Administrative Assistant/Investor Relations/Marketing Job in New York 10017, New York Us
Investor Relations/Marketing Administrative assistant
Primary Responsibilities:
Support the investor relations and marketing endeavors for the firm.
Provide general office support and coverage (as needed).
Production of monthly marketing books, performance charts and summaries for use by the
Managing Directors and President. This will require the candidate to feel comfortable using both
Microsoft Excel and Powerpoint on a regular basis. The candidate is also responsible for the
binding and distribution of marketing books as requested by the Managing Directors, as well as
management of marketing supplies (folders, bond paper, specialized tabs, binding spines, etc.).
Assist in distribution of monthly client account statements (via email, fax or regular mail as
needed).
Update new business summary sheet and coordinate the distribution and collection of
subscription documents from new and existing investors. The candidate will also be responsible
for helping to manage on-site and off-site files pertaining to the firm’s partnerships.
Marketing follow-up and information exchange with existing and potential firm investors
(almost daily). This will require the candidate to forward marketing books, sets of management
letters, and performance charts (subscription documents if applicable) for Managing Directors,
the Marketing Associate, and occasionally the President.
Important qualities
❖ Pleasant demeanor
❖ Detail oriented
❖ Intelligent
❖ Works well with people – small office environment
❖ Strong work ethic
❖ Likes team work
❖ Some comfort with numbers helpful
Required computer skills:
•(+++) Microsoft Office, including:
POWERPOINT
EXCEL
MS ACCESS
OUTLOOK
(+) Familiarity with Pegasus email is not required but very helpful.
(+) Adobe Acrobat
Must have very strong power point skills
Looking for 5 + Years experience