Administrative Assistant – 75k base with bonus
An established investment management firm is looking for an Administrative Assistant to support the Investment Operations team. They are looking for someone who can successfully manage the intersection of administrative and operational functions and will provide comprehensive, high-level administrative support to members of the team. This position will have a hybrid in-office schedule.
Responsibilities include but are not limited to:
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Process activities/communications received within Research Management System (Dynamo): enriching activities with required attribute tags; downloading documents from investor portals; monitoring unassigned activities and spam folder, managing email “allow” list; administering auto-tagging rules; and ensuring overall timely processing for activities assigned to the IO team
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Directly support efforts to receive ongoing manager and investment transparency reporting/data including the collection of manager AUM and financial statements. Assist with vendor processing of K-1 and other tax documents as necessary
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Assist in the firm’s information outreach campaigns (e.g. mail blasts, valuation campaign)
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Follow established procedures to support IO’s usage of shared workflow tools, including Dynamo (e.g. shared views/workflows) and Last Pass (e.g. shared password creation and maintenance)
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Assist with the implementation of processes/controls and perform data quality reviews to ensure lifecycle data overseen by the team is timely, accurate, and complete. Communicate broadly the status of the data, issues identified, and steps for resolution with clear accountability
Qualifications:
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A minimum of five years of administrative experience is required
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Two years of experience with operational, investment-related processes and data preferred
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Ability to work from our Cambridge, MA, offices at least two days per week
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Proven ability to take initiative and work independently with minimal supervision
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Demonstrated ability to set priorities and multitask under pressure and with frequent interruptions
If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at tfitzgerald@daleyaa.com.
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