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
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