Executive Assistant Investor Relations

Executive Assistant Investor Relations Overview

• The Executive Assistant Investor Relations role offers a dynamic opportunity to support key executives in a hybrid work environment.
• Provide administrative and operational support to the investment team, ensuring seamless execution of tasks and projects.
• Collaborate with executives to manage schedules, coordinate meetings, and facilitate communication across stakeholders.
• Engage in investor relations activities, including CRM management, event planning, and marketing material preparation.
• Contribute to the planning and execution of roadshows, conferences, and client engagements.
• Support travel logistics, including booking arrangements and preparing itineraries for executives.
• Assist in expense management, budgeting, and reconciliation processes to streamline operations.
• Opportunity to expand responsibilities and integrate innovative tools for efficiency and impact.

Executive Assistant Investor Relations Key Responsibilities & Duties

• Provide primary support to the Global Co-Head of Liquid Credit and Head of ICM US.
• Manage complex calendars, prioritize meetings, and coordinate schedules across time zones.
• Facilitate internal and external meetings, including investor engagements and team offsites.
• Prepare and coordinate marketing materials, presentations, and reports for client distribution.
• Maintain CRM systems, update client information, and record meeting notes.
• Organize events, hospitality arrangements, and conference registrations for executives.
• Process expense reports and invoices, ensuring accuracy and compliance with budgets.
• Undertake special projects and provide backup support to other team members as needed.

Executive Assistant Investor Relations Job Requirements

• Bachelor of Arts (BA) degree required, preferably in a related field.
• Minimum of 3 years of experience as an Executive Assistant; 5 years preferred.
• Proficiency in Microsoft Office Suite, Salesforce, and expense management systems.
• Experience in investor relations or client-facing roles is highly advantageous.
• Strong organizational skills, attention to detail, and ability to multitask effectively.
• Dynamic and proactive attitude with a client-centric approach.
• Familiarity with AI tools and their integration into administrative tasks is a plus.
• Flexibility to work in a hybrid environment with occasional remote work.