Executive Assistant, Investor Relations

A Well-known and highly respected billion-dollar global investment management firm is seeking a new Full-Time/Permanent Executive Assistant to support its Investor Relations team in NYC. This role sits within a fast-paced Investor Relations group, supporting a team that works closely with institutional investors around the world. This individual will play a critical role in maintaining seamless operations, coordinating investor communications, managing complex scheduling, and supporting large-scale investor events and roadshows. Candidates must have a minimum of 2-4+ years of experience working as an executive assistant, within financial services (strongly preferred/required) and with 1 year of related client service experience (preferred), and a Bachelor’s degree is required. Ideal candidates should be polished and professional, proactive, detail-oriented, organized, flexible, eager/motivated, able to manage multiple priorities, accustomed to working in a fast-paced environment, comfortable working with senior professionals and external investors, and possess excellent interpersonal and communication skills (both verbal and written). This is an exceptional opportunity to join a world-class organization known for its disciplined investment approach, collaborative culture, and long-term success across global markets!

• Salary depends on experience (90-120k base) plus BUILT-IN paid overtime (approx. 30-40k just by working your normal day!) plus discretionary bonus eligibility. AMAZING, comprehensive benefits – medical/dental/vision/etc., complimentary breakfast & lunch, on-site gym access, and much more.
• Hours are 8:00am-6:00pm, with flexibility as needed. Hybrid work schedule (3 days in office / 2 days remote; Tuesday – Thursday in office; Monday & Friday remote).

Responsibilities:

• Provide comprehensive executive administrative and client-facing support to the Investor Relations team.
• Manage complex calendars across multiple time zones and coordinate internal and external meetings.
• Serve as a point of contact for investor scheduling and communications.
• Prepare and coordinate materials for meetings, calls, and follow-ups.
• Coordinate conference room logistics, catering, and meeting setup.
• Maintain and update team conference calendars.
• Coordinate travel arrangements, itineraries, and event registrations for team members.
• Prepare and reconcile expense reports.
• Provide backup phone coverage and support other administrative staff as needed.
• Assist with special projects and team initiatives.
• Maintain and update the firm’s CRM database system, including client contact records and distribution lists. Track and input meeting details and investor interactions.
• Assist with investor inquiries and administrative requests.
• Support preparation of due diligence questionnaires and other investor materials.
• Process and manage access requests for the firm’s secure data-sharing platform.
• Help coordinate quarterly investor meetings, conferences, and global roadshows.

Required Qualifications:

• Minimum 2–4+ years of experience as an Executive Assistant or Administrative Assistant, ideally working within financial services.
• Prior client service or investor-facing experience preferred.
• Bachelor’s degree required.
• Exceptional attention to detail and strong organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities and work effectively under pressure.
• Professional demeanor when interacting with senior executives and external investors.
• Demonstrated discretion and ability to handle confidential information.
• Highly collaborative team player with a proactive mindset.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with CRM systems (Backstop or similar) a plus.

If you meet the required qualifications and are interested in this role, please apply today.

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