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Investment Assistant

Description

Investment Assistant





Investment Assistant





Investment Assistant



Downtown foundation is seeking a long-term Investment Assistant.  Assignment could last 1 year Pay rate is $16-18/hour. 


Will be responsible for the day-to-day support operations of the Investment and Finance team. The position will be exposed to all facets of the investment process of the foundation as well as the additional accounting and grant making operations of the organization. The position will be on the front line of the organization relative to coordinating and documenting the various relationships managed and established by the department. This person will be working closely with the members of the Investment Office to schedule appointments, coordinate travel and manage the data of the one billion dollars in invested assets.



Primary Duties and Responsibilities



Investment database maintenance and data entry


Investment contact data entry


Scheduling and preparation for investment and finance related meetings, including the following board committees: Finance, Audit, Investment and Retirement


Capital call preparation and transaction entry into investment accounting system


Investment documentation preparation and file management for both direct investment relationships and third-party investment manager relationships


Shared departmental duties, including fund statement mailings and postage management


Fund file preparation


Finance and Investment Department receptionist, including shared front desk backup




Key Skills and Abilities



Strong written and verbal communications skills


Attention to detail


Flexible, responsive, and collaborative work style with a strong service mentality


Basic understanding of asset management and accounting concepts


Experience with Microsoft Office suite and proficiency with Excel


Experience with data reporting and analysis




Qualifications and Experience



Experience working in a support role within an investment office, either for an institution or an investment advisory firm.


Demonstrated knowledge of investment industry terms and operations.


Experience with investment or financial data systems preferred.


A passion for the institutional stewardship of community focused assets.



If you have the above listed experience and qualifications please reply to Job 30242.  Email: [Click Here to Email Your Resumé]. Only those candidates for further consideration will be contacted.
Investment Assistant





Investment Assistant



Requirements



Investment Assistant





Key Skills and Abilities



Strong written and verbal communications skills


Attention to detail


Flexible, responsive, and collaborative work style with a strong service mentality


Basic understanding of asset management and accounting concepts


Experience with Microsoft Office suite and proficiency with Excel


Experience with data reporting and analysis




Qualifications and Experience



Experience working in a support role within an investment office, either for an institution or an investment advisory firm.


Demonstrated knowledge of investment industry terms and operations.


Experience with investment or financial data systems preferred.


A passion for the institutional stewardship of community focused assets.

Related terms:  executive administrative assistant, executive secretary, secretarial, senior administrative assistant, sr admin asst, exec admin asst, office administrator, administrative support, office support, computer skills, pc skills, Word, Excel, word processor, word processing, spreadsheet.





Investment Assistant



Job Snapshot

Location US-PA-Pittsburgh
Employment Type Full-Time
Pay Type Hour
Pay Rate $16.00 - $18.00 /Hour
Store Type Admin - Clerical, Customer Service, Finance
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Company Overview

Stivers Staffing Services

In 1945, Clifford L. Stivers founded a temporary help company to meet the growing demand for temporary clerical services in Chicago. A pioneer in the temporary services industry, Stivers devised his own system of testing skills, hired a statistician to validate test scores, and instituted the concept of quality control. Stivers established branch offices on both coasts in the 1950's, and has gradually added offices in major cities in the United States and Canada. Learn More

Contact Information

US-PA-Pittsburgh
Stivers Staffing
Snapshot
Stivers Staffing Services
Company:
US-PA-Pittsburgh
Location:
Full-Time
Employment Type:
Hour
Pay Type:
$16.00 - $18.00 /Hour
Pay Rate:
Admin - Clerical, Customer Service, Finance
Store Type:

Description

Investment Assistant





Investment Assistant





Investment Assistant



Downtown foundation is seeking a long-term Investment Assistant.  Assignment could last 1 year Pay rate is $16-18/hour. 


Will be responsible for the day-to-day support operations of the Investment and Finance team. The position will be exposed to all facets of the investment process of the foundation as well as the additional accounting and grant making operations of the organization. The position will be on the front line of the organization relative to coordinating and documenting the various relationships managed and established by the department. This person will be working closely with the members of the Investment Office to schedule appointments, coordinate travel and manage the data of the one billion dollars in invested assets.



Primary Duties and Responsibilities



Investment database maintenance and data entry


Investment contact data entry


Scheduling and preparation for investment and finance related meetings, including the following board committees: Finance, Audit, Investment and Retirement


Capital call preparation and transaction entry into investment accounting system


Investment documentation preparation and file management for both direct investment relationships and third-party investment manager relationships


Shared departmental duties, including fund statement mailings and postage management


Fund file preparation


Finance and Investment Department receptionist, including shared front desk backup




Key Skills and Abilities



Strong written and verbal communications skills


Attention to detail


Flexible, responsive, and collaborative work style with a strong service mentality


Basic understanding of asset management and accounting concepts


Experience with Microsoft Office suite and proficiency with Excel


Experience with data reporting and analysis




Qualifications and Experience



Experience working in a support role within an investment office, either for an institution or an investment advisory firm.


Demonstrated knowledge of investment industry terms and operations.


Experience with investment or financial data systems preferred.


A passion for the institutional stewardship of community focused assets.



If you have the above listed experience and qualifications please reply to Job 30242.  Email: [Click Here to Email Your Resumé]. Only those candidates for further consideration will be contacted.
Investment Assistant





Investment Assistant



Requirements



Investment Assistant





Key Skills and Abilities



Strong written and verbal communications skills


Attention to detail


Flexible, responsive, and collaborative work style with a strong service mentality


Basic understanding of asset management and accounting concepts


Experience with Microsoft Office suite and proficiency with Excel


Experience with data reporting and analysis




Qualifications and Experience



Experience working in a support role within an investment office, either for an institution or an investment advisory firm.


Demonstrated knowledge of investment industry terms and operations.


Experience with investment or financial data systems preferred.


A passion for the institutional stewardship of community focused assets.

Related terms:  executive administrative assistant, executive secretary, secretarial, senior administrative assistant, sr admin asst, exec admin asst, office administrator, administrative support, office support, computer skills, pc skills, Word, Excel, word processor, word processing, spreadsheet.





Investment Assistant



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