Jobs · Management · Michigan

Investment Operations Coordinator

Van Andel Institute · Grand Rapids Metropolitan Area · 1 wk ago
On-siteManagementFull-time

SUMMARY

Provide day-to-day support to the endowment investment team across calendaring, travel coordination, expense reporting, CRM maintenance, document management, fund manager communications, data-room access coordination, counterparty documentation, tax document tracking, deadline management, and internal coordination with legal, finance, and investment team members.

FUNCTIONS

  • Cook up and oversee complex calendars, meetings, calls, and video conferences for members of the investment team, including meetings with external counterparties.
  • Plan and manage business travel, including transportation, lodging, itineraries, meeting logistics, conference registrations, and related expense documentation.
  • Prepare, submit, and track expense reports and related reimbursement documentation.
  • Maintain investment team CRM records, including fund manager contacts, pipeline updates, meeting records, activity tracking, documentation follow-up, and electronic filing.
  • Aid with basic account-opening processes, standing instruction updates, custodian-bank documentation, administrative forms, onboarding documentation, subscription materials, KYC/AML requests, banking documentation, and other counterparty paperwork.
  • Maintain and provide documentation for Anti-Money Laundering and Know Your Client updates requested by fund managers, banks, custodians, or other investment counterparties.
  • Act as a professional liaison between external fund managers and the investment team regarding virtual data-room access, diligence materials, document requests, and related administrative follow-up.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems consistent with internal security and compliance protocols.
  • Cook up and maintain access to fund data-room portals and external investment manager systems

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