Project Assistant (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Project Assistant (Finance): Providing administrative and project support for the Global Investor Forum and investment leadership with an accent on research report generation and operational coordination. Focus on managing complex calendars, coordinating global travel, and utilizing market data tools to support equity investor engagement.
Location: Hybrid in Houston, Texas (Must spend at least four full days each week in the office)
Company
is one of the world’s leading independent global investment firms dedicated to providing a wide range of investment strategies and vehicles to clients worldwide.
What you will do
- Support Global Investor Forum (GIF) activities and the GIF Operating Team.
- Assist the Investments Project Manager and Global Head of Investor Engagement with various project execution tasks.
- Generate timely research reports using market data service applications and Microsoft Excel.
- Manage calendars, coordinate travel arrangements, and process expense reports for assigned team members.
- Prepare materials for internal meetings, client presentations, and board presentations.
- Oversee office logistics, including ordering supplies and organizing meeting catering.
Requirements
- Must be based in Houston, Texas, and comply with the 4-day-per-week in-office requirement.
- 2+ years of administrative or professional office experience.
- Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat.
- Proven ability to multi-task under pressure with strong organizational skills.
- Ability to communicate effectively with all levels of the organization.
- Bachelor’s Degree preferred.
Nice to have
- Prior experience in project management.
- Curiosity and willingness to become proficient with AI-driven investment research tools.
Culture & Benefits
- Hybrid work schedule.
- Flexible paid time off.
- 401(K) matching of 100% up to the first 6% plus discretionary supplemental contributions.
- Comprehensive health and wellbeing benefits.
- Parental leave and employee stock purchase plan.
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