Administrative Assistant, Investor Relations - Elite Placement Group, Inc.
Darien, CT 06820
About the Job
Key Responsibilities
Administrative Support
Education and Experience
Administrative Support
- Provide day-to-day administrative support to the Investor Relations team, including calendar management, meeting coordination, and travel arrangements.
- Assist with organizing investor meetings, events, and conference calls, ensuring all logistics are flawlessly executed.
- Process expense reports, track budgets, and support invoice management.
- Design, edit, and enhance investor presentation materials in PowerPoint, ensuring they are visually compelling, accurate, and aligned with brand standards.
- Collaborate with the IR team to develop templates and streamline presentation workflows for various investor communications.
- Take ownership of the organization of DDQs
- Work closely with internal teams to collect and verify information, ensuring responses are accurate and up-to-date.
- Maintain a centralized repository of DDQ responses, updating it regularly to reflect the firm's latest data, achievements, and metrics.
- Maintain investor databases and contact lists, ensuring accurate and up-to-date information.
- Organize and archive investor communications, reports, and meeting notes for easy access.
- Assist in drafting and formatting documents such as investor letters and periodic updates.
- Act as the primary liaison for scheduling and communication between the IR team, investors, and other stakeholders.
- Support the planning and execution of investor conferences, annual meetings, and webinars.
Education and Experience
- Bachelor's degree preferred or equivalent work experience.
- 3+ years of experience in an administrative or investor relations support role, ideally within private equity, asset management, or a similar financial services industry.
- Advanced proficiency in Microsoft PowerPoint and Excel.
- Familiarity with CRM systems (e.g., Salesforce) and data management tools is a plus.
- Strong organizational skills and meticulous attention to detail.
- Ability to prioritize and manage multiple tasks under tight deadlines.
- Excellent written and verbal communication skills.
- Professional demeanor with the ability to interact confidently with senior executives, investors, and external stakeholders.
- Self-starter with a proactive, problem-solving approach.
Source : Elite Placement Group, Inc.