Project Leader & Administrative Assistant

About the role

This role is a newly created position reporting to the Chief Investment Strategist. It involves approximately 40% of time coordinating media/social media and conference appearances, 35% supporting high-level projects, and 25% managing research operations support. The role operates in a hybrid environment, requiring occasional in-person presence in the downtown Chicago office.

Responsibilities

• Cover media appearances, studio bookings, and schedules
• Manage calendar scheduling, arrange travel, and coordinate expense reporting
• Maintain research project priority lists and approvals
• Coordinate content production and social media activity with internal contributors and stakeholders
• Compile and deliver activity summaries to executive leadership
• Document and follow up on important actions/decisions from research project meetings
• Ensure planning deadlines are met
• Provide in-depth reporting and analysis where needed
• Gather data and produce presentations in PowerPoint and Excel for an executive level audience
• Manage and maintain vendor contracts
• Provide administrative support to the Chief Investment Strategist and her direct reports
• Maintain confidentiality in all communications

Requirements

• Associates degree or equivalent experience
• 5+ years’ related experience
• Project management execution and budget management experience
• Experience with travel and logistics coordination
• Responsive, thoughtful communication abilities
• Ability to build and maintain effective, positive relationships
• Experience interacting respectfully and positively with associates at all levels
• Experience with Microsoft Office Suite, including PowerPoint creation for executive audience

Qualifications

• Ability to demonstrate empathy, initiative, and resourcefulness
• Creative approach with problem-solving
• Strong communication skills (verbal, written, presentation)
• Strong time management skills
• Agility – easily switches gears to handle multiple tasks at one time
• On-going learning bias
• Ownership mindset