Junior Research Coordinator

POSITION: Junior Research Coordinator

Company

We were founded in 1990 on the premise that rigorous, independent research and disciplined, long-term investing will generate superior returns for our clients. Today, the Firm has over $30 billion in assets across long-only and long/short strategies utilizing a team-based approach and centralized research effort. Our global client base includes endowments, foundations, public and private pensions, private banks, family offices and high-net-worth individuals. Our more than 200 employees possess diversity of thought, experiences and backgrounds and share a commitment to our Core Principles (below). Our employees thrive in a collaborative environment that empowers them to apply curiosity, creativity, and continuous improvement in pursuit of differentiated excellence for our clients.

Commitment to Giving Back: The Foundation, established in 2000, makes a positive impact by actively engaging all employees in identifying and supporting charitable organizations of excellence.

Location: This position is based in the Firm’s New York office.

Position Description

We are seeking to hire a Junior Research Coordinator to work closely with the Research Coordinators providing administrative and operational support to the Investment Research team. The ideal candidate is an intrinsically motivated team player who sets high expectations for him/herself and has a positive mindset and passion for organization.

Responsibilities

• Manage and maintain company watchlists and coordinate Outlook calendars for earnings call invites by monitoring and updating call details across distribution lists
• Schedule, transcribe, and organize internal team meetings, not limited to taking detailed notes, compiling meeting materials/agendas, and troubleshooting technical issues
• Provide day-to-day administrative and calendar support to Portfolio Manager and Research Analysts
• Audit, reconcile, and act as systems administrator for Tamale RMS
• Coordinate updates to the department roster and Research Handbook, and liaise with IT to maintain department email distribution lists
• Liaise between third party vendors and investment analysts to request external research and models
• Training Library: Coordinate department trainings and maintain the training and teach-in library by scheduling related events, obtaining workflow approvals, distributing materials, and archiving presentations
• Plan department wide engagement activities and/or off-site events, as needed
• Act as coverage support for administrative professionals across the department
  
  

Qualifications

• Bachelor’s degree
• A minimum of 1-3 years of related experience (preferably with some exposure to financial services)
• High level of accuracy, attention to detail and follow through
• Demonstrated organizing, planning, and problem-solving abilities
• Positive attitude and approach to assignments, regardless of how big or small
• Excellent interpersonal, writing, and communication skills
• Proficient in Microsoft Office
• Highest degree of integrity, professionalism, and confidentiality
• Fit with Company's Core Principles (below)
  
  

Core Principles

• Originality: We generate our own ideas and never deploy common practice without skepticism. We strive to avoid the herd.
• Innate Curiosity: We ask dumb questions. We challenge universally accepted beliefs and seek new levels of understanding.
• Continuous Improvement: We constantly reassess our investments, policies and processes. We embrace a culture of intellectual integrity, learning, mentorship, self-reflection, entrepreneurship and growth.
• Charity: We actively participate in our communities and give back to society in meaningful and thoughtful ways.
• Humility: We seek no acclaim individually or as a Firm other than to earn the respect of our clients.
• Teamwork: We trust our colleagues and communicate with transparency and respect. We measure success as a team, not as individuals.

POSITION: Junior Research Coordinator

Company

We were founded in 1990 on the premise that rigorous, independent research and disciplined, long-term investing will generate superior returns for our clients. Today, the Firm has over $30 billion in assets across long-only and long/short strategies utilizing a team-based approach and centralized research effort. Our global client base includes endowments, foundations, public and private pensions, private banks, family offices and high-net-worth individuals. Our more than 200 employees possess diversity of thought, experiences and backgrounds and share a commitment to our Core Principles (below). Our employees thrive in a collaborative environment that empowers them to apply curiosity, creativity, and continuous improvement in pursuit of differentiated excellence for our clients.

Commitment to Giving Back: The Foundation, established in 2000, makes a positive impact by actively engaging all employees in identifying and supporting charitable organizations of excellence.

Location: This position is based in the Firm’s New York office.

Position Description

We are seeking to hire a Junior Research Coordinator to work closely with the Research Coordinators providing administrative and operational support to the Investment Research team. The ideal candidate is an intrinsically motivated team player who sets high expectations for him/herself and has a positive mindset and passion for organization.

Responsibilities

• Manage and maintain company watchlists and coordinate Outlook calendars for earnings call invites by monitoring and updating call details across distribution lists
• Schedule, transcribe, and organize internal team meetings, not limited to taking detailed notes, compiling meeting materials/agendas, and troubleshooting technical issues
• Provide day-to-day administrative and calendar support to Portfolio Manager and Research Analysts
• Audit, reconcile, and act as systems administrator for Tamale RMS
• Coordinate updates to the department roster and Research Handbook, and liaise with IT to maintain department email distribution lists
• Liaise between third party vendors and investment analysts to request external research and models
• Training Library: Coordinate department trainings and maintain the training and teach-in library by scheduling related events, obtaining workflow approvals, distributing materials, and archiving presentations
• Plan department wide engagement activities and/or off-site events, as needed
• Act as coverage support for administrative professionals across the department
  
  

Qualifications

• Bachelor’s degree
• A minimum of 1-3 years of related experience (preferably with some exposure to financial services)
• High level of accuracy, attention to detail and follow through
• Demonstrated organizing, planning, and problem-solving abilities
• Positive attitude and approach to assignments, regardless of how big or small
• Excellent interpersonal, writing, and communication skills
• Proficient in Microsoft Office
• Highest degree of integrity, professionalism, and confidentiality
• Fit with Company's Core Principles (below)
  
  

Core Principles

• Originality: We generate our own ideas and never deploy common practice without skepticism. We strive to avoid the herd.
• Innate Curiosity: We ask dumb questions. We challenge universally accepted beliefs and seek new levels of understanding.
• Continuous Improvement: We constantly reassess our investments, policies and processes. We embrace a culture of intellectual integrity, learning, mentorship, self-reflection, entrepreneurship and growth.
• Charity: We actively participate in our communities and give back to society in meaningful and thoughtful ways.
• Humility: We seek no acclaim individually or as a Firm other than to earn the respect of our clients.
• Teamwork: We trust our colleagues and communicate with transparency and respect. We measure success as a team, not as individuals.