Executive and Personal Assistant - Private Equity
hace 14 días
New York
Job Description Executive Assistant to Founder & CEO (Onsite) Location: Long Island, NY (Greater NYC area) • Type: Full-time • Onsite: 5 days/week Summary We're hiring a high-caliber Executive Assistant to a Founder/CEO of a private equity firm with multiple operating entities and a new venture launching. This is a true EA/PA hybrid: you'll streamline a complex professional calendar, own mission-critical operations, and handle select personal matters so nothing slips. The pace is fast, expectations are high, and the mandate is simple: create clarity, eliminate friction, and keep the CEO's world running on rails. What You'll Own * Calendar orchestration & priorities: Architect a “zero-collision” calendar, enforce timeboxing, prep briefs; anticipate conflicts three steps ahead. * Inbox command: Triage, draft, and route communications; convert emails into actions with clear owners, deadlines, and follow-ups. * Meeting readiness: Build agendas, briefing docs, research memos, and post-meeting action trackers; drive follow-through to completion. * Investor/board/admin logistics: IC/board meeting prep, data room coordination, signature cycles, NDAs, vendor onboarding. * Travel & events: Complex domestic/international itineraries, holds/options, contingency plans; coordinate investor dinners, offsites. * Finance admin: Expenses, reimbursements, receipts, AMEX/Brex/Concur; light vendor/AP coordination with controllers. * Project management: Maintain CEO's master project list across companies; stand up trackers, KPIs, and weekly reporting. * Launch support (new venture): Vendor sourcing, light vendor negotiations, milestone plans, marketing/admin coordination. * Personal assistant support (as needed): Household/vendor scheduling, personal appointments, family travel, gifting, errands. * Gatekeeping & judgment: Protect focus time; triage inbound asks; say “no” diplomatically; escalate only what truly matters. * Confidentiality & discretion: Handle sensitive information with impeccable judgment. You Are * Self-directed operator: You see the whole board, set your own priorities, and execute without hand-holding. * Systems-builder: You love creating repeatable workflows, checklists, dashboards, and templates that scale. * Anticipatory & decisive: You predict needs before they're voiced; you make the call, then communicate crisply. * Calm under pressure: Fast pace, shifting priorities, and last-minute changes don't rattle you. * High-integrity & discreet: You protect confidentiality instinctively; you build trust quickly. * People-savvy: Confident with investors, bankers, founders, vendors, and family members—equally at ease with all. Qualifications * 7–12+ years supporting a Founder/CEO, Managing Partner, or equivalent in PE/VC, investment banking, or high-growth companies. * Proven EA/PA hybrid experience managing both business and personal workflows. * Mastery of calendar/email triage and executive communications (clear writing, tone matching, impeccable grammar). * Hands-on with project management tools (Asana/ClickUp/Notion/Airtable), productivity suites (Google Workspace & MS 365), and expense/fintech (Brex/Expensify/Ramp). * Comfortable with light research & memo writing; able to produce concise briefing docs quickly. * After-hours responsiveness as needed for international travel, live deals, and urgent matters. * Valid passport; ability to travel occasionally. Driver's license preferred for local errands. * Bachelor's degree preferred. Success Metrics (First 90–180 Days) * Calendar collision rate: <1% conflicts; priority blocks protected weekly. * Inbox service level: Same-day triage; VIP threads answered or routed within 2 business hours. * Meeting readiness score: 100% of key meetings have briefs 24 hours in advance; action logs sent <12 hours post-meeting. * Project throughput: 90% on-time task completion across CEO's top initiatives. * Travel QA: Zero missed connections; <1% itinerary changes due to preventable errors. * CEO NPS: ≥9/10 by Day 90. Sample Week * Mon: Lock weekly priorities; publish CEO dashboard; confirm investor/IC prep. * Tue: Build diligence brief; coordinate banker dinner; submit expenses; send progress roll-ups. * Wed: Handle venture launch vendors; contract review routing; household appointment scheduling. * Thu: Finalize investor meeting deck logistics; hold options for travel; confirm weekend family plans. * Fri: Conduct “flush list” review (open loops); update next-week calendar & materials. Work Environment & Hours * Onsite in Long Island, NY (Greater NYC) Monday–Friday; occasional evenings/weekends during live deals or travel. * Professional, fast-paced environment with high autonomy and high expectations. Compensation & Benefits * Competitive salary + annual bonus; benefits package; PTO. (Final range aligned to experience and market.) * Commuter benefits; phone stipend; occasional overtime eligible per policy. How to Apply Send your resume, a brief note on a complex calendar or travel challenge you solved, and one work sample (e.g., redacted briefing memo or project tracker) to with subject line: EA — Long Island.