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.