Administrative Coordinator - Investment Team

Gresham Partners; Chicago (IL); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Employer Paid Life Insurance

Employer Paid Short Term Disability

401(k) Employer Match

Education Reimbursement Programs

Vacation & Sick Days

Job summary

Gresham Partners LLC, a Chicago-based wealth management firm, is seeking an Investment Team Coordinator to provide administrative support to the investment group, research managers, and coordinate travel and meetings for the team across the globe.

The ideal candidate has a basic understanding of investments, strong writing and organizational skills, and 3–5 years of relevant administrative experience. The role is based in downtown Chicago with extensive collaboration across the firm.

Qualifications

• Bachelor's degree required and administrative experience is preferred.
• Strong familiarity with investment concepts is a plus and a passion to learn.

Responsibilities

• Research, create, maintain and disseminate relevant investment information to the team.
• Assist with manager due diligence, including gathering information from third parties and monitoring progress.
• Plan internal investment focused meetings and coordinate travel for team members.
• Coordinate travel, visas and passports for international and domestic trips.
• Build and manage CRM and SharePoint efforts; support document management and reporting.

Skills

Investment concepts

Written communication

Organizational skills

Multitasking

Administrative coordination

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Adobe Acrobat

Job description

Founded in 1997, Gresham Partners LLC is a Chicago-based wealth management firm managing $13.8 billion in investments for a select group of ultra-high-net-worth families nationwide. The firm is distinguished by its independent thinking, investment strategy, and performance outcomes. Gresham’s investment success is driven by sourcing and vetting less traditional investment solutions across both public and private markets. The investment team coordinator provides administrative support for the investment team by researching managers, executing investment-specific projects, scheduling meetings and arranging travel. The coordinator is an integral and active part of the core team, participating in meetings and other activities. The ideal candidate will have a basic understanding of investments and a passion to learn, along with a strong support mindset. The coordinator’s role will be based in Chicago.

Responsibilities

• Research, create, maintain and disseminate relevant investment information to the team
• Assist with manager due diligence, including gathering information from third parties, organizing information received, and closely monitoring progress/outstanding items
• Assist with planning internal investment focused meetings
• Communicate professionally with external parties to successfully plan, organize and schedule appointments for members of the team across the globe
• Work with other coordinators in division of responsibilities
• Assist or take lead on internal projects
• Build out and manage the team’s CRM and SharePoint efforts
• Coordinate document and information management tasks that add value for the team
• Complete other projects or assignments as they occur, including multiple projects simultaneously
• Manage logistical arrangements of the team, including business travel (both international and domestic, often multi-city), manage visa and passport renewals, address last minute travel changes and coordinate travel schedules with other members of the firm
• Utilize and maintain members’ frequent travel accounts (e.g., air, hotel, rental car)
• Prepare and submit expense reports for team members

Education, Experience and Skills

• Bachelor's degree required
• Minimum of three to five years of relevant administrative experience
• Investment and/or financial services industry experience a plus
• Strong familiarity with, and interest in, investment concepts
• Excellent writing, editing, and verbal skills
• Outstanding organizational, decision-making and problem-solving skills
• Displays consistent, high attention to detail, accuracy and thoroughness
• Demonstrated team player with a positive can-do attitude
• Ability to work independently, multitask and prioritize based on urgency of assignments
• Proficient with Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat and other software
• Flexibility to respond to emails before/after hours and/or on weekends, particularly when members of the team are traveling overseas and/or when applicable
• Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
• Employer Paid Life Insurance
• Employer Paid Short Term Disability
• Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
• 401(k) & Employer Match
• 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
• Education Reimbursement Programs
• Salary Range: $70,000-$80,000

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the duties and responsibilities of this job.

Must be able to:

• Remain stationary for reasonable periods of time typing and/or reading at a computer
• Move around an office environment during a workday
• Work in-person in downtown Chicago
• Communicate with employees, clients, and/or vendors by telephone and in person
• Process transactions on a computer
• Sustain mental/visual attention for reasonable periods of time

Reasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.