Investment Coordinator, Global Fund

Job Title: Investment Coordinator, Global Fund
Contract Type: Permanent
Location: Shanghai, China
Salary: Negotiable
Reference: AZ20190920_2_1568963595
Contact Name: Andy Zhi
Contact Email:
Job Published: September 20, 2019 15:13

Job Description

Purpose of Role

The purpose of the Investment Coordinator Team is to provide advanced organizational and administrative support to our equity/fixed income Portfolio Managers, Research Analysts, Investment Directing and Operational teams. The duties include extensive diary management, meeting organization, complex trip and travel arrangements, printing reports, hand-over notes and general administration duties. The Coordinator plays an important role in the investment platform / process and must be pro-active.


Key Responsibilities:

  • Excellent organization skills and the ability to manage multiple tasks simultaneously
  • Ability to work independently and take initiative as needed to manage daily tasks and special projects is critical
  • An individual who is professional, proactive, enthusiastic, a true team player and a good communicator
  • Strong written and verbal communication skills, exceptional organizational skills, good analytical skills; attention to detail and consistent follow-through skills
  • Good interpersonal skills including maturity, diplomacy and discretion, as the position requires daily contact with Portfolio Managers, Analysts, Associates, Brokers, Administrative staff and Management
  • Professional, pleasant manner but assertive, confident, and self-motivated
  • Flexible and positive attitude and willing to work overtime when required to meet deadlines
  • Ability to quickly pick up knowledge of the business and use this knowledge to make judgments on key issues
  • Strong software skills will be required, particularly in Outlook
  • Some flexibility on hours may be required
  • Participate and an ability to lead on selected project work, allocated by Manager
  • Ability to compile new starter schedules, printing manuals and desk coordination
  • Supporting Manager in identifying and improving working practices, maximizing team efficiency

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