Research Assistant

Baron Capital•New York, NY

4h•Onsite

About The Position

As a Research Assistant, you will directly support the Portfolio Manager(s) and Research Analysts on your team. Your primary duties and responsibilities include providing administrative support to ensure efficient operation of the office. You will support analysts and/or portfolio managers through a variety of tasks, including but not limited to: scheduling meetings, researching conferences, booking travel & making itineraries, creating and submitting expense reports, arranging conference calls, maintaining current watchlists as well as new ideas on FactSet for portfolios and companies your PM/analyst cover or are interested in researching, ordering catering, keeping contacts up to date, obtaining and filing company information. This individual will report directly to the VP, Director of Workplace Operations. This team is comprised of 12 Research Assistants. The role will also involve coverage for other research assistants when needed.

Requirements

3-5 years administrative or executive assistant experience in a professional office setting.
Bachelor’s Degree
Experience preparing expense reports and making travel arrangements
Excellent time management skills and ability to multi-task and prioritize work in a fast-paced environment
Highly motivated, result-oriented self-starter with good work ethic
Attention to detail and outstanding listening and follow up skills.
Team player who strives to creatively solve problems
Excellent written and verbal communication skills
Strong organizational and planning skills
Proficiency in MS Office

Nice To Haves

Preferred experience in the financial services industry

Responsibilities

Answer phone calls with proper call screening, forwarding, and message taking.
Schedule meetings and appointments
Coordinate with all necessary parties and gather all requested materials
Work with the receptionist to make sure the calendar appointment has all of the necessary details, such as attendee names, agenda, conference room, catering requests, etc.
When scheduling meetings with multiples analysts and PM’s must be able to work efficiently with other assistants
Sort through emails and search for relevant events, meetings or calls that may be of interest
Check for relevant conferences and present the information to the analysts/PMs; keep track of deadlines and ensure registration
Act as a liaison with brokers, banks and investor relations representative
Work with brokers and IR representatives to register PM’s/Analysts for Conferences and Investor Days and schedule any meetings that PM’s/Analysts find of interest.
Make sure PM’s Analysts have the most current agenda for Conference and Investor Day and add any presentations to calendar that they would like to attend.
Maintain and update contact lists
Create or update documents and spreadsheets to help your analyst/PM streamline and organize his or her workload
Produce and distribute correspondence
Assist in the preparation of regularly scheduled reports
Maintain a filing system
Every quarter, keep track of the calendar for earnings calls. This may include providing press releases, transcripts, estimates and research reports to your analysts/PMs in a timely fashion. This is done using Factset and or Bloomberg
Book travel arrangements: including flights, car services, hotels and itineraries.
Maintain a list of all travel requirements including all hotel and airline points numbers, seat/airline preference, hotel preference
Submit and reconcile expense reports
Provide general support to visitors
Take notes on calls upon request
Work with other assistants when necessary to schedule meetings and conferences call, and make sure there is always adequate coverage
Being a team player within the Research Assistant team
Take on project work as needed which may include but not limited to maintaining new ideas, taking notes on earnings calls, and maintaining relationships with mgmt. companies