Administrative Assistant - Private Investments - Cedar Pine, LLC

Overview

The Administrative Assistant – Private Investments will be an integral member of the Cedar Pine team. This individual will coordinate activities across corporate functions, build and execute key internal processes for organizing information, managing relationships, and tracking investment performance. This position requires exceptional organizational skills, attention to detail, and the ability to handle sensitive information with discretion. This position reports directly to the COO.

Cedar Pine has a hybrid in-office work policy, which requires three days per week on-site in Northbrook.

Responsibilities 

• Coordinate activities across departments (investment, legal/compliance, finance, and executive teams) and ensure a fluid execution of multiple processes including:
  • Agenda development and management for weekly Investment Team meetings and recording of minutes during those meetings.
  • Capture tasks and actions, scheduling and documentation of tasks, and management of deadlines.
  • Coordinate with the legal and finance department to ensure completion of transaction-related documents.
  • Verify all internal requirements are satisfied in investment closing processes to ensure adherence to company best practices.
  • Improve and document investment processes and workflow status.
  • Organize file storage and investment reporting materials across existing investment portfolios.
• Manage the CRM platform (DealCloud) including:
  • Recording and updating the platform with investment activities.
  • Generating internal monthly, quarterly, and annual reports.
  • Executing queries within the platform for analysis and insights.
• Administrative support functions including:
  • Anticipate meeting needs including reviewing and securing options for space, technology resources, food and beverage service, providing guest access to the building, and hosting arrivals.
  • Calendar management and travel arrangements for team-related meetings.
  • Provide operational support and special projects for Vice President, Investments and Managing Director.
  • Act as a liaison between the investment team and other departments, ensuring effective communication and collaboration.
  • Liaise with clients, portfolio companies, service providers and other Family Offices.
  • Act as backup support for any additional office needs for other Senior Leadership members.
  • Handle routine correspondence and communications on behalf of the executive office.

Qualifications & Skills

• A Bachelor’s degree in a related field.
• 1-4 years of experience as an administrative professional, with a preference on hedge fund, private equity, or wealth management industry.
• Detail-oriented and comfortable working in a fast-paced, unstructured office environment.
• Strong organizational and time-management skills.
• Ability to handle multiple tasks while properly prioritizing urgent and high-impact work.
• Initiate and proactively seek continual improvement on processes.
• Proficiency in MS Office (Outlook, Word, PowerPoint, and Excel), Windows, Adobe Pro and CRM Platforms.

About Cedar Pine

Cedar Pine is a private investment firm specializing in strategic, long-term assets. The team strives to create value by applying and building on decades of unique expertise as operators and investors in healthcare, finance, and real estate. Cedar Pine is not an investment adviser and does not accept outside capital.