Team Coordinator

AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth and investment advisory firm partnering with the world's most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn't just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It's the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you're committed to making wealth worth more through enduring partnership, we want you to join us.

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NYC based global event-driven M&A focused hedge fund is seeking a highly organized and proactive Team Coordinator to support the investment team. This position requires an initiative-taking, detail-oriented and dynamic individual with exceptional multitasking abilities and capable of thriving in a fast-paced environment. The Team Coordinator is responsible for finding relevant research, identifying important special industry/non-industry events and conferences and coordinating meetings that support the portfolio's strategy.

The team coordinator will manage the daily operations of the investment team and Portfolio Manager as well as offering administrative and logistical support.

Job Responsibilities

Research and Analysis

* Generate daily equities & shareholder research for Portfolio Manager, utilizing multiple research platforms, including Bloomberg, Reuters, company investor relations and government websites.

* Conduct comprehensive research using various resources to support the team's decision-making and the fund strategy

* Pull and analyze relevant research reports

* Timely flag important news and research that pertains to the teams objectives

* Maintain an updated list of securities the team is tracking and provide updates

Broker Relations and Liaison

* Proactively develop strong working partnerships with institutional research sales coverage to remain knowledgeable of upcoming global events/conferences

* Liaise intra-day research and updates

* Serve as the point of contact to sell-side coverage

Intradepartmental Collaboration

* Work with the Operations, Investor Relations and Compliance teams to successfully address team objectives and facilitate the day-to-day operations of the fund

* Serve as the desk's point of contact for all office coordination, including, placing supply orders, coordinating group lunches and liaising with back office on invoice processing, third party vendor billing, research subscription renewals and shareholder proxy coordination.

Events and Conference Management

* Sort through and identify relevant sell-side events and conferences

* Stay up to date on company, industry and regulatory conferences and events of relevance to the portfolio

* Precise event record-keeping (updating the team on any changes)

* Requesting and coordinating meetings and calls with sell-side sales coverage

Calendar Management/Team Coordination

* Meticulous maintenance of team Outlook calendar (heavy meeting scheduling)

* Tracking company earnings, shareholder meetings and analyst calls relevant to the portfolio (ensure the team is aware ahead of time) Coordinating domestic/International travel logistics

* Maintain team databases and document archives, monthly investor meeting data, new deal folders and shareholder materials library

* Work with and build relationships with outside consultants

Administrative Support

* Flag important emails (both for the investment team and Portfolio Manager)

* Team Expense Reports

* Light personal calendar maintenance for the Portfolio Manager

* Ensure the team and Portfolio Manager are aware of calendar items in a timely manner

* Acute problem-solving on behalf of the team and Portfolio Manager

Qualifications

The ideal candidate for this multi-faceted hybrid research/ ECM role is a detail-oriented self-starter with adaptability to changing priorities/tasks. Possesses interest and enthusiasm for learning about the financial markets…