Pittsburgh, PA 15222 US
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.