Investment Group Research Assistant - San Francisco

Investment Group Research Assistant (Hybrid, 4 days onsite - Friday’s remote) San Francisco, CA 94105 Shift: 7am to 4pm Duration: 3 months (potential extension) Overview We are seeking a highly organized and adaptable Investment Group Resource Assistant (IGRA) to join our team. This role provides administrative and operational support through a combination of centralized task execution and temporary coverage-based support for investment professionals. IGRAs operate in a dynamic environment, balancing high-volume, process-driven work with flexible coverage responsibilities. Success in this role requires the ability to shift seamlessly between priorities, apply sound judgment, and build effective partnerships with stakeholders. Primary responsibilities/essential functions Process high-volume administrative requests through centralized systems, including expense reporting, research materials, and data updates Produce accurate, timely deliverables aligned with established processes and service expectations Manage multiple priorities and ensure timely completion of requests Investigate discrepancies, resolve issues independently where appropriate, and escalate when needed Leverage technology and AI tools to drive efficiency and quality Provide short-term administrative coverage for investment professionals, including calendar management, travel coordination, meeting support, and expenses Adjust quickly to individual preferences and varying support needs across teams Maintain clear, concise communication with stakeholders and provide regular updates Qualifications 2+ years of administrative or operational experience Strong attention to detail with a consistent track record of high-quality output Ability to manage multiple tasks and shift priorities quickly Demonstrated learning agility and adaptability Strong service mindset with a focus on responsiveness and teamwork Clear and professional communication skills Strong organizational and task management skills Comfort using technology, systems, and AI tools to complete work (familiarity with Concur, FactSet, Microsoft suite and Copilot preferred) Why Join Us Work in a collaborative, team-oriented environment Gain exposure to a variety of business functions and workflows Be part of a role designed for scale, innovation, and operational excellence #J-18808-Ljbffr CyberSearch