CrawlJobs Logo

Administrative Assistant, Equity Research

United States, New York 75000.00 - 85000.00 USD / Year · Job Posted March 10, 2026
Apply Position
Job Link Share

Job Description

We are seeking to fill an administrative coordinator for the equity research team. This role will manage the day-to-day administrative needs for a team of research analysts and associates. The ideal candidate will have 2-3 years of experience, be well versed in administrative tools, including making and updating spreadsheets and presentations, and be able to learn new skills to support the needs of the department, work collaboratively and be a self-starter.

Job Responsibility

  • Scheduling, Coordination and General Admin: Manage calendars, book meetings, arrange travel, plan events, prepare agendas, help with expenses
  • Document & Data Management: Prepare and edit documents, reports, and presentations
  • maintain organized filing systems (digital & physical) and databases
  • Coordinate with other Teams: Work with other teams to support data management, event logistics and other processes
  • Support: Track deadlines, assist with project coordination, and facilitate communication
  • Confidentiality: Handle sensitive information with discretion

Requirements

  • Proficiency in office software (Microsoft Office Suite, Google Workspace)
  • Excellent written and verbal communication
  • Strong organizational and time-management skills
  • Attention to detail
  • Ability to multitask and prioritize
  • Discretion and professionalism
  • Prior experience in an equity research department or trading-related environment
  • Knowledge of Blue Matrix publication platform

Nice to have

  • Prior experience in an equity research department or trading-related environment
  • Knowledge of Blue Matrix publication platform

What we offer

  • Competitive compensation packages
  • Company equity
  • 401k matching
  • Gender neutral parental leave
  • Full medical, dental and vision insurance
  • Lunch stipends
  • Fully stocked kitchens
  • Happy hours
  • A great location
  • Amazing views

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Administrative Assistant, Equity Research

8 matching positions

Administrative Assistant

Our client is in need of an Administrative Assistant in Austin Texas, 78726 area...
Location
Location
United States , Austin
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or GED and minimum of 1 year of relevant administrative assistant experience in construction, or other related industry, required
  • High degree of detail, accuracy, and organizational skills
  • Maintain confidential information
  • Work with some direction and oversight, and as part of team
  • Approachable, proactive, positive, and professional attitude
  • Professional verbal communication and written business communication skills
  • Able to conduct research and proofread
  • Exhibit active listening skills and follow through on commitments
  • Good judgment to solve problems, escalate issues, and request prioritization of responsibilities
  • Proficient computer and data entry skills, Microsoft suite of applications, collaborative meeting platforms, and general office equipment
Job Responsibility
Job Responsibility
  • Provide professional customer service and positive interactions while providing administrative services to construction site project-based team
  • Process day-to-day administrative items
  • mail, overnight mailings, photocopying, filing, sending faxes, phone list updates, process invoices, and order business cards
  • Daily management of project calendar, meeting schedule, and project contacts
  • Process expense reports for Project Executive and/or Manager
  • Set up process and administer project-specific tools and materials, such as project calendar program, conference rooms, and parking/access cards
  • Prepare written correspondence for project staff (e.g., memos, emails, presentations, and other project-specific documents)
  • Create and maintain project organizational and seating charts
  • Coordinate travel reservations, business accommodations, itineraries, and agendas
  • Organize project-related meetings (e.g., agenda, schedule, and logistics), assist with meetings, and record, transcribe, and distribute meeting minutes
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Administrative Assistant

A Midtown prestigious private equity firm is searching for a highly organized an...
Location
Location
United States , Greenwich
Salary
Salary:
120000.00 USD / Year
solomonpage.com Logo
Solomon Page
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–4 years of administrative or events experience, preferably within financial services, private equity, investment banking, or professional services
  • Strong organizational and multitasking skills with the ability to manage multiple events simultaneously
  • Excellent written and verbal communication skills with a polished, professional demeanor
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and event management platforms
  • Experience managing budgets and processing expense reports
  • Ability to work in a fast-paced, deadline-driven environment with discretion and confidentiality
Job Responsibility
Job Responsibility
  • Provide administrative support to the events team, including scheduling, calendar management, and correspondence
  • Assist in the planning and coordination of corporate events, conferences, meetings, and client entertainment
  • Manage event logistics including venue research, vendor coordination, and contract tracking
  • Maintain and update event databases, contact lists, and filing systems
  • Process invoices, expense reports, and purchase orders related to events
  • Assist with the preparation of event materials, presentations, and communications
  • Liaise with internal teams and external vendors to ensure seamless event execution
  • Track event budgets and provide regular updates to management
  • Handle on-site event support as needed
  • Perform general administrative duties as required
What we offer
What we offer
  • Bonus
  • Tons of Perks
  • Opportunity to learn the business from the nicest executives
  • Fulltime
Read More
Arrow Right

