Executive Assistant to Managing Partner

Midtown investment bank is seeking an Executive Assistant out of financial services to support a Managing Partner in technology along with the team. Must have 5 plus years of experience working as an Executive Assistant in financial services.

This role supports s all aspects of their daily work, including—but not limited to—managing

complex calendars, coordinating meetings, arranging travel, processing expenses, overseeing office logistics, and

leading ad hoc projects. The ideal candidate is detail-oriented, highly organized, and capable of multitasking in a

fast-paced environment. Strong interpersonal communication skills, sound judgment, and a consistently

professional demeanor are essential.

About us:

Leading financial advisory firm with a legacy as one of the oldest independent investment

banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets

solutions and activism defense across a range of industries.

Our difference is that we offer unmatched industry knowledge in the sectors we cover, providing the most

comprehensive strategic solutions, tailored to generate long-term shareholder value. Our bankers live and breathe

the sectors they advise on, providing unparalleled analysis, understanding and access.

Key Responsibilities:

• Schedule and organize appointments, meetings, and events. Ensure that the executive’s time is well managed and optimize their schedule based on priorities.

• Plan and organize travel, including flights, hotels, transportation, and itineraries. Ensure travel logistics are

smooth and cost-effective through Navan.

• Organize and schedule meetings, including booking meeting rooms, preparing agendas, and ensuring that

all necessary materials and participants are available. Follow up on action items from meetings.

• Handle and track expenses, prepare reports, and assist in budget preparation through Certify.

• Handle confidential information with discretion, ensuring privacy and security of sensitive data.

• Act as a liaison between executives and internal teams or clients. Communicate directives, follow up on

requests, and ensure alignment across departments.

• Track and update DealCloud daily to maintain accurate records of management meetings and ensure

visibility for the team.

Skills and Qualifications:

• Bachelor’s degree is preferred.

• At least 2-4 years of experience in an administrative support role, with a strong preference for executive level support experience.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Strong ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced

environment.

• Excellent written and verbal communication skills, with the ability to interact professionally with internal

and external stakeholders