Personal Assistant at Weiss Asset Management

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Asset Management, FinanceIndustries

Requirements

Highly organized
Reliable
Detail-oriented
Strong interest in managing calendars and coordinating appointments
Sound judgment
Discretion
Strong follow-through

Responsibilities

Manage personal scheduling and logistics, including medical and personal care appointments, coordinating with providers and handling follow-ups or rescheduling as needed
Run personal errands and oversee essential tasks, including coordinating pickups, managing personal items, and handling time-sensitive or in-person responsibilities
Support personal administration, including insurance communications, subscription management, and resolving billing or account issues
Assist with broader life logistics, including apartment searches, financial organization, and maintaining key personal records
Handle occasional tech and product-related support, including researching, ordering, or testing equipment and ensuring key items are stocked or backed up
Manage daily lunch ordering and other ongoing requests to help ensure a smooth, well-organized day-to-day environment
Provide limited support on professional tasks, including travel coordination, receipt tracking, and basic administrative workflows

Skills

Key technologies and capabilities for this role

Calendar ManagementSchedulingLogistics CoordinationErrand RunningAdministrative SupportInsurance CommunicationSubscription ManagementBilling ResolutionTravel CoordinationReceipt Tracking

Questions & Answers

Common questions about this position

What is the location or work arrangement for this Personal Assistant role?

This information is not specified in the job description.

What skills are required for the Personal Assistant position?

The role requires being highly organized, reliable, detail-oriented, with sound judgment, discretion, and strong follow-through.

What is the company culture like at Weiss Asset Management?

WAM offers a collaborative environment with diverse teams, a flat structure where talent and work ethic drive achievement, and emphasizes integrity, rationality, creativity, continuous learning, and welcoming feedback.

What salary or compensation does the Personal Assistant role offer?

This information is not specified in the job description.

What makes a strong candidate for this Personal Assistant position?

A strong candidate is highly organized, reliable, detail-oriented, exercises sound judgment and discretion, has strong follow-through on time-sensitive tasks, and aligns with WAM's values of collaboration, continuous learning, and rational decision-making.

Weiss Asset Management

Value-based investment management services

About Weiss Asset Management

Weiss Asset Management focuses on creating investment strategies that aim to provide strong returns while managing risk. The company uses a combination of in-depth research, statistical analysis, and careful decision-making to find undervalued assets that can yield high returns. Unlike many competitors, Weiss emphasizes a collaborative approach and values integrity, creativity, and continuous improvement in its operations. The goal of Weiss Asset Management is to deliver high risk-adjusted returns to a diverse group of investors, including charitable foundations and pension plans, while fostering a culture of excellence within its team.

Boston, MassachusettsHeadquarters

1991Year Founded

VENTURE_UNKNOWNCompany Stage

Quantitative Finance, Financial ServicesIndustries

51-200Employees

Risks

Competition from algorithmic trading firms using advanced AI models is increasing.

Potential tech sector overvaluation could impact investments in Amazon and Infosys.

Rising interest rates may affect valuations of financial institutions like Northern Trust.

Differentiation

Weiss Asset Management uses proprietary value-based investment strategies for high risk-adjusted returns.

The firm emphasizes deep fundamental research and statistical analysis in decision-making.

Weiss values integrity, rationality, creativity, and continuous learning in its investment approach.

Upsides

Increased interest in ESG investing boosts demand for Weiss's value-based strategies.

AI-driven analytics enhance Weiss's ability to identify undervalued assets efficiently.

Growing retail investor participation creates opportunities for tailored investment products.

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