Senior Administrative Assistant

This position offers an exciting opportunity to contribute to a dynamic and coll...
Location
Location
United States , Minneapolis
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in calendar management, with the ability to prioritize and schedule complex meetings
  • Strong communication skills to effectively liaise with executives, teams, and external contacts
  • Exceptional customer service skills to build positive relationships and address inquiries professionally
  • Proficiency in Google Suite, including managing documents, spreadsheets, and presentations
  • Demonstrated ability to coordinate projects and maintain focus on deadlines and deliverables
  • Experience in scheduling and organizing tasks effectively to support dynamic environments
  • Detail-oriented with excellent organizational skills to manage multiple responsibilities
  • Ability to maintain high levels of confidentiality and discretion in all work-related matters
Job Responsibility
Job Responsibility
  • Provide comprehensive administrative support to executive leadership, ensuring precision, organization, and timely execution of tasks
  • Manage the executive calendar, handling scheduling requests and ensuring efficient prioritization of meetings and commitments
  • Prepare and distribute meeting agendas, materials, and notifications while taking minutes and ensuring follow-up actions are completed
  • Organize travel arrangements for the executive, including accommodations, itineraries, and expense reporting
  • Maintain confidentiality in all aspects of work, safeguarding sensitive information and supporting secure office operations
  • Assist in researching, developing, and implementing projects, tracking progress, and ensuring deadlines are met
  • Collaborate with diverse teams and workgroups, providing coordination and support for equity initiatives and employee resource groups
  • Monitor and report on project milestones, ensuring compliance with deadlines and reporting requirements
  • Maintain organized filing systems and ensure accessibility while adhering to confidentiality protocols
  • Oversee office supply inventory, budget tracking, and correspondence management to support efficient operations
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Controller/Finance Manager

Growing opportunity Controller/Finance Manager -Responsibility for and leading F...
Location
Location
United States , Villa Park
Salary
Salary:
155000.00 - 200000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, or related field required
  • Master’s degree (MBA or related field) preferred
  • CPA preferred
  • candidates with significant relevant experience and strong technical accounting expertise will also be considered
  • Some experience with PE preferred or VC
  • Healthcare, durable medical equipment or health medical equipment
  • 9 years – 25 plus years
  • Revenue cycle and Netsuite a plus
  • Experience operating within a private equity-backed and/or high-growth organization, including familiarity with EBITDA-focused financial management, lender reporting, board reporting, and investor reporting cadences
  • Strong knowledge of GAAP, financial statement preparation, budgeting, forecasting, cash flow management, audit coordination, internal controls, and financial compliance
Job Responsibility
Job Responsibility
  • Lead the preparation of monthly, quarterly, and annual financial statements according to GAAP
  • Oversee the monthly close process and ensure the integrity and accuracy of all financial reporting and supporting schedules
  • Oversee all day-to-day accounting operations, including accounts payable, accounts receivable, payroll, cash management, fixed assets, and general ledger activities
  • Prepare and present financial and operational reporting, analyses, and dashboards for executive leadership and the Board of Directors
  • Monitor and analyze financial performance, trends, variances, risks, and operational opportunities
  • Develop financial models, forecasts, pro formas, and scenario analyses support growth initiatives, and acquisitions
  • Research technical accounting matters
  • Ensure timely and accurate processing of financial transactions and maintenance of accounting records and supporting documentation
  • Serve as administrator for payroll and 401(k) systems, including review and approval of payroll processing and related reporting
  • Manage organizational cash flow forecasting, liquidity planning, banking relationships, debt compliance, covenant reporting, and treasury activities
What we offer
What we offer
  • Bonus structure
  • medical, dental, 401k, PTO
  • Health, dental & vision insurance
  • 401(k) with employer match
  • Life insurance
  • Unlimited Paid Time Off
  • Fulltime
Read More
Arrow Right

