Research Assistant Manager

Summary:

My client, operating in the financial services sector, is in search of an Chief of Staff and Team Assistant. An optimal candidate for this role is a proactive individual, demonstrating a track record of operating independently in a high-paced, dynamic, and challenging setting. This individual will hold a pivotal position in delivering essential administrative and organizational support within this domain, working collaboratively with corporate access specialists and fellow team assistants. The candidate’s profile should include traits such as intellectual curiosity, intuition, meticulous attention to detail, trustworthiness, and an unwavering commitment to the highest ethical standards. Moreover, they should adeptly communicate with internal and external stakeholders in a mature and professional manner, augmenting their value through the adept management of multiple projects simultaneously and exhibiting exemplary follow-through.

Responsibilities:

• Facilitate a substantial number of internal and external meetings.
• Cultivate relationships with broker sales teams and Investor Relations to optimize the planning of meetings and calls.
• Organize calendars by screening for conflicts and ensuring seamless team coordination for meetings.
• Record corporate access and broker interactions systematically in the database.
• Manage travel arrangements, covering flights, hotels, and ground transportation for the team.
• Streamline the process of handling expense reports for the team.
• Foster a foundational understanding of the covered sector.
• Engage actively in weekly team meetings.
• Support the management of the Research Assistants team by providing training, addressing questions, offering mentorship, and conducting performance reviews.

Qualifications and Competencies:

• A Bachelor’s degree is a prerequisite.
• A minimum of 7 years of administrative assistant experience in financial services, including 2 years in a management capacity.
• Proficient in Microsoft Office.
• Strong time management skills, demonstrating the ability to effectively juggle multiple tasks with competing priorities.
• Outstanding organizational skills and meticulous attention to detail.
• Demonstrates a sense of ownership and accountability for one’s work.
• Proactively follows up on details, foresees potential issues, and ensures the completion of all requests.
• Exhibits discretion in handling confidential information while collaborating across various teams and functions.
• Displays mature and robust interpersonal skills, maintaining professional interactions with peers and senior-level management.
• Team-oriented mindset with the capability to work independently.
• Proficient problem-solving skills, coupled with flexibility; may serve as a resource to other administrative staff.
• Excellent grammar, written, and verbal communication skills.
• Possesses a genuine eagerness to learn and contribute to an environment that fosters both short and long-term growth and increased responsibilities.

In accordance with New York City’s Pay Transparency Law, the expected salary range for this role is $150,000 to $200,000.