Onsite Investment Operations & IPO Coordinator

Beacon Hill Staffing Group, LLC; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match up to $6,000

PTO

Lunch allowance + catered Fridays

Fully onsite schedule

Job summary

Beacon Hill Staffing Group, LLC seeks an organized Coordinator to support a dynamic investment team focused on IPOs and equity capital markets in New York. The role involves scheduling, project work, data analysis, and close collaboration with senior investment professionals.

The position is fully onsite five days a week with a base salary in the range of $120K-$140K plus discretionary bonus. Ideal candidates have 2+ years in financial services and strong Excel skills.

Qualifications

• Bachelor's degree required.
• 2+ years in financial services, capital markets, investment operations, or related environments.
• Experience supporting client-facing professionals preferred.
• Strong Excel proficiency required.
• Interest in investment management, IPOs, and financial markets.
• Excellent written and verbal communication skills.
• Strong organizational abilities and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical thinking and problem-solving capabilities.
• Experience leveraging AI tools and technology platforms preferred.
• Professional, personable communication style with relationship orientation.
• Curiosity and initiative to learn the business beyond administrative tasks.

Responsibilities

• Provide administrative and project support to investment teams (Primary Strategies and ECM).
• Manage complex calendars, scheduling, and meeting coordination with stakeholders.
• Coordinate travel arrangements, itineraries, and expense reporting.
• Support Head of Trading and investment professionals with day-to-day workflow management.
• Assist with IPO-related projects and research organization.
• Synthesize information and identify updates, deadlines, and priorities for team members.
• Prepare reports, presentations, and supporting documentation.
• Maintain and organize data, spreadsheets, and tracking systems.
• Support client-facing communications and stakeholder interactions.
• Use Excel and AI tools to analyze information and improve operational efficiency.
• Manage special projects and ad hoc initiatives with leadership and business operations teams.

Skills

Client-facing communication

Analytical thinking

Project coordination

Organizational skills

Curiosity/initiative

Problem solving

Adaptability

Data analysis

AI tools proficiency

Education

Bachelor's degree

Tools

Excel

AI tools

Job description

Beacon Hill Staffing Group, LLC seeks an organized Coordinator to support a dynamic investment team focused on IPOs and equity capital markets in New York. The role involves scheduling, project work, data analysis, and close collaboration with senior investment professionals.

The position is fully onsite five days a week with a base salary in the range of $120K-$140K plus discretionary bonus. Ideal candidates have 2+ years in financial services and strong Excel skills.