Location
Burbank, CA | United States
Job description
The Pension and Investments Group within Corporate Treasury oversees over $20 billion of retirement plan assets encompassing both defined benefit (pension) and defined contribution (401(k)) plans. The company’s pension plan is invested in a broad array of diversified investments including domestic and international equities, fixed income and alternative investments (private equity, venture capital, real estate and hedge funds). The 401(k) plans are equally well-represented save for the illiquid investments that comprise the alternatives category.
The Pension and Investments Group is a forward-thinking team that seeks to engage its investment mandate with intelligence, prudence and quickness – both in thought and action. Our mission is to select the best investment vehicles and structures on behalf of The Walt Disney Company’s retirement plan participants against an ever-changing backdrop of the world’s financial market conditions. This includes viewing and researching the financial markets and its agents (managers, brokers, consultants) with respect and agility, but also inquisitively and skeptically, to make sure the investment partnerships we engage in today are both beneficial in talent and character to generate the market-beating results net of fees needed for tomorrow.
Responsibilities:
- Proactively assist with IAC presentation creation and binder distribution
- Manage calendars and schedule meetings, including updating the calendar for recurring and/or notable events, meeting coordination and logistics including invitations, audio/video conferencing set up, providing dial-in numbers, obtaining guest passes, assuring necessary presentation equipment is provided, ensuring timely and effective communications, and getting visitors situated upon arrival
- Primary contact for all incoming phone calls; handle phones with courtesy and efficiency; coordinate conference calls
- Maintain manager and vendor contact lists, and manager website logins/passwords
- In a timely and accurate manner, download/upload all manager related documents to the Document Management (DM) system, including ADVs, 408(b), DDQ, Dodd Frank, Quarterly Reports, Subscription Documents, important emails, etc.
- Maintain investment manager document checklist including all legal documents, performance reports, targeted communications, seminars, conferences, K-1’s, 1099, and 5500’s.
- Coordinate travel arrangements and prepare itineraries, including trip logistics, meeting coordination and remote support of employees who are out of the office
- Process invoices for management fees, collect K-1s and provide Corporate Accounting with a tracking spreadsheet of quarterly international management fees in a timely manner
- Process capital calls/wires for Corporate Investments
- Complete subscription documents for new managers/funds
- Prepare and submit expense reports in a timely manner
- Order office and kitchen supplies and process invoices and goods receipts
- Provide back-up to other assistants in Treasury
- Assist with special projects as needed
- Troubleshoot occasional facility issues
- Set priorities, meet deadlines, operate independently, communicate readily and effectively, and follow up on assignments with minimal supervision/direction
- Maintain standards of high integrity, impeccable moral and ethical character, discretion and strict confidentiality
- Create, encourage and maintain a positive environment for all who interact with Pension & Investments and the broader Treasury department
- Collaborate proactively and effectively with the department administrative team
- Maintain and support the usage of business equipment and supplies
Job tags
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