Senior Administrative Assistant – Investment Management

Location: Boston, MA

We are seeking an experienced Senior Administrative Assistant to join the investment support team of a highly regarded investment management firm in Boston. This position supports multiple investment teams and is ideal for an administrative professional who thrives in a fast-paced, collaborative environment and enjoys providing high-level support to investment professionals.

The successful candidate will be highly organized, detail-oriented, proactive, and comfortable managing multiple priorities. This is a true administrative support position offering exposure to a dynamic investment environment and a broad range of responsibilities.

Key Responsibilities

Manage complex scheduling across multiple calendars, including meetings, conference calls, conferences, and industry events
Coordinate complex domestic and international travel arrangements from initial planning through trip completion
Prepare and process expense reports and assist with invoice processing
Manage and monitor multiple investment-team inboxes, ensuring appropriate coverage and timely responses
Maintain company databases, contacts, filing systems, and other administrative processes
Track and distribute earnings information, news alerts, financial statements, and other investment-related information
Collect and distribute relevant company, market, and industry research
Draft correspondence and provide day-to-day administrative support to investment professionals
Collaborate with administrative team members to provide seamless coverage across investment teams
Assist with ad hoc projects and identify opportunities to improve administrative processes and efficiencies

Qualifications

Undergraduate degree or equivalent experience
4+ years of professional administrative support experience in a fast-paced environment
Financial services, investment management, or real estate industry experience preferred
Previous experience supporting senior investment professionals preferred
Strong organizational, prioritization, and problem-solving skills
Excellent attention to detail and accuracy
Strong written and verbal communication skills
Intermediate to advanced proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
Ability to work independently while collaborating effectively within a larger team
Ability to manage multiple priorities and deadlines simultaneously
Flexible and proactive approach with the ability to adapt to changing business needs

Private Equity

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