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Job Title: Executive / Portfolio Assistant

Job Code: 89CK 

Details: Portfolio management team in an excellent asset management firm seeks an experienced Executive Assistant to support them. The role requires a highly organized professional with extreme attention to detail and a flexible attitude. The Executive Assistant will work with the firm’s high powered individuals, portfolio managers and clients. Will be responsible for reporting using FactSet, GPS, InSite and Bloomberg, database maintenance, as well as projects using Excel and PowerPoint. The Assistant will create client mailers containing reports and appraisal data as well as client presentation books. The Executive Assistant will coordinate schedules, manage calendars and arrange travel as needed.

Skills Required: This role requires financial services experience, strong attention to detail and excellent organizational skills. Bachelor’s degree is preferred, but not required. Will be good with numbers and comfortable working with high level investment professionals. Word, Excel, PowerPoint and Outlook are required.

For More Information, CONTACT: Chris Kennedy @ 617-728-4100 or fax resume to 617-728-4115 or E-mail chris@fanning-boston.com




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