Family Office Assistant and Coordinator

New York, New York, United States

Ref#: POS-5281

Share with: Facebook LinkedIn Twitter Send to a friend

About Two Sigma Investments

Two Sigma is a financial technology company in SoHo that explores the fascinating intersection of big data, artificial intelligence, and finance. It currently manages over $40 billion AUM with 1,000+ staff spanning New York, London, Houston, Hong Kong, and Tokyo. It applies the scientific method to investment management and is not the typical investment manager. Two Sigma follows principles of technology and innovation with equal regard to principles of investment management. Fields like machine learning and distributed computing guide the firm. Since 2001, Two Sigma has searched for ways that these kinds of technologies can make it better at what it does.

About the Position

Two Sigma is seeking a full-time Team Operations Coordinator to support the Two Sigma Family Office and the Family Office Team.


Head of Family Office Support

  • Produce information by transcribing, formatting, inputting, editing, retrieving, copying text and data for internal and external meetings
  • Conserve time by: reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating communications as needed
  • Prepare materials, such as PowerPoint presentations and Excel spreadsheets
  • Maintain appointment schedule by planning and scheduling meetings proactively and reactively, conferences, and travel
  • Welcome guests and customers by greeting them, in person or on the phone; answers/directs inquiries as appropriate
  • Ensure payments and/or reimbursements are processed effectively, as related to travel or other expenses
  • Maintain partnerships and relationships by supporting operations and keeping necessary information confidential
  • Complete projects by assigning work to necessary parties; follows up on results and deadlines as needed. Projects can include projects directly supporting the Head of the Family Office as well as the Family Office team
  • Conduct research and associated briefings / context ahead of meetings
  • Maintain the master Family Office project list
  • Manage IT requests

·        Design and support an efficient and effective file and knowledge management system for increased efficiency and effectiveness

Team Operations and Events: Internal and External

  • Organize and establish meetings on a regular basis with designated individuals to foster positive relationships and understand opportunities for internal cross-connections
  • Coordinate internal and external event logistics, timelines, and schedules
  • Run Family Office related errands on occasion in and out of the office
  • Design and support an efficient and effective file and knowledge management system for increased efficiency and effectiveness for the Family Office shared files

Project Management: Special Projects

  • Work on projects involving research and analysis for the families and the broader Family Office team
    • Lead and manage cross-functional projects
    • Define project requirements
  • Effectively identify problems as they arise, creatively determine solutions to address, identify next steps and communicate with key stakeholders
  • Anticipate project challenges/risks, and mitigate with proactive solutions
  • Identify key interdependencies across projects within and across the team

Required Experience/Attributes

The Team Operations Coordinator will need to develop a high degree of awareness of the needs of the families and the Family Office team as well as the needs of the foundations and charities that we support.

  • Minimum of Bachelor's level degree, two years of related experience preferred
  • Experience in operations, logistics, and/or systems orientation
  • Experience in event planning and/or project management
  • Working knowledge of computers and the operation of standard office machines and software (Microsoft Office Suite Word, Excel, PowerPoint, QuickBooks (preferred but not required, etc.)
  • Excellent verbal and written communication skills
  • Excellent critical thinking and organization skills, attention to detail and accuracy, and ability to move quickly from one task to another
  • Ability to be flexible and handle multiple tasks, with a priority on meeting deadlines
  • Demonstrate innovation, initiative, and the ability to work independently when needed
  • Proactively anticipate needs of the families and the Family Office
  • Familiarity with a fast-paced, entrepreneurial environment
  • Ability to work independently
  • Comfortable making appropriate decisions and escalating issues
  • Display sensitivity and responsiveness to confidential information
  • Possess “colleagues-as-customer” mindset; understand that the Head of the Family Office and the Family Office team are the primary beneficiaries of the Team Operations Coordinator’s output
  • Possess “whatever-it-takes” attitude; develop creative and effective solutions for difficult, unique, or unexpected issues

To Apply

Please visit Two Sigma’s career portal.

Interested in working at Two Sigma? Explore careers.