Executive Assistant & Research Assistant Bardin Hill Investment Partners LP (Formerly Halcyon Asset Management, LLC)
New York
04.1999 - Current
Provide administrative support to a team of 23 investment professionals, including 7 Portfolio Managers and 2 Traders
Responsible for providing updates with daily materials of company's portfolio to all investment professionals including the trading desk
Manage international and domestic travel logistics including multi-leg flight itineraries, ground transportation and lodging
Coordinate and initiate a daily morning meeting call
Receive and screen high-call volume for all investment professionals, along with all calendar entries for daily meetings and Zoom calls
Reconcile monthly expenses and credit card statements, create Gift & Entertainment reports submitting to Compliance for approval
Work on special projects by assisting the Research Analysts obtain research materials i.e
SEC filings, company presentations, company financials, while maintaining discretion with highly confidential material
Process and file medical claims through company healthcare provider and follow up as needed
Work as part of a team training new employees and provide support to other executive assistants as needed
Liaise with Office Manager and act as stand in OM when required
Provide backup assistance to CEO/CIO in EA's absence.
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