Investment Coordinator

Investment Coordinator

Posted 69 Days Ago

Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. With over $34 billion in assets under management, BAM employs more than 2,100 people across 23 offices in the U.S. and Canada, Europe, the Middle East, and Asia. The firm’s investment teams span five strategies, including Equities Long/Short, Fixed Income & Macro, Commodities, Multi-Asset Arbitrage, and Systematic. Balyasny’s mission is to deliver to its investors absolute, uncorrelated returns in all market environments.

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 

·        Fluent in Japanese is a plus