Investment Coordination Specialist (Hybrid)

Beacon Hill Staffing Group, LLC; New York (NY); Hybrid; USD 104,000 - 127,000; Full time

Benefits offered by this job

Medical + HSA

Dental & Vision

401(k) match

PTO

Lunch provided

Hybrid schedule

Job summary

Beacon Hill Staffing Group, LLC is seeking a highly organized Investment Coordinator to support Portfolio Managers and investment teams within a leading global multi-strategy investment firm. The role focuses on corporate access, research coordination, stakeholder management, scheduling and operational execution.

Hours are generally 8:00am-5:00pm with flexibility as needed, and the role follows a hybrid schedule with four days onsite and one day remote.

Qualifications

• Bachelor's degree required.
• 3-4+ years of administrative, coordinator, executive support, corporate access, or related experience.
• Strong interest in supporting investment professionals for the long term.

Responsibilities

• Serve as a strategic partner to Portfolio Managers and investment teams.
• Coordinate corporate access opportunities, management meetings, industry events, conferences, and expert network engagements.
• Manage complex scheduling and logistics for investment professionals.
• Coordinate domestic and international travel arrangements and related logistics.
• Maintain and update investment team coverage universes and research activity trackers.
• Collaborate with Broker Relations and Corporate Access teams to maximize access to insights and opportunities.
• Build and maintain relationships with research providers, investor relations contacts, corporates, and external partners.
• Track and distribute research materials, presentations, earnings-related information, and event resources.
• Measure and report on utilization and effectiveness of research and corporate access activities.
• Maintain systems for tracking meetings, events, and investment team interactions.
• Support expense management and operational workflows.
• Partner with Compliance to ensure meetings adhere to firm policies and regulatory requirements.

Skills

Administrative support

Executive scheduling

Corporate access

Travel coordination

Education

Bachelor's degree

Job description

Beacon Hill Staffing Group, LLC is seeking a highly organized Investment Coordinator to support Portfolio Managers and investment teams within a leading global multi-strategy investment firm. The role focuses on corporate access, research coordination, stakeholder management, scheduling and operational execution.

Hours are generally 8:00am-5:00pm with flexibility as needed, and the role follows a hybrid schedule with four days onsite and one day remote.