INVESTMENT TEAM COORDINATOR

BNG Consulting, Inc.; Boston (MA); Hybrid; USD 75,000 - 105,000; Full time

Job summary

BNG Consulting, Inc. in Boston seeks an Investment Team Coordinator to support a group of investment professionals in a fast-paced, high-performance environment. This is not a traditional one-on-one EA role but a shared administrative position.

You will manage calendars, travel, invoices, and fund-related information, with Bloomberg experience a plus. The role offers a hybrid schedule, competitive base salary of 75,000–105,000 USD, and a comprehensive benefits package.

Qualifications

• 4+ years of experience in executive or team support roles.
• Experience supporting senior-level professionals in a fast-paced environment.
• Strong organizational skills with attention to detail.

Responsibilities

• Manage shared team inboxes and respond to high-volume requests.
• Coordinate complex calendars, meetings, and events.
• Arrange domestic and international travel and expense reports.
• Process invoices and collaborate with Accounting and investment professionals.
• Gather and distribute earnings, financial statements, and time-sensitive information.
• Assist with research using financial databases; Bloomberg experience is a plus.
• Maintain contacts, databases, and team resources.
• Prepare correspondence and meeting materials.
• Provide backup support across the administrative team.
• Look for ways to improve processes and create efficiencies.

Skills

Executive Assistant experience

Team/Administrative support

Outlook

Excel

Communication

Tools

Outlook

Excel

PowerPoint

Word

Job description

A well-established Boston investment firm is looking for an experienced Investment Team Coordinator to join a collaborative team supporting a group of investment professionals. This is a great opportunity for a seasoned administrative professional who enjoys working in a fast-paced, high-performance environment and being an integral part of a team.

This is not a traditional one-on-one Executive Assistant role. You will provide shared administrative and operational support to professionals at all levels, helping manage priorities and ensuring the team has seamless day-to-day coverage.

Key Responsibilities

• Manage shared team inboxes and respond to high-volume requests with accuracy and urgency.
• Coordinate complex calendars, meetings, conference calls, conferences, and industry events.
• Arrange domestic and international travel, itineraries, and expense reports.
• Process invoices and expenses and work closely with Accounting and investment professionals.
• Gather and distribute earnings, financial statements, news, and other time-sensitive investment information.
• Assist with research and information gathering using financial databases and platforms; Bloomberg experience is a plus.
• Maintain contacts, databases, files, watch lists, and other team resources.
• Prepare correspondence and meeting materials as needed.
• Provide backup support across the administrative team and jump in wherever help is needed.
• Look for ways to improve processes and create efficiencies across the team.

What We’re Looking For

• 4+ years of experience in Executive Assistant, Team Assistant, Administrative, or similar support roles.
• Experience supporting senior-level professionals in a fast-paced environment.
• Strong Outlook and Excel skills; proficiency with Word and PowerPoint.
• Excellent organizational skills and exceptional attention to detail.
• Experience with complex scheduling, travel, expenses, and competing priorities.
• Financial services experience is helpful but not required.
• Strong communication skills and professional discretion.
• A collaborative, low-ego, team-first attitude.
• Someone who is comfortable working behind the scenes, staying organized under pressure, and understanding that no task is too big or too small.

Why Consider This Opportunity?

You’ll work closely with a sophisticated investment team and gain exposure to the financial markets while being part of a highly collaborative support group. The environment is professional and focused, with people who value reliability, flexibility, and teamwork.

Schedule: Hybrid — generally 3 days in the Boston office, with rotating Friday coverage and occasional additional in-office days based on business needs.

Compensation: $75,000–$105,000 base salary + performance bonus and comprehensive benefits.