Investment Assistant

Pittsburgh, PA 15222 US

Posted: 03/11/2019 Industry: Financial Job Number: 30242 Pay Rate: $19-21/hour City:

Downtown foundation is seeking a long-term Investment Assistant.  Assignment could last 1 year Pay rate is $16-18/hour. 

Will be responsible for the day-to-day support operations of the Investment and Finance team. The position will be exposed to all facets of the investment process of the foundation as well as the additional accounting and grant making operations of the organization. The position will be on the front line of the organization relative to coordinating and documenting the various relationships managed and established by the department. This person will be working closely with the members of the Investment Office to schedule appointments, coordinate travel and manage the data of the one billion dollars in invested assets.


Primary Duties and Responsibilities

Investment database maintenance and data entry

Investment contact data entry

Scheduling and preparation for investment and finance related meetings, including the following board committees: Finance, Audit, Investment and Retirement

Capital call preparation and transaction entry into investment accounting system

Investment documentation preparation and file management for both direct investment relationships and third-party investment manager relationships

Shared departmental duties, including fund statement mailings and postage management

Fund file preparation

Finance and Investment Department receptionist, including shared front desk backup


Key Skills and Abilities

Strong written and verbal communications skills

Attention to detail

Flexible, responsive, and collaborative work style with a strong service mentality

Basic understanding of asset management and accounting concepts

Experience with Microsoft Office suite and proficiency with Excel

Experience with data reporting and analysis


Qualifications and Experience

Experience working in a support role within an investment office, either for an institution or an investment advisory firm.

Demonstrated knowledge of investment industry terms and operations.

Experience with investment or financial data systems preferred.

A passion for the institutional stewardship of community focused assets.


If you have the above listed experience and qualifications please reply to Job 30242.  Only those candidates for further consideration will be contacted.



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