Job description

Legato Capital Management, LLC, founded in April 2004, is a boutique independent, investment management firm with more than $800 million in assets and located in San Francisco, California. It is dedicated to utilizing small entrepreneurial investment managers to build multi-manager portfolios for sophisticated institutional clients. The Company’s mission is to provide expertise in the following areas:

• Investment Manager Research

• Portfolio Construction

• Manager Development

The investment managers the Company utilizes often have less than $2 billion in assets under management and invest in companies of all sizes, both in the U.S. and abroad. All members of our team work collaboratively to create a culture of superior performance and industry-leading client service.

THE POSITION

The Executive Assistant/Office Administrator is responsible for oversight ensuring the standardization, quality, and execution of all administrative activities of the Company. Key aspects of the position are the oversight of external vendors associated with compliance, human resources, marketing, and office management. Ensuring that the Company’s marketing materials and multi-media footprint meet or exceed regulatory compliance standards will be an important responsibility. The role will support the Chief Compliance Officer and work closely with the Company’s external compliance partner supporting the execution of related activities at the local level. All activities will be in coordination with and under the supervision of the President & CEO, who also is the Company’s Chief Compliance Officer.

PRIMARY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS

Alongside the Company’s compliance partner, develop a compliance calendar to ensure regulatory compliance. Manage deadlines and documents for HR, Firm Compliance and Marketing. Complete and file RFPs for new business opportunities. Process and edit new investment manager Investment Management Agreements. Work with client and prospect professionals in contract fulfillment. Review existing marketing library slides and approve slides, as necessary.

QUALIFICATIONS

• Minimum 5 years’ experience in a comparable role preferably at an investment management firm.
• Proficient in Microsoft Office 365 applications and SharePoint

GENERAL SKILLS AND COMPETENCIES

• High attention to detail.
• Ability to work collaboratively with all levels of the Company’s employees, its vendors, clients, and prospects.
• Work simultaneously on a wide variety of projects, exercising judgement to schedule priorities and dealing with a large and continuously changing volume of work.
• Superior organization and time management skills.
• Ability to work with little direction and execute projects in a timely manner.

· Self-starter who is persistent and driven to succeed with little direction.

· Professionalism with demonstrated skills at diplomacy and engagement.

· High level of personal integrity and judgement.

· Ability to manage highly confidential information discretely.

WORK ENVIRONMENT AND PHYSICAL DEMANDS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· This position operates in a professional office environment and routinely uses standard office equipment.

· The ability to sit, stand or walk for long periods of time (8+ hours/day).

· The ability to lift up to 20 lbs. (with or without assistance).

· The ability to push, pull, bend, kneel, reach, stoop, and crouch.

· Specific vision abilities required by this job includes near, far, peripheral and depth and ability to adjust focus (with or without the use of corrective lenses).

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills, minimum education, training, licensure, experience, and/or ability required. The position and its essential functions may change over time and these changes may not necessarily be reflected in the position description. The Company may, at its sole discretion, add to, change, or expand the essential or marginal functions of the position.

Job Type: Part-time

Pay: $30.00 - $40.00 per hour

Schedule:

• 4 hour shift

Ability to commute/relocate:

• San Francisco, CA 94111: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Powerpoint (Preferred)
• Microsoft Excel (Preferred)

Work Location: Hybrid remote in San Francisco, CA 94111

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