Capital & Patronage Coordinator

We are looking for a detail-oriented Capital & Patronage Coordinator to support ...
Location
Location
United States , Matawan
Salary
Salary:
75000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience administering capital accounts, patronage programs, or other financial account processes requiring strong accuracy and control
  • Knowledge of financial reporting, account reconciliation, and analytical review of transactions and supporting records
  • Ability to prepare and manage Form 1099 documentation in accordance with regulatory and reporting requirements
  • Strong written and verbal communication skills in English and Spanish, with the ability to explain financial information clearly
  • Proficiency in researching account discrepancies, responding to audit documentation requests, and maintaining organized records
  • Familiarity with loan statement administration, annual reporting cycles, and recurring member-facing financial communications
  • Demonstrated ability to identify process improvement opportunities that strengthen efficiency, consistency, and service quality
  • Fluent in Spanish is required
Job Responsibility
Job Responsibility
  • Manage and reconcile member capital (equity) accounts, ensuring accuracy and completeness
  • Prepare annual patronage dividend calculations and supporting analyses
  • Calculate semi-annual capital requirements and maintain supporting documentation
  • Generate and distribute quarterly capital account statements and annual patronage notices
  • Prepare and distribute quarterly loan statements
  • Support year-end patronage allocation, reporting, and related financial processes
  • Prepare, file, and distribute Form 1099s in compliance with regulatory requirements
  • Maintain accurate, timely, and organized member financial records
  • Serve as the primary point of contact for member inquiries regarding capital balances, patronage dividends, account activity, and financial statements
  • Communicate complex financial information clearly and professionally in both English and Spanish
What we offer
What we offer
  • Medical
  • Dental
  • Vision
  • PTO
  • 401k
  • Fulltime
Read More
Arrow Right

Foi Analyst

Amentum is seeking a FOIA Analyst to support our IC customer onsite who will: Re...
Location
Location
United States , Bethesda; McLean
Salary
Salary:
98000.00 - 148000.00 USD / Year
amentum.com Logo
Amentum
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Requires a TS/SCI with Polygraph level clearance
  • Requires experience responding to public and official requests for review and release of classified and/or sensitive information under the FOIA, PA, or Mandatory Declassification Review
  • experience ensuring information cleared for appropriate release is available for public inspection and/or copying/downloading
  • enables the enforcement of the right of any person to access records, subject to statutory exemptions, for any public or private purpose.
Job Responsibility
Job Responsibility
  • Respond to public and official requests for review and release of classified and/or sensitive customer information under the FOIA, PA, or E.O. 13526 Mandatory Declassification Review (MDR)
  • Respond to complex cases, such as those including litigation and appeals, demonstrating extensive knowledge of the FOIA/PA/MDR, all of its exemptions and the overall administration of the FOIA/PA/MDR requirements
  • Support includes determining if a request is a new case, assessing what is needed, coordinating with appropriate organizations for subject matter expert (SME) review, analyzing the adequacy of the responses, consulting with other IC elements for equity reviews, preparing high-quality and error-free documents ready for Government action and artifacts as required by the case, and updating all appropriate trackers, scorecards, and calendars regarding cases
  • Develop and deliver training, or review and update current training content on FOIA and privacy processes and policy to customer staff that effectively communicates the responsibilities of ODNI staff, the required processes, and the required artifacts
  • Drives collaboration and relationship building through the IC counterpart engagement process by enabling the IC engagement plan
  • Proofread and peer review artifacts from other members of the contract staff
  • Ensure deliverables are timely, accurate, and error-free
  • Document and maintain SOPs for all activities within IRRG
  • Engage with customer and IC Working groups, such as the IMC and Difficult Issues Forum, as directed by the Government
  • Using clear and concise language, author, develop, comment on, or update interagency issuances on complex topics
What we offer
What we offer
  • Health, dental, and vision insurance
  • Paid time off and holidays
  • Retirement benefits (including 401(k) matching)
  • Educational reimbursement
  • Parental leave
  • Employee stock purchase plan
  • Tax-saving options
  • Disability and life insurance
  • Pet insurance
  • Fulltime
Read More
Arrow Right

