Investment Team Support Specialist
1 month ago
Balyasny Asset Management L.P. is a global investment firm with over $21 billion in assets under management.
Job OverviewWe are seeking an experienced Investment Coordinator to provide day-to-day support for our portfolio management and analyst teams. This role will be responsible for managing calendars, travel arrangements, expenses, and other miscellaneous tasks.
Key Responsibilities- Manage calendar, travel, expenses, and other asks for PM and analyst teams
- Process visa applications, medical claims, relocation arrangements, and expenditures
- Maintain critical reporting systems within the Broker Relations Group
- Process accurate and timely expense reports
- Provide bespoke reporting and calendar updates for PM and teams
- Daily and weekly review of team calendars to ensure they are aware of upcoming meetings
- Complete ad-hoc requests for the Broker Relations team
- Work with Compliance to ensure policy adherence, meeting clearance, and approvals
- Tag post-meeting notes for Compliance in Idea Tracker
- Execute corporate access and sell-side meeting arrangements
- Track non-deal roadshows, conference meetings, events, and earnings calls
- Schedule management calls for PM teams using BAM systems
- Request conference meetings and confirm schedules with the Broker Relations team
- Gather and print models, transcriptions, and company presentations
- Corporate Access knowledge
- Collaborative team player
- Analytical thinker
- Equity Capital Markets knowledge
- Strong written and verbal communication skills
- Microsoft Office Suite proficiency
$120,000 - $180,000 per annum, depending on experience.
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