Administrative Assistant, Investments

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. In addition, 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.

Position is being hired as part-time, hourly for approximately 15-20 hours per week. Job is in person at the satellite offices in Waltham, MA. Remote work may be allowed occasionally at the discretion of the Chief Investment Officer.

Essential Job Functions

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.

Other functions

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.