Executive Assistant / Investor Relations

Overview

• Support senior leadership in operational and administrative tasks within a dynamic private equity environment.
• Coordinate complex schedules, meetings, and travel arrangements across multiple time zones.
• Maintain CRM systems, update client information, and prepare marketing materials.
• Assist in planning and executing internal and external events and engagements.
• Provide professional communication support, acting as a central contact point for stakeholders.
• Contribute to special projects, enhancing operational efficiency and team collaboration.
• Opportunity to develop advanced skills in AI tools and technological integrations.

Key Responsibilities & Duties

• Manage executive calendars proactively, prioritizing meetings and coordinating across time zones.
• Organize travel logistics, including flights, accommodations, and detailed itineraries.
• Prepare marketing and presentation materials for internal and external use.
• Maintain CRM databases, entering client details and meeting notes accurately.
• Coordinate events and hospitality needs for client engagements and team meetings.
• Process expense reports and invoices, ensuring accurate record-keeping and reconciliation.
• Provide backup administrative support to other team members as needed.
• Undertake special projects to enhance team operations and client relations.

Job Requirements

• Bachelor’s degree in Arts or related field required.
• Minimum of 5 years of experience as an Executive Assistant, preferably in investment sales.
• Advanced proficiency in Microsoft Office Suite and Adobe tools.
• Experience with Salesforce/Dakota CRM and Concur expense management systems preferred.
• Strong organizational skills and exceptional attention to detail.
• Ability to multitask, prioritize, and manage time effectively.
• Proactive approach to tasks with a dynamic and positive attitude.
• Familiarity with AI tools and willingness to adopt new technologies.