Investor Reporting Project Coordinator 18-Month FTC

📋 Description

• Own the scheduling and execution of ~120–150 investor update calls per quarter.
• Coordinate calendars across internal investment teams, senior management, and external investors.
• Ensure all invitations, logistics, and materials are distributed accurately and on time.
• Liaise with deal teams, client services, and operations to collect and finalize presentation
• Ensure version control, accuracy, and timely delivery of all investor-facing documents.
• Track progress and proactively follow up on outstanding deliverables.

🎯 Requirements

• Exceptional organizational skills – proven ability to manage high-volume scheduling and multiple
• Strong executive presence – ability to speak up on client calls if issues arise and troubleshooting
• Excellent written communication – professional, clear, and confident when engaging with senior
• Technology proficiency – Zoom (webinars, hosting, recordings), Microsoft Office Suite (PowerPoint
• Attention to detail – diligent in ensuring accuracy of materials and coordination.
• Project management mindset – proactive in tracking progress, anticipating issues, and delivering to