Overview
Investment Group Research Assistant Jobs in San Francisco, CA at CyberSearch, Ltd
Investment Group Research Assistant (Hybrid, 4 days onsite- Friday’s remote) (2 open roles)
San Francisco, CA 94105
Shift: Hours 7am to 4pm with half hour flex appreciated during coverage assignments
3 months (potential extension)
Overview:
We are seeking a highly organized and adaptable Investment Group Resource Assistant (IGRA) to join our team. This role provides administrative and operational support through a combination of centralized task execution and temporary coverage-based support for investment professionals.
IGRAs operate in a dynamic environment, balancing high-volume, process-driven work with flexible coverage responsibilities. Success in this role requires the ability to shift seamlessly between priorities, apply sound judgment, and build effective partnerships with stakeholders.
Primary responsibilities/essential functions:
- Process high-volume administrative requests through centralized systems, including expense reporting, research materials, and data updates
- Produce accurate, timely deliverables aligned with established processes and service expectations
- Manage multiple priorities and ensure timely completion of requests
- Investigate discrepancies, resolve issues independently where appropriate, and escalate when needed
- Leverage technology and AI tools to drive efficiency and quality
- Provide short-term administrative coverage for investment professionals, including calendar management, travel coordination, meeting support, and expenses
- Adjust quickly to individual preferences and varying support needs across teams
- Maintain clear, concise communication with stakeholders and provide regular updates
Qualifications:
- 2+ years of administrative or operational experience
- Strong attention to detail with a consistent track record of high-quality output
- Ability to manage multiple tasks and shift priorities quickly
- Demonstrated learning agility and adaptability
- Strong service mindset with a focus on responsiveness and teamwork
- Clear and professional communication skills
- Strong organizational and task management skills
- Comfort using technology, systems, and AI tools to complete work (familiarity with Concur, FactSet, Microsoft suite and Copilot preferred)
Why Join Us
- Work in a collaborative, team-oriented environment
- Gain exposure to a variety of business functions and workflows
- Be part of a role designed for scale, innovation, and operational excellence
Pay: $28.00 – $33.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Health savings account
- Vision insurance
Work Location: In person
Title: Investment Group Research Assistant
Company: CyberSearch, Ltd
Location: San Francisco, CA
