web analytics

Research Admin Assistant

Taylor Hodson

Research Admin Assistant

Privately owned midtown investment firm, 50+ years old. This is a 15 person, very collegial family office.

Hrs. 9-6 on a 3/2 hybrid model with flexibility to come to the office when needed.

Exposure to Japanese language a plus. College and Financial background a plus. Analytical and tech skills. Strong Excel. Personable, professional, team support for senior analysts as well as junior analysts. Database management and research skills. Experience with Bloomberg a plus. Smart, excited about the team admin support role. Excellent communications and writing skills.

$95-115K base, bonus potential 15-25% EA to Team of 3/4 Senior and Junior Research Analysts

  • Support team of three investment analysts – with possible addition of a 4th team member to support
  • Responsibilities include
  • Calendar management
  • Expense reporting
  • Meeting preparation
  • This is the most important part of the job
  • Analysts have busy meeting calendars that require extensive preparation of advance materials. Meeting prep materials consist primarily of financial data on the companies visited
  • Financial data is sourced from Bloomberg, company websites, and Joho’s proprietary databases
  • Intermediate excel skills required. Bloomberg experience preferred.
  • Bachelor degree and professional office experience required. Experience or coursework in financial accounting or financial analysis preferred.
  • Update proprietary financial models, screeners and databases
  • International and domestic travel planning
  • Electronic filing
  • Additional investment research opportunities available depending on skill and interest of the candidate

Expected salary: $95000 per year USD

Job date: Sat, 25 Jun 2022 22:36:13 GMT

Research Admin Assistant

To apply for the job click here

Research Admin Assistant

To apply for the job click here

Contact us

Taylor Hodson

Related Jobs