Executive Assistant to Senior Portfolio Manager
Posted on 3/21/2023
Miami, FL, USA
Experience Level
Desired Skills
  • Strong sense of judgment and always act with extreme confidentiality/discretion in mind
  • Have a “can do” attitude
  • Strong written & verbal communication
  • Proficient in Microsoft Outlook and Microsoft Office Suite (Word, Excel, PowerPoint)
  • Ability to prioritize and manage multiple streams of information & tasks
  • Confidence to follow up with team members/ executives and hold them accountable
  • Process-oriented and very strong attention to detail
  • Strong sense of urgency
  • Exceptional organizational and time-management skills
  • Self-Starter
  • Personable, mature, and poised
  • Team player
  • Experience with Concur
  • 5+ years of experience as an Executive Assistant/Personal Assistant
  • Previous experience in finance or hedge funds
  • Methodical help to Portfolio Manager in time management tasks including but not limited to providing daily schedule and summary for the day, attending or dialing in on meetings scheduled for the PM, ensure PM leaves on time to get to new meetings, and walking through daily tasks as needed given busy schedule for the day
  • Extensive scheduling and calendar management in coordination with other teams daily
  • Expense management
  • Heavy International and Domestic travel needs, including flights, hotels, other transportation, detailed itineraries, restaurant reservations, and more
  • Help to organize and provide logistics for all types of team and firmwide events (as needed)
  • Keep track of and coordinate notes and/or gifts for employee birthdays/anniversaries/family-related milestones
  • Lunch/coffee daily
  • Answer phone calls and take messages
  • In-person meeting preparation, including print materials and handle technology set up in conference rooms
  • Maintain business contact information
  • Travel planning for family, including flights, hotels, other transportation, detailed itineraries, restaurant reservations, and more
  • Help secure any travel-related visas/documents for childcare support
  • Healthcare related items such as track insurance submissions and reimbursements
  • Keep all paperwork up to date for the family (passports, licenses, car and home needs)
  • Dinner reservations as needed
  • Order gifts for family and friends as needed
  • Manage the family calendar in close communication with the spouse of the Sr. Portfolio Manager for events such as dinners, travel
  • Help with family events such as birthday parties and holiday dinners
  • Maintain all personal/family contact information

201-500 employees

Proprietary trading firm
Company Overview
Schonfeld's mission statement is to help clients work toward financial independence through planning.