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Operations & Administrative Consultant

Addison Group
Palo Alto, CA, United States
Full-time

Bay Area philanthropy-based investment firm seeks an Operations & Administrative Consultant to provide high-level support in a fast-paced environment for an 8+ month project duration.

Responsibilities includes calendar management, meeting preparation, travel planning, logistics, and expense reconciliation with the opportunity to gain experience in finance, investor relations, investment process flows.

Requirements :

  • 2+ years experience in Investor Relations, Investment Operations or an Executive Assistant role at an investment firm, foundation or endowment.
  • Strong analytical, verbal, and written communication skills.
  • Requires someone who is proactive and comfortable identifying and communicating areas of opportunity.
  • Excellent ability to prioritize and complete projects independently and on a timely basis
  • Collaborative, service-oriented attitude with a strong work ethic.
  • Excellent computer skills experience with tools like Asana, Airtable, Salesforce, and Slack is required.
  • 7 days ago
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