Executive Assistant to Investment Team
5 days ago
New York
Job Description Our client, a market-leading global investment firm, is hiring an Executive Assistant to support senior investment professionals in New York. This role provides high-level administrative and operational support and works closely with a strong EA team in a fast-paced, highly professional environment. This is an excellent opportunity for an experienced EA who thrives in a structured, corporate setting, enjoys working collaboratively, and brings strong attention to detail, discretion, and sound judgment. Please note this position operates on a hybrid schedule, with 4 days in-office per week. Key Responsibilities • Manage complex calendars and scheduling for senior investment professionals, coordinating closely with other Executive Assistants, • Coordinate domestic and international travel, including detailed itineraries and logistics, • Track, organize, and reconcile expenses with a high level of accuracy, • Support data entry, reporting, and document management through internal systems (CRM / SharePoint experience a plus), • Prepare agendas and materials for senior-level meetings, committees, and internal forums, • Support senior investment professionals on initiatives related to client service, sales enablement, and operational efficiency, • Participate in firmwide process improvement initiatives and best-practice implementation, • Assist with vendor coordination and performance tracking (travel, office services, etc.), • Provide backup support to the broader EA team, including executive-level coverage as needed, • Handle ad-hoc projects on behalf of senior leaders About You • Bachelor's degree required, • 5+ years of experience supporting senior investment professionals or senior leaders in financial services, • Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); CRM experience preferred, • Proven experience booking complex, global travel, • Highly organized with exceptional attention to detail and follow-through, • Polished, professional communicator with strong judgment and discretion, • Proactive, adaptable, and comfortable managing shifting priorities, • Team-oriented with a “no task too small” mindset Compensation & Benefits • $130,000-160,000 base salary, • Annual discretionary bonus, • Comprehensive medical, dental, and vision coverage, • 401(k) with employer contribution, • Unlimited PTO + daily lunch stipend