Executive Assistant

Overview

• Support an investment team by providing critical administrative and research assistance in a dynamic financial services environment.
• Collaborate closely with team members to ensure seamless operations and effective communication within the organization.
• Utilize your expertise in financial services to contribute to the team's success and strategic goals.
• Maintain a high level of professionalism and confidentiality while handling sensitive information.
• Opportunity to work in a front-office environment, enhancing your industry experience and exposure.
• Engage in a permanent, on-site role with competitive compensation and growth potential.
• Leverage your background in financial services to support investment strategies and decision-making processes.
• Contribute to a collaborative and high-performing team environment within the financial sector.

Key Responsibilities & Duties

• Provide administrative support to the investment team, including scheduling, correspondence, and documentation management.
• Conduct research and analysis to assist with investment strategies and decision-making processes.
• Prepare reports, presentations, and materials for team meetings and client interactions.
• Coordinate with internal and external stakeholders to ensure timely completion of projects and tasks.
• Maintain accurate records and databases to support team operations and compliance requirements.
• Assist in managing team workflows and prioritizing tasks to optimize efficiency.
• Handle confidential information with discretion and adhere to organizational policies and standards.
• Support the team in achieving their objectives by providing proactive and reliable assistance.

Job Requirements

• Bachelor of Science (BS) degree required, preferably in a relevant field.
• Minimum of 5 years of experience in financial services, with 6 years preferred.
• Proven experience supporting teams in a front-office environment is highly desirable.
• Strong organizational and multitasking skills to manage diverse responsibilities effectively.
• Excellent communication skills, both written and verbal, for interacting with stakeholders.
• Proficiency in research and analysis techniques relevant to financial services.
• Ability to work on-site five days a week, demonstrating commitment and reliability.
• Familiarity with investment strategies and decision-making processes is advantageous.