Portfolio Assistant w/ some admin responsibilities
Essential Duties and Responsibilities:
- Organize and distribute portfolio appraisal reports to appropriate portfolio managers
- Maintain broker list, update ticker lists and distribution
- Monitor client-specific restrictions across portfolios and update client guidelines
- Assist in research/investment related projects as needed
- General administrative support for the team – filing, processing expense reports, answering phones, mail/fax delivery, maintain sick/vacation calendar and reporting
- Coordinate all travel arrangements for CIO and team
- Maintain business calendars, schedule internal meetings and company visits for CIO and team
- Maintain confidentiality of client and employee information
- Create and maintain spreadsheets, draft correspondence and memos
- Organize communication with overseas offices
- Produce PowerPoint presentations
- Flexibility to work market hours
- All other duties assigned
Education/Experience:
- Bachelor's degree
- Minimum 2 years relevant experience in an investment administrative/portfolio support role
Other Skills and Abilities:
- Advanced technical skills in MS Office - Outlook, Excel and Word
- Ability to multitask and take initiative
- Excellent written and verbal communication skills
- Attention to detail
- Strong interpersonal skills
- Proficiency in working with numbers
- Strong customer service skills and team oriented
- Ability to work with time constraints and meet deadlines
About Allianz Global Investors
Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 23 offices in 18 countries, we provide global investment and research capabilities with consultative local delivery. We have $405 billion in assets under management for individuals, families and institutions worldwide, and employ over 500 investment professionals.
At Allianz Global Investors, we follow a two-word philosophy: Understand. Act. It describes how we look at the world and how we behave. We aim to stand out as the investment partner our clients trust by listening closely to understand their challenges, then acting decisively to provide them with solutions that meet their needs.
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