Executive Assistant

This role is a highly visible Executive Assistant position that supports senior investment professionals and leadership teams, helping keep a fast-paced and demanding environment running smoothly. It’s centered on being a trusted right hand for scheduling, coordination, and day-to-day operational support so portfolio managers can stay focused on investment decisions. Great team to work for with very little turnover.

Key Responsibilities

• Coordinate a high volume of internal and external meetings and manage complex calendars.
• Build relationships with broker sales teams to facilitate meeting scheduling.
• Arrange travel, accommodations, and transportation for portfolio managers and team members.
• Track and log meeting details, organize research materials, and maintain records.
• Process expense reports and support day-to-day administrative operations.
• Assist with onboarding and training coordination for new hires.
• Participate in team meetings and develop an understanding of investment industries, business technology, investment philosophy, and risk management frameworks.

Desired Qualifications

• Bachelor’s degree
• 5+ years of administrative assistant experience, preferably within financial services or investment management.
• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Excellent organizational, time management, and multitasking abilities.
• Strong attention to detail, professionalism, and discretion with confidential information.
• Effective communication and interpersonal skills, with the ability to work independently and collaboratively.
• Proactive problem-solving mindset and a strong desire to learn in a dynamic investment environment.

Competitive benefits, OT and bonus eligibility.