support for the Investment Department, including records management, meeting coordination, data reconciliation, reporting, and confidential communication with executives, board members, and investment managers. with an accent on investment documentation, executive office support, and accuracy in portfolio and financial records. Focus on coordinating complex schedules and events, resolving data variances across systems, and preparing materials for Investment Committee meetings.
Location: Memphis, TN, United States; hybrid schedule
Company
is a nonprofit organization supporting St. Jude Children’s Research Hospital and its mission to cure childhood cancer.
What you will do
- Provide records management support for the Investment Department using the Tamale research and documentation database.
- Schedule meetings and conference calls, arrange technology and travel, and coordinate staff lunches, retreats, and meeting materials.
- Verify and reconcile data across portfolio systems, bank records, and investment firm statements, helping investigate and resolve variances.
- Prepare presentations, reports, agendas, correspondence, memoranda, proposals, and other documents using Microsoft Office.
- Attend Investment Committee meetings, prepare minutes, and coordinate with the Board Office, committee members, investment managers, and senior staff.
- Oversee administrative operations, including expenses, invoices, packages, mail, meeting rooms, facilities requests, equipment, and office supplies.
Requirements
- Bachelor’s degree or an equivalent combination of education and experience.
- 3–5 years of office management, administrative support, or related experience.
- Strong proficiency in Microsoft Excel, Word, and PowerPoint, plus proficiency with databases and business software.
- Strong verbal and written communication skills and professional phone, email, and executive office etiquette.
- Exceptional organization, attention to detail, judgment, and ability to manage multiple priorities.
- Ability to maintain confidentiality and interact effectively with executives, board members, investment managers, and other stakeholders.
Nice to have
- Experience with investment and accounting terminology.
Culture & Benefits
- Hybrid work schedule based at the National Executive Office in Memphis.
- Medical, dental, and vision insurance plans.
- 401(k) retirement plan with a 7% employer contribution.
- Paid time off, maternity and paternity leave, infertility treatment support, and adoption assistance.
- Education assistance and enterprise learning and development programs.
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