Executive Assistant

Our client is seeking an experienced Executive Assistant to provide high-level administrative support in a fast-paced, team-oriented environment. The ideal candidate is proactive, discreet, and approaches every task with a collaborative, solutions-oriented mindset.

Responsibilities :

• Heavy calendar management, including complex scheduling for senior partners and investment professionals
• Arrange domestic and international flight logistics, including detailed itineraries and related expense reporting
• Screen calls, emails, and correspondence to determine priority and responding appropriately
• Prepare and proofread correspondence, investment memos, and high-quality presentations
• Coordinate due diligence meetings/calls and manage related documentation and CRM updates
• Support onboarding of new hires and act as point of contact for IT support/troubleshooting
• Manage and submit expense reports, invoices, and vendor payments
• Project manage team meetings, conferences, and off-sites as needed
• Take on various projects outside of the core EA role as they arise

Requirements:

• 4-10 years of executive assistant experience, ideally within asset management, hedge funds, or another financial services environment
• Bachelor’s degree is preferred
• Experience within the financial services industry
• Demonstrated history of working with integrity, discretion, and confidentiality
• Proactive, strategic thinker who understands the downstream impact of decisions
• Strong calendar management skills with the ability to navigate complex scheduling with ease
• Excellent verbal and written communication skills
• Strong organizational skills with the ability to multi-task
• Experience coordinating large meetings and events
• Proficiency in Microsoft Office and CRM systems is a plus (e.g. Salesforce, Backstop, Dynamo)
• Experience with AI tools such as Claude and ChatGPT is a plus