Team Coordinator

About Us

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on approximately $71 billion in combined assets and has an expansive network of c. 400 professionals across three continents

Whether our clients are individuals or institutions, foundations or family-led businesses, we offer a connected ecosystem of advice, solutions and innovative investment opportunities from across our global network.

We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.

Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.

As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

To learn more visit alti-global.com.

Job Description

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 and industry trends

• Strong interpersonal and communication skills—strong aptitude for building and maintaining relationships
• High attention to detail and a proactive approach to problem-solving (acute ability to anticipate needs/problems before they arise) multi-tasking skills
• Proven experience as a coordinator or similar administrative role
• Ability to work effectively in a fast-paced and dynamic environment
• Proficiency in Microsoft Office applications and other relevant software
• Bachelor’s degree in business, finance or other related fields is a plus
  
  

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. The range for this role is $95,000 - 110,000

Location:

New York, United States of America

Department

Hedge Funds

Employment Type

Permanent

Working Pattern

Full time

Remote Working

Hybrid

Have questions?

Contact Email

stewart.mitchell@alti-global.com

Contact Number

212-396-5900