Investment Coordinator
1 week ago
Balyasny Asset Management (BAM) is a global, multi-strategy investment Firm with over $21 billion in assets under management. We are a diversified business, with global breadth and depth. Our Firm has a clear mission: To consistently deliver uncorrelated returns in all market environments. Today, BAM employs more than 160 portfolio managers and 1,200 investment professionals across 19 offices in the U.S., Europe, the Middle East, and Asia. We are active across six investing strategies: Equities Long/Short, Equities Arbitrage, Macro, Commodities, Systematic, and Growth Equity. We also have a dedicated private investment team, BAM Elevate, and a standalone equities unit, Corbets Capital.
In the role of Investment Coordinator, the employee will be responsible for the following:
Provide day-to-day support for PM and analyst teams: Manage calendar, travel, expenses, and any miscellaneous asks, including but not limited to:
- Visa processing for work travel
- Medical / healthcare claim forms
- Relocation arrangements and expenditures
- Maintain critical reporting systems within Broker Relations Group
- Accurate and timely expense processing
- Bespoke reporting and calendar updates for PM and Teams
- Daily and weekly review of Teams’ calendars to ensure they are abreast of meetings for the day ahead; address any conflicts or prioritization that is needed
- Complete ad hoc requests for Broker Relations team, including broker subscriptions and resourcing
- Work with Compliance to ensure adherence to policy, meeting clearance, and obtain approvals, vetting of industry expert meetings, any non-C-level management events, private company meetings
- Tagging post-meeting notes for Compliance in Idea Tracker
- Execute on all Corporate Access & Sell Side Meeting Arrangements
- Track and highlight all upcoming non-deal roadshows, conference meetings, events, analyst days, and earnings calls
- Schedule corporate access, sell side analyst meetings, and expert calls
- Daily data entry and maintenance to keep Event Tracker database accurate
- Schedule management calls for PM teams utilizing BAM systems to invite all relevant parties
- Request conference meetings; confirm schedules with Broker Relations team
- Gathering and printing of models, transcriptions, and company presentations
In order to effectively represent the Company and communicate with clients, a BAM Investment Coordinator should possess the following attributes:
- Corporate Access knowledge
- Collaborative Team Player
- Analytical Thinker
- Equity Capital Markets Knowledge
- Strong written and verbal communication skills
- Microsoft Office Suite, specifically Excel, Outlook, PowerPoint
Tell employers what skills you have
Asset Management
Microsoft Office
Vetting
Documentaries
Current Affairs
Content Management
Data Entry
Titles
Event Planning
Resourcing
Capital
Arbitrage
Metadata
Team Player
Equities
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