Investment Operations Assistant

Job Summary The Investment Department seeks a highly organized, proactive, and flexible candidate to provide operational and administrative assistance to the team. Reporting to the Director of Investment Operations, the Investment Operations Assistant manages day-to-day operational and administrative tasks to include scheduling meetings, expense reports, travel, and managing communications with internal colleagues, business contacts, and vendors. Major Job Responsibilities Maintaining the team calendar; coordinating meetings and calls on behalf of the team including reserving conference rooms and visitor parking Assisting with team travel arrangements Preparing expense reports in accordance with Getty Business and Expense policy and procedures Coordinating Department events and workshops; liaison with external vendors for sites, facilities, catering, etc. Assisting in the administration of contracts and procurement documentation Coordinating the summer internship program Maintaining office equipment and coordinating purchases Maintaining the office suite Performing mail runs Maintaining digital and physical files Representing the Investment Team as an emergency evacuation coordinator Reconciling cash activity between the custodian and portfolio management systems (PMS) Preparing cash forecasting reports for public and private portfolios Managing the vendor expense management process for the investment office Updating manager and fund-level data in the portfolio management system (PMS) Coordinating the collection and distribution of documents from investor portals Assisting with AML/KYC inquiries Assisting with the annual audit and tax function for the investment office Assisting with the production of quarterly Investment Committee meeting materials Assisting with the review of monthly valuations, performance, and NAV packets prepared by the administrator against the internal PMS Qualifications College or university degree Minimum 2-5 years of relevant work experience; experience working at a financial organization preferred Strong organizational skills with a high attention to detail Advanced computer skills and adeptness at learning new software Exceptional at time management, meeting deadlines, multi-tasking, and working well under pressure Team-oriented and willing to roll up their sleeves to contribute to the group's common objectives High level of integrity, honesty, and sense of fiduciary duty Benefits and Perks Medical, Dental and Vision insurance coverage, starting on date of hire. Getty pays 75%-95% of the premium, depending on the plan selected. 403(b) Employee Investment retirement plan “ with up to 5% Getty Match Getty contribution of 6%, on behalf of employee, to 401(a) retirement account Educational Assistance and professional development Paid Vacation, Sick and Personal Days 12 Paid Holidays Many positions have bi-weekly Off-Fridays On-Site Fitness Center at Getty Center Community service opportunities EEO Statement Getty is committed to creating a welcoming workplace that reflects the various backgrounds of the communities we serve. We value differences in the pursuit of inquiry and knowledge, mutual understanding, respect, trust, transparency, and cooperation. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship or immigration status, color, disability, ethnicity, familial status, gender identity and/or expression, genetic information, marital status, national origin, race, religion, sex, sexual orientation, veteran status, or any other protected status. #J-18808-Ljbffr