Administrative Assistant - Investor Relations

Inversion Summits is a boutique investment summit business hosting a few upscale summits per year in various locations for investment professionals across the alternatives industry.

The Administrative Assistant - Investor Relations will be part of the Inversion Summits team, directly assisting the CEO, Director of Investor Relations, and Investor Relations Associate.

We are seeking a proactive, detail-oriented individual with incredible organizational and communication skills. This person MUST have prior experience as an admin in the financial industry.

This job is completely remote but requires in-person attendance at each of our summits per year. Candidates must be able to travel abroad.

Key Responsibilities :

• Manage team calendars, schedule appointments, and coordinate meetings
• Manage email correspondence
• Use a CRM system or lead management tools to maintain accurate and up-to-date records of inquiries and requests from LPs and GPs
• Develop and maintain a library of templates for commonly used communication materials
• Coordinate the logistics of panelists and speakers, including managing travel and accommodations, coordinating schedules, and ensuring a seamless and professional event experience
• Prepare and distribute event invitations, confirmations, and other communications, ensuring that all attendees are informed and prepared
• Organize and maintain LPs / GPs files, documents, and other materials, ensuring that they are easily accessible and up-to-date
• Design and create forms for various purposes, including surveys, feedback forms, and data collection
• Manage attendee lists and ensure that all attendees have been properly registered and uploaded
• Send out notifications and reminders to attendees
• Perform other related duties as required

Required Education & Experience :

• Bachelor’s degree
• 5+ years of work experience as an admin in the financial industry

Required Skills :

• A quick worker, who can multi-task as appropriate and knows when to hustle
• Extremely strong organizational and time-management skills
• Strong email and tech skills
• Strong analytical, critical reasoning, and problem-solving skills
• A people person who enjoys relationship-building
• Ability to work independently as well as part of a team
• Expertise using Microsoft Outlook
• Strong written communication skills
• Ability to travel as needed
3 days ago