Job Description

We are seeking a highly organized and detail-oriented Administrative Assistant to support our Alternatives Investment Team on a hybrid schedule in St. Petersburg Florida. This role is critical in ensuring smooth operations, managing sensitive information, and producing high-quality presentations and reports for senior leadership.

About the Opportunity:

• Assignment Length: 6-month contract, maternity leave coverage
• Schedule: 3x week onsite, 2 days work from home
• Hours: 8:30am to 5pm

Key Responsibilities:

• Provide comprehensive administrative support to the Alternatives Investment Team.
• Manage and organize confidential and sensitive information with discretion.
• Assist in preparing and editing PowerPoint presentations using firm templates for internal and external stakeholders.
• Extract key themes and insights from financial and strategic documents.
• Support the creation of decks and report-outs for senior leadership.
• Maintain tracking spreadsheets in Excel, utilizing pivot tables and VLOOKUP for data organization and reporting.
• Coordinate logistics for team activities.
• Collaborate with cross-functional teams to ensure timely and accurate information flow.

Required Skills & Qualifications:

• Exceptional organizational skills with a strong attention to detail and responsiveness.
• Proven ability to handle confidential and sensitive information with integrity.
• Advanced PowerPoint skills with a sharp eye for formatting and visual clarity.
• Proficiency in Excel, especially in using pivot tables and VLOOKUP for illustrative and tracking purposes.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Basic foundation in finance required.

Preferred Experience:

• Prior experience supporting investment or finance teams.
• Exposure to alternatives, mutual funds, or ETFs.
• Familiarity with global financial reporting and distribution structures.
  

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