Executive Assistant/Project Support
CurrentExecutive Support to the Chief Operating Officer - Efficiently manage the COO’s priorities, ensuring seamless communication and proactive project management to streamline workflows and meet deadlines. - Facilitate project updates, provide clear action tracking, and bridge communication between senior leadership and cross-functional teams to ensure alignment at all levels. - Organize international travel, including scheduling meetings, dinners, and car services, while preparing detailed and easy-to-read itineraries to enhance efficiency. Project Support to Operations Analyst- Maintain relationships with a broad network of research providers, overseeing invoice processing and reconciliation to ensure timely payments and accurate financial tracking. Produce detailed allocation breakdowns for split payments via commission and hard dollars across multiple locations (NY and international). - Manage the Bloomberg billing account, overseeing payment submissions and tracking, while reviewing active licenses to optimize resource allocation and enhance cost efficiency. - Oversee the contract review process for all operations vendors. Facilitate Trade reconciliation process ensuring timely and efficient completion for both tasks.Additional Executive Support- Recently expanded responsibilities to support the CFO, managing scheduling and expenses.- Provide logistical support to 4 analysts and 2 portfolio managers, including conference travel, registration, and meeting coordination. Project Support- Coordinating with third-party providers to align with objectives, timelines, and budgets, while conducting financial analyses and delivering insights for senior management. - Continuously looking to improve processes to optimize workflows and increase productivity. - Advanced Excel proficiency, creating data models, automating tasks, and organizing datasets for streamlined reporting and analysis.
