Fund Coordinator

New York, NY

Responsibilities

 

  • Review and approve Trustee Reports for funds
  • Generate quarterly letters for funds
  • Coordinate with Analysts to process Amendments..
  • Prepare & edit PowerPoint presentations for investors
  • Prepare, review, correct and edit data reports
  • Coordinate extensive travel arrangements
  • Complete and submit expense reports
  • Maintain calendars and contacts in Microsoft Outlook
  • Set up internal and external meetings
  • Provide phone coverage
  • Provide general administrative support as needed
  • Assist in a wide variety of projects as assigned

 

 

Requirements

 

  • College degree
  • 1-2 years relevant experience
  • Proficiency in Word, Excel and PowerPoint
  • Analytical approach to completing work

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

 

 

Date Posted 9/28/2018
Salary $70,000 + Bonus






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