Job Description
Job Description
Our client, a leading investment firm, is seeking a highly organized and proactive Executive Assistant to support their Investor Relations Team. This team plays a critical role in maintaining relationships with investors, ensuring transparent communication, and delivering high-quality reporting and insights. This is a high-exposure role requiring professionalism, attention to detail, and strong communication skills.
Key Responsibilities:
- Manage complex calendars, meeting coordination, and travel arrangements for senior team members
- Prepare materials for investor meetings, presentations, and reports, ensuring accuracy and clarity
- Handle sensitive information with discretion and professionalism
- Assist in the planning and coordination of investor events, including conferences and roadshows
- Maintain and update CRM systems with investor contact details, meeting notes, and relevant activity
- Generate reports and support ad hoc requests related to investor communications
Qualifications:
- Minimum of 5 years of administrative experience, with at least 3 years supporting senior investment professionals in asset management, or a similar financial environment
- Experience working in a client-facing or investor-focused role is strongly preferred
- Bachelor's degree preferred
- Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word
- Familiarity with CRM platforms such as DealCloud, Salesforce, or Dynamo is a strong plus
- Outstanding attention to detail and a track record of producing accurate, high-quality work under deadlines
- Excellent written and verbal communication skills
- Professional and polished demeanor, with the ability to interact effectively with internal stakeholders and external investors
- Proven ability to manage multiple priorities in a fast-paced, high-performance environment
Additional Details:
- Competitive base salary: $120,000 – $150,000
- Discretionary bonus
- 100% employer-paid medical, dental, and vision insurance
- Opportunity to support a highly visible, strategic function within a top-tier investment firm