Team Coordinator, Executive Team – Temporary

Title: Team Coordinator, Executive Team – Temporary

Location: New York, NY, Four days onsite (Monday through Thursday)

Duration: 3-months

Compensation: $45 – $47 per hour

A leading global private markets advisory firm is seeking a highly organized and proactive Team Coordinator to support client-facing fundraising and investor engagement activities. This individual will serve as the primary point of coordination for meetings, roadshows, travel logistics, and calendar management for a fast-paced team working with institutional investors and investment management clients.

The ideal candidate is detail-oriented, resourceful, collaborative, and thrives in an environment with competing priorities and changing schedules. This role offers an opportunity to work closely with senior professionals and gain exposure to global investor relations and fundraising activities.

Key Responsibilities

Meeting & Roadshow Coordination

• Coordinate and schedule meetings between clients, institutional investors, and internal stakeholders.
• Organize domestic and international roadshows, ensuring efficient scheduling and optimal use of participants‘ time.
• Maintain scheduling systems and provide regular updates on upcoming roadshow activity.
• Identify and resolve scheduling conflicts while balancing multiple priorities.

Travel & Logistics Management

• Manage all travel arrangements, including flights, hotels, ground transportation, and related logistics.
• Coordinate detailed travel itineraries for both internal team members and client-facing events.
• Proactively anticipate logistical challenges and implement solutions.

Calendar & Administrative Support

• Provide heavy calendar management support for senior team members.
• Schedule meetings, conference calls, client events, and business meals.
• Prioritize competing requests and ensure seamless coordination across multiple stakeholders.

Reporting & Data Management

• Prepare and distribute weekly target and activity reports.
• Gather, organize, and maintain data for reporting purposes.
• Utilize CRM platforms and internal systems to track meeting activity and client engagement.

Team Collaboration

• Partner closely with coverage, advisory, and operational teams across multiple regions.
• Share best practices and contribute to a collaborative, team-oriented environment.
• Provide on-site administrative and coordination support as needed.

Required Experience

• Minimum of 2 years of experience in financial services, investment management, professional services, investor relations, or a related environment.
• Experience coordinating complex schedules, meetings, and travel arrangements.
• Proven ability to manage multiple projects and deadlines simultaneously.

Preferred Experience

• Investor relations or fundraising support experience.
• Experience organizing executive roadshows, client events, or multi-city travel schedules.
• Familiarity with CRM systems and reporting tools.

Required Skills & Competencies

• Exceptional organizational skills and attention to detail.
• Strong ability to prioritize and manage changing demands in a fast-paced environment.
• Excellent verbal and written communication skills.
• Professional judgment and problem-solving abilities.
• Comfortable working independently with minimal supervision.
• Strong interpersonal skills and a collaborative mindset.
• Ability to build and maintain effective working relationships with internal and external stakeholders.
• Proficiency in Microsoft Office Suite.
• Familiarity with CRM platforms and productivity-enhancing AI tools is a plus.
• Ability to remain calm, professional, and adaptable when plans change with little notice.
• Positive attitude with a willingness to support both strategic initiatives and day-to-day administrative tasks.

Work Environment

• Fast-paced, client-focused professional services environment.
• Significant interaction with senior leaders, clients, and institutional investors.
• Opportunity for long-term growth through a potential temporary-to-permanent conversion.

Equal Opportunity Statement

The company is committed to creating an inclusive workplace and welcomes applications from qualified candidates of all backgrounds and experiences.

The SR Group (US), Inc. is acting as an Employment Agency in relation to this vacancy.

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