Executive Assistant

Role and Responsibilities at Anthem Capital Management

Communications:

● Lead, manage and maintain communications and relationships with all vendors and suppliers including but not limited to:

○ Financial Services companies

○ Legal

○ Consumer Vendors

● Manage and maintain cross-functional communication with all principals and quantitative staff, as well as future added roles to ensure the team is working inline with company objectives

Marketing and Sales:

● Responsible for finding more effective ways for the principals to pitch the fund.

○ Website, events, social media, seminars, networking events

○ Responsible for merchandise requests for corporate events, swag for daily use or special use

Operations:

● Fund Administration

○ Carry the full fund subscription process to completion with clients

○ Ensure all Attention Required tasks are completed same day or per timeframe needs

●ACM○ Responsible for fulfilling all shipping needs for the principals and corporation as needed and requested.

○ Responsible for the completion of any new securities registrations for the firm and its employees year over year.

○ Responsible for maintaining current and the completion of new and existing market registrations on behalf of the firm.

○ Responsible for gathering all financial and related documentation for accountants, bookkeepers, and attorneys for tax preparation, state and federal registration authorities (NFA, OCR)

Financial Operations:

● Fulfill all money movement requests (Journals, ACH’s, wires) to and from all approved financial institutions via the request of the principals

● Fulfill any and all requests for market data research from appropriate financial vendors

● Keep company and key members informed and up to date on all federal and state securities regulations and registration requirements to ensure regulatory compliance and smooth operations.

● Responsible for being highly aware and staying updated on corporate expenditures.

Administrative:

● Maintain and manage the calendars and daily schedules for both principals

● Monitor, maintain and manage the email accounts for both principals to ensure everything is easily accessible and organized and to ensure messages and requests are quickly addressed and responded to.

● Fulfill all email and appointment scheduling requests for the principals on their behalf as per requested and proactively if required to meet corporate objectives(accounting, fund accounting, legal, financial registration upkeep and reporting)

● Responsible for ensuring all daily schedule obligations of the principals are metvia reminders and notifications

● Complete all tasks within scope of capacity on behalf of principals, if a task is outside the scope of knowledge or capacity, work with principals to add it to your scope of knowledge/capacity.

● Ensure all tasks are completed responsibly and fast to maintain smooth operations within the organization.

● Read all legal documents on behalf of the principals to ensure accuracy and execution of the document(s) purpose, sensibility and requirements per the corporate objectives.

● Manage and maintain accurate financial records for bookkeeper

● Manage accounts payable with vendors and suppliers by ensuring payments are made on time with proper documentation and record keeping

● Make revisions to client-facing marketing materials as requested i.e. pitch decks

● Responsible for making revisions to any and all documents and maintaining the most updated files to their appropriate file folders accordingly.

Investor Relations:

● Maintain and manage all fund-client communications regarding individual investor account performance, fund performance, market sentiments, and monthly/quarterly/annual expectations.

● Hold monthly and quarterly performance review meetings with the principals to stay up-to-date on potential client facing conversations i.e. fund performance, market sentiments, and monthly/quarterly/annual expectations

● Manage and maintain all communications with investors and prospective investors.

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