BOSU3685 Investment Office Manager Boston, MA | 100% Onsite | 4-Month Contract | 40 Hours/Week

Sigma Systems is seeking an experienced Investment Office Manager for an exciting onsite opportunity with a prestigious university investment office in Boston, MA. This role is ideal for a highly organized administrative professional with experience supporting executives, managing office operations, coordinating investment-related activities, and handling financial and operational processes within a fast-paced environment.

The Investment Office Manager will work closely with the Chief Investment Officer, Investment Operations Director, Investment Committee members, and investment managers while supporting the day-to-day operations of a thirteen-person investment team.

Key Responsibilities

Investment Operations & Financial Administration

• Process and track daily cash flows and maintain accurate cash balance records.
• Support investment operations activities and portfolio administration.
• Maintain online portfolio management systems and investment databases.
• Assist with annual tax and audit confirmation processes for over 350 investments.
• Coordinate with auditors, tax teams, custodians, investment managers, and vendors.
• Reconcile payments and financial transactions involving banks, hedge fund managers, and service providers.

Executive & Administrative Support

• Provide executive-level administrative support to investment leadership and team members.
• Manage complex calendars, scheduling, and meeting coordination.
• Coordinate Investment Committee meetings and distribute materials.
• Manage high-volume email correspondence and track action items.
• Arrange domestic and international travel and prepare expense reports.
• Maintain office phone lines, records, and administrative documentation.

Office Management & Operations

• Serve as liaison between the Investment Office and university departments.
• Manage office supplies, equipment, furniture, and technology requests.
• Coordinate onboarding logistics for new hires, including laptops, phones, iPads, and office setup.
• Support department purchasing, invoicing, vendor management, and procurement activities.
• Maintain organized records and support various office projects and initiatives.

Required Qualifications

• Bachelor’s Degree required.
• 5+ years of professional experience in:
  • Office Management
  • Executive Administration
  • Investment Operations Support
  • Financial Services Administration
  • Administrative Operations
• Strong organizational and multitasking skills.
• Exceptional attention to detail and accuracy.
• Strong verbal and written communication skills.
• Ability to work independently and exercise sound judgment.
• Professional demeanor when interacting with executives, investment managers, and stakeholders.
• Strong analytical, numerical, writing, and proofreading skills.

Preferred Qualifications

• Experience within:
  • Investment Management
  • Asset Management
  • Endowment Management
  • Financial Services
  • Banking
  • Wealth Management
  • Higher Education Investment Offices
• Familiarity with investment, financial, legal, or accounting terminology.
• Experience supporting executive leadership teams and board committees.
• Experience with purchasing, invoicing, reconciliation, and audit coordination.
• Knowledge of portfolio management systems and investment operations processes.

Technical Skills

• Microsoft Excel
• Microsoft Word
• Microsoft Outlook
• Microsoft PowerPoint
• Adobe Acrobat
• Ariba (preferred)
• Database Management Systems
• Expense Reporting Tools
• Calendar Management Systems