Investment Team Coordinator — Research, Travel & Meetings

Gresham Partners LLC; 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

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

Job summary

Gresham Partners LLC, a Chicago-based wealth management firm, seeks an Investment Team Coordinator to provide administrative support to the investment group in Chicago. You will research managers, assist with due diligence, and coordinate meetings and travel for team members globally.

Ideal candidates have a basic understanding of investments, strong writing and organizational skills, and a collaborative attitude.

Qualifications

• Bachelor's degree required.
• Minimum of three to five years of administrative experience.
• Investment/financial services experience a plus.
• Strong familiarity with investment concepts.

Responsibilities

• Research, create, maintain and disseminate investment information to the team.
• Assist with manager due diligence and information gathering.
• Assist with planning internal investment meetings.
• Schedule meetings and arrange travel for team members worldwide.
• Coordinate travel and visas for domestic and international trips.
• Maintain CRM and SharePoint for the team.
• Prepare expense reports for team members.
• Handle document and information management tasks.

Skills

Investment concepts familiarity

Writing and editing

Organization and problem solving

Attention to detail

Team player attitude

Independent multitasking

Microsoft Office proficiency

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Adobe Acrobat

Job description

Gresham Partners LLC, a Chicago-based wealth management firm, seeks an Investment Team Coordinator to provide administrative support to the investment group in Chicago. You will research managers, assist with due diligence, and coordinate meetings and travel for team members globally.

Ideal candidates have a basic understanding of investments, strong writing and organizational skills, and a collaborative attitude.