Canterbury Consulting, Inc. ("Canterbury") is a 60+-person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B.  Clients are both tax-exempt - public and private foundations, endowments and pension plans - and taxable - corporate plans and high net worth and ultra-high net worth individuals and families - and invest in both traditional assets such as public equities and bonds and alternative assets such as private capital, hedge funds and real assets (commodities, real estate, etc.).  Canterbury customizes each client’s portfolio based on his or her needs, wants, risk preferences and liquidity requirements.  The average tenure of Canterbury's clients is 10+ years.

When you join Canterbury as an Investment Services Coordinator on our Client Services team, you will have a direct impact on the investment success of foundations, endowments, and families through your work. 

The Investment Services Coordinator at Canterbury Consulting is an important part of our clients’ success and is a challenging and rewarding role for the right individual. 

The successful Investment Services Coordinator has the following characteristics:

• An extremely high level of attention to detail and quality of work


• Dependable; completes tasks on time and is self-accountable


• The ability to be a team player as well as complete individual responsibilities


• Excellent written and oral communication skills


• Preferred completion of a four-year degree

The primary responsibilities of Investment Services Coordinator are to…

• Support role and primary back-up for Canterbury’s Reporting inbox, processing both fund level and client level information as well as processing private equity documentation such as capital calls and distributions


• Support role and primary back-up for Print Production, to include the ability to process a quarterly performance report from start to finish, accessing and utilizing complex printer systems


• Manages various projects as assigned by management, willingness to learn all aspects of the tasks related to the projects


• Works to implement the streamlining of processes and procedures
   
  At Canterbury, we expect our Investment Services Coordinators to learn at a fast pace in a demanding environment, and demonstrate excellent problem solving and troubleshooting skills. From your first day on the job, you will be an integral part of the process in helping our clients achieve investment success.