Coordinator

Beacon Hill Staffing Group, LLC; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match up to $6,000

PTO

Lunch allowance + catered Fridays

Fully onsite schedule

Job summary

Beacon Hill Staffing Group, LLC seeks an organized Coordinator to support a dynamic investment team focused on IPOs and equity capital markets in New York. The role involves scheduling, project work, data analysis, and close collaboration with senior investment professionals.

The position is fully onsite five days a week with a base salary in the range of $120K-$140K plus discretionary bonus. Ideal candidates have 2+ years in financial services and strong Excel skills.

Qualifications

• Bachelor's degree required.
• 2+ years in financial services, capital markets, investment operations, or related environments.
• Experience supporting client-facing professionals preferred.
• Strong Excel proficiency required.
• Interest in investment management, IPOs, and financial markets.
• Excellent written and verbal communication skills.
• Strong organizational abilities and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical thinking and problem-solving capabilities.
• Experience leveraging AI tools and technology platforms preferred.
• Professional, personable communication style with relationship orientation.
• Curiosity and initiative to learn the business beyond administrative tasks.

Responsibilities

• Provide administrative and project support to investment teams (Primary Strategies and ECM).
• Manage complex calendars, scheduling, and meeting coordination with stakeholders.
• Coordinate travel arrangements, itineraries, and expense reporting.
• Support Head of Trading and investment professionals with day-to-day workflow management.
• Assist with IPO-related projects and research organization.
• Synthesize information and identify updates, deadlines, and priorities for team members.
• Prepare reports, presentations, and supporting documentation.
• Maintain and organize data, spreadsheets, and tracking systems.
• Support client-facing communications and stakeholder interactions.
• Use Excel and AI tools to analyze information and improve operational efficiency.
• Manage special projects and ad hoc initiatives with leadership and business operations teams.

Skills

Client-facing communication

Analytical thinking

Project coordination

Organizational skills

Curiosity/initiative

Problem solving

Adaptability

Data analysis

AI tools proficiency

Education

Bachelor's degree

Tools

Excel

AI tools

Job description

Our client is seeking a highly organized, proactive Coordinator to support a dynamic investment team within a rapidly growing hedge fund. This is a high-exposure investment support and operations role working closely with the Head of Trading, analysts, and investment professionals focused on IPOs and equity capital markets activity. The ideal candidate is intellectually curious, client-facing, and eager to learn the investment process while serving as a strategic partner across scheduling, projects, data analysis, and workflow management.

Hours are generally 8:00/8:30am-5:30/6:00pm with flexibility for overtime as needed, and the role is fully onsite five days per week.

Key Responsibilities

• Provide administrative and project support to the Primary Strategies and ECM teams
• Manage complex calendars, scheduling, and meeting coordination across internal and external stakeholders
• Coordinate travel arrangements, itineraries, and expense reporting
• Support the Head of Trading and investment professionals with day-to-day workflow management
• Assist with IPO-related projects, research organization, and investment team coordination
• Synthesize information and help identify relevant updates, deadlines, and priorities for team members
• Prepare reports, presentations, meeting materials, and supporting documentation
• Maintain and organize data, spreadsheets, and tracking systems
• Support client-facing communications and stakeholder interactions
• Utilize Excel and AI tools to analyze information and improve operational efficiency
• Manage special projects and ad hoc initiatives as requested
• Partner closely with leadership and business operations teams to ensure seamless execution

Qualifications

• Bachelor's degree required
• 2+ years of professional experience in financial services, capital markets, sales & trading, investment operations, executive support, consulting, or related environments
• Experience supporting client-facing professionals strongly preferred
• Strong Excel proficiency required
• Interest in investment management, capital markets, IPOs, and financial markets
• Excellent written and verbal communication skills
• Strong organizational abilities with exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong analytical thinking and problem-solving capabilities
• Experience leveraging AI tools and technology platforms preferred
• Professional, personable, and relationship-oriented communication style
• Curiosity, initiative, and desire to learn the business beyond administrative responsibilities

Compensation/Benefits

• $120K-$140K base salary + discretionary annual bonus
• Medical, dental, and vision coverage
• 401(k) with dollar-for-dollar match up to $6,000 annually
• PTO package
• Complimentary daily lunch allowance + catered Friday breakfasts
• Fully onsite schedule (5 days per week)

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.