Principal Responsibilities:

• Partners with assigned investment professional to perform a variety of specialized duties, which may be complex in nature. Understands their business needs; works proactively to meet those needs while following department procedures and guidelines.
• Comprehends the companies and industries being followed by assigned investment personnel and independently works to streamline and minimize administrative burden on the investment professional.
• Understands and masters all department systems, databases, and research tools to ensure smooth and efficient department operations.
• Gathers research/data for presentation material, organizes travel for company visits, conferences and marketing trips and processes expense requests in a timely manner.
• Collaborates with the senior office associate to assist with administrative procedures and performs a variety of specialized duties which can be confidential in nature and require knowledge or understanding of department operations.
• Ensures external and internal communication, documents and materials are accurate and error free.
• Consistently looks for ways to improve various department processes and procedures to ensure efficiency.
• Performs additional responsibilities as requested.

Qualifications:

• Bachelor's Degree in any discipline
• Minimum five years administrative experience, preferable in the Financial Services Industry but not limited.
• Corporate Access (Planning and arranging Conference /Bespoke trips) would be good to have.
• Meticulous, an enthusiastic problem-solver, exercises good time-management with excellent calendar management skills.
• Excellent interpersonal, communication and analytical skills.
• Able to multi-task and is flexible to change priorities as needed to attend to more urgent and important tasks.
• An initiator who can work independently at the same time collaborates well with the team.
• Advanced computer skills including Microsoft Outlook and Word, Excel, Power Point, & Access (SharePoint).
• Experience with travel (Flights, hotels, train, and rental car, etc.) and expense management (Concur system), video conferencing equipment (Zoom, TEAMS, Webinar, etc).

Rupa Kankariya EA License No. 02C3423 Personnel Registration No. R1441955

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