Investment Coordinator

Overview

Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. With over $34 billion in assets under management, BAM employs more than 2,100 people across 23 offices in the U.S. and Canada, Europe, the Middle East, and Asia. The firm’s investment teams span five strategies, including Equities Long/Short, Fixed Income & Macro, Commodities, Multi-Asset Arbitrage, and Systematic. BAM’s mission is to deliver to its investors absolute, uncorrelated returns in all market environments.

Position

In the role of Investment Coordinator, you will be responsible for providing day-to-day support for portfolio managers (PM) and analyst teams, managing calendars, travel, expenses, and various administrative tasks.

Responsibilities

• Provide day-to-day support for PM and analyst teams: manage calendar, travel, expenses, and miscellaneous requests.
• Visa processing for work travel.
• Medical / healthcare claim forms processing.
• Relocation arrangements and expenditures management.
• Maintain critical reporting systems within the Broker Relations Group.
• Ensure accurate and timely expense processing.
• Create bespoke reporting and calendar updates for PMs and teams.
• Review daily and weekly calendars to ensure awareness of meetings, address conflicts or prioritization as needed.
• Complete ad hoc requests for the Broker Relations team, including broker subscriptions and resourcing.
• Coordinate with Compliance to ensure adherence to policy, meeting clearances, approvals, vetting of industry expert meetings, non-C-level management events, and private company meetings.
• Tag post-meeting notes for Compliance in Idea Tracker.
• Execute on all Corporate Access & Sell Side Meeting Arrangements.
• Track and highlight upcoming non-deal roadshows, conference meetings, events, analyst days, and earnings calls.
• Schedule corporate access, sell-side analyst meetings, and expert calls.
• Maintain daily data entry to keep the Event Tracker database accurate.
• Schedule management calls for PM teams using BAM systems to invite all relevant parties.
• Request conference meetings and confirm schedules with the Broker Relations team.
• Gather and print models, transcriptions, and company presentations.

Qualifications & Attributes

• Corporate Access knowledge.
• Collaborative team player.
• Analytical thinker.
• Equity Capital Markets knowledge.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite, specifically Excel, Outlook, and PowerPoint.
• Fluent in Japanese is a plus.