Investment Coordinator

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 was founded to set a new standard in search, career placement and flexible staffing. Our client is seeking a highly organized, proactive Investment Coordinator to support Portfolio Managers and investment teams within a leading global multi-strategy investment firm. This is a strategic investment team support role focused on corporate access, research coordination, stakeholder management, scheduling, and operational execution. The ideal candidate is resourceful, relationship-oriented, and enjoys serving as a key connector between investment professionals, research providers, corporate management teams, and internal business partners.

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.

Key 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 closely with Broker Relations and Corporate Access teams to maximize access to differentiated 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 all meetings and engagements adhere to firm policies and regulatory requirements

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
• Excellent interpersonal and relationship-building skills
• Strong organizational abilities with exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills
• Proactive, solutions-oriented mindset with excellent follow-through
• Experience coordinating meetings, travel, events, and executive schedules
• Understanding of investment management, research, corporate access, or capital markets environments is a plus
• Ability to work collaboratively across multiple stakeholder groups

Compensation/Benefits:

• Up to $115K base salary + discretionary annual bonus
• Medical coverage through PPO and HSA plan options
• Free dental and vision coverage
• 401(k) with employer match
• Generous PTO package
• Complimentary lunch provided when onsite
• Hybrid schedule (4 days onsite, 1 remote)
• Opportunity to support incoming Portfolio Managers and help build long-term investment team relationships

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.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you. Beacon Hill. Employing the Future (TM)