Summary

As a gatekeeper for investment professionals, you will prioritize information and calls, handling correspondence efficiently. Your responsibilities will also include communicating with sell-side brokers regarding corporate access offerings, research, and models, as well as assembling comprehensive research packets using various sources. You will assist in tracking meetings and projects using internal systems and play a crucial role in organizing and scheduling a high volume of domestic and international travel arrangements, ensuring accurate and well-prepared itineraries.

What you’ll be doing

Qualifications and Experience