Fund Accounting Manager

A leading Silicon Valley venture capital firm is seeking a Fund Accounting Manag...
Location
Location
United States , Menlo Park
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in public accounting and/or in-house fund accounting
  • Strong experience with venture capital, private equity, or investment partnerships preferred
  • Deep understanding of fund accounting and partnership structures
  • Strong Excel skills
  • experience with systems such as AltaReturn or Microsoft Dynamics NAV a plus
  • CPA preferred but not required
  • Strong organizational skills with ability to manage multiple funds and deadlines
Job Responsibility
Job Responsibility
  • Maintain fund and GP general ledgers, including accruals, expenses, intercompany activity, and investment allocations
  • Prepare quarterly and annual financial statements across multiple fund vehicles
  • Support capital calls, distributions, and cash management for assigned funds
  • Review reporting packages prepared by fund administrators (NAVs, LP reporting, statements, etc.)
  • Partner with Investor Relations on LP inquiries and reporting requests
  • Coordinate audit and tax processes with external service providers and internal stakeholders
  • Research technical accounting issues and ensure compliance with partnership accounting standards
  • Monitor fund cash positions and assist with forecasting and liquidity planning
  • Support valuation, investment activity tracking, and portfolio reporting processes
What we offer
What we offer
  • Competitive benefits including fully paid healthcare
  • 401(k) with profit sharing
  • Medical, vision, dental, and life and disability insurance for contract/temporary professionals
  • Enrollment in company 401(k) plan for contract/temporary professionals
  • Fulltime
Read More
Arrow Right

Assistant Manager, Franchise Strategy & Location-Based Experiences

The Assistant Manager, Franchise Strategy & Location-Based Experiences supports ...
Location
Location
Hong Kong , Lantau Island
Salary
Salary:
Not provided
disney.com Logo
Disney
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5 years of experience in strategy, project management, marketing, or franchise related roles within a fast‑paced, matrixed environment (experience in themed entertainment or live experiences a plus)
  • Strong analytical, communication, and presentation skills, both verbal and written
  • Demonstrated ability to collaborate cross-‑functionally and support senior stakeholders without direct authority
  • High attention to detail, strong organizational skills, and ability to manage multiple priorities simultaneously
  • Creative, data-informed‑ mindset with the ability to translate insights into clear recommendations
  • Word, Excel, Outlook, CoPilot, PowerPoint, Keynote, Photoshop CS, Illustrator CS, Quicktime Player, VLC, and manage FTP site and server
  • SmartSheet, Airtable, or other project management software
  • Bachelor’s degree required
Job Responsibility
Job Responsibility
  • Support the development and execution of select initiatives for Duffy & Friends and DLBE by coordinating inputs across sites, lines of business, and internal partners
  • Act as an integration point for assigned workstreams by supporting alignment across creative, commercial, and operational stakeholders
  • tracking progress against key milestones
  • and proactively flagging risks and dependencies
  • Assist in preparing strategic materials, presentations, and updates for leadership reviews, forums, and working sessions, as well as regular reports to senior leadership
  • Support team operations by managing project workflows and asset tracking tools (including Adobe Workfront), maintaining IP specific approval workflows, and ensuring visibility, compliance, and on time coordination across portfolios
  • Partner closely with internal stakeholders (including Franchise Strategy leadership, Licensees, Parks site teams, Consumer Insights, and Creative) and contribute to identifying opportunities to streamline workflows, improve documentation, and enhance cross team communication
  • Contribute to a high trust, collaborative team environment through strong organization, attention to detail, and proactive communication
  • Support the ongoing evolution of the Duffy and Friends brand by coordinating with cross-functional partners (including Walt Disney Imagineering, Disney Live Entertainment, and Parks site teams) to align priorities, inputs, and execution as the franchise grows toward its long-term vision
  • Support development and execution of integrated content and marketing strategies by assisting with creative briefing, agency coordination, asset reviews, and delivery management to enable strong in-market performance and partner relationships
  • Fulltime
Read More
Arrow Right