Investment Operations Assistant

The Investment Department seeks a highly organized proactive and flexible candidate to provide operational and administrative assistance to the team. Reporting to the Director of Investment Operations the Investment Operations Assistant manages day-to-day operational and administrative tasks to include scheduling meetings expense reports travel and managing communications with internal colleagues business contacts and vendors.

Getty has engaged Boyden for this search. If you would like to be considered for this opportunity please send your resume to Sean Myers at He will review your background concerning the position and contact you as appropriate. Only individuals who express interest in this way will be considered as part of this search.

This role encompasses a range of responsibilities including but not limited to those outlined below.

• Maintaining the team calendar; coordinating meetings and calls on behalf of the team including reserving conference rooms and visitor parking
• Assisting with team travel arrangements
• Preparing expense reports in accordance with Getty Business and Expense policy and procedures
• Coordinating Department events and workshops; liaison with external vendors for sites facilities catering etc.
• Assisting in the administration of contracts and procurement documentation
• Coordinating the summer internship program
• Maintaining office equipment and coordinating purchases
• Maintaining the office suite
• Performing mail runs
• Maintaining digital and physical files
• Representing the Investment Team as an emergency evacuation coordinator
• Reconciling cash activity between the custodian and portfolio management systems (PMS)
• Preparing cash forecasting reports for public and private portfolios
• Managing the vendor expense management process for the investment office
• Updating manager and fund-level data in the portfolio management system (PMS)
• Coordinating the collection and distribution of documents from investor portals
• Assisting with AML/KYC inquiries
• Assisting with the annual audit and tax function for the investment office
• Assisting with the production of quarterly Investment Committee meeting materials
• Assisting with the review of monthly valuations performance and NAV packets prepared by the administrator against the internal PMS

• College or university degree
• Minimum 2-5 years of relevant work experience; experience working at a financial organization preferred
• Strong organizational skills with a high attention to detail
• Advanced computer skills and adeptness at learning new software
• Exceptional at time management meeting deadlines multi-tasking and working well under pressure
• Team-oriented and willing to roll up their sleeves to contribute to the groups common objectives
• High level of integrity honesty and sense of fiduciary duty

Here are just some examples that Getty offers/provides for full-time employees:

• Medical Dental and Vision insurance coverage starting on date of hire. Getty pays 75%-95% of the premium depending on the plan selected.
• 403(b) Employee Investment retirement plan with up to 5% Getty Match
• Getty contribution of 6% on behalf of employee to 401(a) retirement account
• Educational Assistance and professional development
• Paid Vacation Sick and Personal Days
• 12 Paid Holidays
• Many positions have bi-weekly Off-Fridays
• On-Site Fitness Center at Getty Center
• Community service opportunities

To learn more about our comprehensive benefits and long list of perks go to Getty HR.