Team Coordinator jobs in United States
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TIG Advisors, LLC · 1 month ago

Team Coordinator

AlTi Tiedemann Global is a NASDAQ listed global wealth and alternatives manager seeking a highly organized and proactive Team Coordinator to support the investment team. The role involves conducting research, managing meetings, and providing administrative support to ensure the team's objectives are met in a fast-paced environment.

Financial Services

Responsibilities

Generate daily equities & shareholder research for Portfolio Manager, utilizing multiple research platforms, including Bloomberg, Reuters, company investor relations and government websites
Conduct comprehensive research using various resources to support the team’s decision-making and the fund strategy
Pull and analyze relevant research reports
Timely flag important news and research that pertains to the teams objectives
Maintain an updated list of securities the team is tracking and provide updates
Proactively develop strong working partnerships with institutional research sales coverage to remain knowledgeable of upcoming global events/conferences
Liaise intra-day research and updates
Serve as the point of contact to sell-side coverage
Work with the Operations, Investor Relations and Compliance teams to successfully address team objectives and facilitate the day-to-day operations of the fund
Serve as the desk’s point of contact for all office coordination, including, placing supply orders, coordinating group lunches and liaising with back office on invoice processing, third party vendor billing, research subscription renewals and shareholder proxy coordination
Sort through and identify relevant sell-side events and conferences
Stay up to date on company, industry and regulatory conferences and events of relevance to the portfolio
Precise event record-keeping (updating the team on any changes)
Requesting and coordinating meetings and calls with sell-side sales coverage
Meticulous maintenance of team Outlook calendar (heavy meeting scheduling)
Tracking company earnings, shareholder meetings and analyst calls relevant to the portfolio (ensure the team is aware ahead of time) Coordinating domestic/International travel logistics
Maintain team databases and document archives, monthly investor meeting data, new deal folders and shareholder materials library
Work with and build relationships with outside consultants
Flag important emails (both for the investment team and Portfolio Manager)
Team Expense Reports
Light personal calendar maintenance for the Portfolio Manager
Ensure the team and Portfolio Manager are aware of calendar items in a timely manner
Acute problem-solving on behalf of the team and Portfolio Manager

Qualification

Research analysisCalendar managementMicrosoft Office proficiencyInterpersonal skillsProblem-solvingTeam coordinationAttention to detailAdaptability

Required

Detail-oriented self-starter with adaptability to changing priorities/tasks
Interest and enthusiasm for learning about the financial markets and industry trends
Strong interpersonal and communication skills—strong aptitude for building and maintaining relationships
High attention to detail and a proactive approach to problem-solving (acute ability to anticipate needs/problems before they arise)
Multi-tasking skills
Proven experience as a coordinator or similar administrative role
Ability to work effectively in a fast-paced and dynamic environment
Proficiency in Microsoft Office applications and other relevant software
Bachelor's degree in business, finance or other related fields is a plus

Benefits

A generous employee benefits package
Eligible to receive a discretionary bonus

Company

TIG Advisors, LLC

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TIG Advisors is a subsidiary of AlTi Tiedemann Global.

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
Kudu Investment Management
2018-10-31Private Equity

Leadership Team

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Barbara Warga
Chief Operating Officer
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Mike Fastert
Chief Operating Officer/Chief Legal Officer
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Company data provided by crunchbase