Investment Team Operations Coordinator

Gresham Partners; 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

401(k) Employer Match

Education Reimbursement Programs

Vacation & Sick Days

Job summary

Gresham Partners LLC, a Chicago-based wealth management firm, is seeking an Investment Team Coordinator to provide administrative support to the investment group, research managers, and coordinate travel and meetings for the team across the globe.

The ideal candidate has a basic understanding of investments, strong writing and organizational skills, and 3–5 years of relevant administrative experience. The role is based in downtown Chicago with extensive collaboration across the firm.

Qualifications

• Bachelor's degree required and administrative experience is preferred.
• Strong familiarity with investment concepts is a plus and a passion to learn.

Responsibilities

• Research, create, maintain and disseminate relevant investment information to the team.
• Assist with manager due diligence, including gathering information from third parties and monitoring progress.
• Plan internal investment focused meetings and coordinate travel for team members.
• Coordinate travel, visas and passports for international and domestic trips.
• Build and manage CRM and SharePoint efforts; support document management and reporting.

Skills

Investment concepts

Written communication

Organizational skills

Multitasking

Administrative coordination

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Adobe Acrobat

Job description

Gresham Partners LLC, a Chicago-based wealth management firm, is seeking an Investment Team Coordinator to provide administrative support to the investment group, research managers, and coordinate travel and meetings for the team across the globe.

The ideal candidate has a basic understanding of investments, strong writing and organizational skills, and 3–5 years of relevant administrative experience. The role is based in downtown Chicago with extensive collaboration across the firm.