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Investment Office Manager

The Planet Group | boston, United-States | Posted June 19, 2026

Position Overview

Job Title: Investment Office Manager

Duration: 5 months

Location: Boston MA - 100% On Site


Specific Responsibilities Include:

  • Demonstrate comprehensive knowledge of Investment Office functions and communicate and resolve issues independently
  • Display autonomous judgment to determine how to achieve desired/expected results and a mix of daily and weekly communications/progress reports
  • Manage high-volume office email correspondence with both current and prospective managers in the online database system, follow up on actionable items and forward key manager updates and queries to the Investment team for further action
  • Prepare and communicate Endowment’s daily cash flows and maintain online portfolio management system to track cash balances internally
  • Support the Investment Operations Director with annual tax and audit confirmation proces...

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