Denison University · 18 hours ago
Administrative Assistant, Investments
Granville, OH
Full-time
Onsite
New Grad, Entry LevelDenison University is seeking an Administrative Assistant for their Investment Office. This role involves managing administrative duties to support the Chief Investment Officer and investment team, coordinating travel arrangements, and serving as a primary contact for communications.
Higher Education
Responsibilities
Manage key functions necessary for the operation of the Investment Office
Perform a full range of administrative assistant duties to support Chief Investment Officer (CIO) and investment team
Assist with travel arrangements and prepare expense reports
Serve as the back-up for the Operations Specialist on critical operational functions
Communicate and interact effectively with a wide variety of constituencies, including investment managers and the custodian for the Long-Term Investment Pool (LTIP) assets, Investment Committee members and other trustees, students, staff, faculty and donors
Coordinate CIO’s calendar; screen meeting requests; determine viability of requested appointments; direct requests to other staff as appropriate
Keep CIO well informed of upcoming commitments and responsibilities and follow up appropriately
Research and compose correspondence, including confidential correspondence
Manage the travel calendar for the entire investment team, make travel arrangements in consultation with team member(s) and lead discussion at weekly staff meetings to build schedule for the year
Annotate and prepare purchasing card reconciliations and reimbursement requests for entire team with the accounting department
Coordinate with outside investment managers to arrange meetings for the team
Manage a variety of projects for the CIO
Complete critical aspects of deliverables with a hands-on approach, including tasks that facilitate the CIO’s abilities to lead the organization effectively
Prioritize conflicting needs; handle matters expeditiously, proactively, and follow-through on projects to successful completion, often with deadline pressures
Assist in preparing and managing presentations, proposals, and programs
Assist with mailings and printing of reports
Supervise creation of the quarterly Investment Committee book
Produce and organize electronic and paper bound copies of the reports for on-campus and off-site Investment Committee meetings
Serve as the primary contact for inbound communications to the investment office, both in person and through print and electronic means
Maintain endowment records, including saving investment manager account statements, cash flow movements, and legal documents to Investment Office electronic files
Maintain contact management system with all investment account information, web access/passwords, personnel changes, etc
Manage the administrative relationship with outside vendors and service providers for the office and the LTIP; process and reconcile bills; reconcile expenses and bills against budget
Work closely with Managing Director of Investment Operations and the Operations Specialist
Assist them with entry of capital calls and distributions into the custodial system and handle this function when the Operations Specialist is unavailable
Create new investment office login accounts on new manager's online document storage portals, as needed
Plan various events for the Investment Committee off-site annual June meeting
Communicate all arrangements with Board members and their assistants
Coordinate logistics of the two-day event
Communicate directly, and on behalf of the CIO, with Board members, donors, staff, and others
Assist in preparation of materials for Board of Trustees meetings and one-on-one Board member engagement
Coordinate the departmental process for recruiting interns and analysts
Keep office running efficiently; maintain office supplies
Perform other duties as assigned
Qualification
Required
Manage key functions necessary for the operation of the Investment Office
Perform a full range of administrative assistant duties to support Chief Investment Officer (CIO) and investment team
Assist with travel arrangements and prepare expense reports
Serve as the back-up for the Operations Specialist on critical operational functions
Communicate and interact effectively with a wide variety of constituencies, including investment managers and the custodian for the Long-Term Investment Pool (LTIP) assets, Investment Committee members and other trustees, students, staff, faculty and donors
Coordinate CIO's calendar; screen meeting requests; determine viability of requested appointments; direct requests to other staff as appropriate
Keep CIO well informed of upcoming commitments and responsibilities and follow up appropriately
Research and compose correspondence, including confidential correspondence
Manage the travel calendar for the entire investment team, make travel arrangements in consultation with team member(s) and lead discussion at weekly staff meetings to build schedule for the year
Annotate and prepare purchasing card reconciliations and reimbursement requests for entire team with the accounting department
Coordinate with outside investment managers to arrange meetings for the team
Manage a variety of projects for the CIO
Complete critical aspects of deliverables with a hands-on approach, including tasks that facilitate the CIO's abilities to lead the organization effectively
Prioritize conflicting needs; handle matters expeditiously, proactively, and follow-through on projects to successful completion, often with deadline pressures
Assist in preparing and managing presentations, proposals, and programs
Assist with mailings and printing of reports
Supervise creation of the quarterly Investment Committee book
Produce and organize electronic and paper bound copies of the reports for on-campus and off-site Investment Committee meetings
Serve as the primary contact for inbound communications to the investment office, both in person and through print and electronic means
Maintain endowment records, including saving investment manager account statements, cash flow movements, and legal documents to Investment Office electronic files
Maintain contact management system with all investment account information, web access/passwords, personnel changes, etc
Manage the administrative relationship with outside vendors and service providers for the office and the LTIP; process and reconcile bills; reconcile expenses and bills against budget
Work closely with Managing Director of Investment Operations and the Operations Specialist
Assist them with entry of capital calls and distributions into the custodial system and handle this function when the Operations Specialist is unavailable
Create new investment office login accounts on new manager's online document storage portals, as needed
Plan various events for the Investment Committee off-site annual June meeting
Communicate all arrangements with Board members and their assistants
Coordinate logistics of the two-day event
Communicate directly, and on behalf of the CIO, with Board members, donors, staff, and others
Assist in preparation of materials for Board of Trustees meetings and one-on-one Board member engagement
Coordinate the departmental process for recruiting interns and analysts
Keep office running efficiently; maintain office supplies
Perform other duties as assigned
Company
Denison University
Denison University is an independent, coeducational, residential college of liberal arts and sciences.
Founded in 1831
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kathleen Browne
Chief Investment Officer
Recent News
Business Journals
2024-05-01
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