Executive Assistant

Overview

• Provide comprehensive administrative support to the investment team in a dynamic financial services environment.
• Assist in investor relations activities, including generating reports and maintaining database records.
• Coordinate domestic and international travel arrangements and manage detailed itineraries.
• Serve as backup support for the President’s Executive Assistant and Marketing team EA.
• Ensure ultimate discretion in handling confidential and proprietary information.
• Contribute to creating office efficiencies, protocols, and a cohesive team environment.
• Work on-site in a fast-paced, performance-driven environment with a positive attitude.

Key Responsibilities & Duties

• Support the investment team with administrative tasks and investor relations activities.
• Manage phone and calendar schedules, ensuring efficient time management.
• Coordinate travel arrangements, including domestic and international itineraries.
• Generate reports, maintain database records, and send regular communications.
• Provide backup support for the President’s EA and Marketing team EA.
• Update marketing materials and assist with investor communications.
• Maintain confidentiality and discretion in all professional interactions.
• Contribute to office efficiency and team cohesion through leadership and adaptability.

Job Requirements

• Bachelor’s degree required, preferably in a related field.
• 3-5 years of relevant experience, ideally within financial services.
• Proficiency in Outlook, Word, Excel, and PowerPoint is essential.
• Strong organizational skills and ability to manage multiple tasks simultaneously.
• Adaptability and flexibility to changes in daily routines and duties.
• Positive attitude and willingness to work in a demanding environment.
• Excellent interpersonal and communication skills.
• Familiarity with Bloomberg and Dynamo is a plus but not mandatory.