Executive Assistant

This role will join a collaborative 5-person administrative team, providing primary support to the Investment team and serving as backup to the Executive Assistant to the President. The ideal candidate is proactive, adaptable, and possesses a "no task too big or too small" mentality.

Key Responsibilities (including but not limited to):

• Provide administrative support to the Investment team
• Serve as backup support to the President’s Executive Assistant
• Provide occasional support to the Marketing team (e.g., updating marketing materials)
• Prepare reports, manage databases, and handle regular communications
• Manage phone coverage and maintain calendars
• Coordinate complex domestic and international travel and detailed itineraries
• Handle confidential and proprietary information with the highest level of discretion
• Contribute to creating operational efficiencies, supporting team cohesion, and improving internal protocols
• Standard working hours are 8:30 AM – 5:30 PM

Qualifications:

• Bachelor’s degree required
• 3–5 years of relevant administrative experience, preferably within financial services
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
• Highly organized, detail-oriented, and capable of managing multiple tasks simultaneously
• Adaptable to shifting priorities in a fast-paced environment
• Positive, proactive, and team-oriented attitude
• Strong interpersonal and communication skills
• Familiarity with Bloomberg and Dynamo is a plus, but not required