Executive Assistant

About the Role

This is a high-visibility Executive Assistant opportunity supporting senior investment professionals and leadership teams. The position plays a key part in keeping a demanding, fast-moving environment organized by acting as a reliable support partner for scheduling, coordination, and everyday operational tasks. It is a well-regarded team with low employee turnover.

Key Responsibilities

• Manage a large number of internal and external meetings, including highly complex calendars.
• Develop and maintain working relationships with broker sales teams to help coordinate meetings.
• Plan travel, lodging, and transportation for portfolio managers and other team members.
• Record meeting information, keep research materials organized, and maintain documentation.
• Prepare expense reports and assist with routine administrative duties.
• Support onboarding activities and training coordination for new employees.
• Take part in team meetings and build knowledge of investment sectors, business technology, investment philosophy, and risk management practices.

Desired Qualifications

• A bachelor’s degree is required.
• At least 5 years of administrative assistant experience, ideally in financial services or investment management.
• Advanced working knowledge of Microsoft Office tools, including Excel, Word, PowerPoint, and Outlook.
• Strong organizational ability, time management, and the capacity to handle several priorities at once.
• High attention to detail, a professional approach, and sound judgment when handling confidential information.
• Clear communication skills and strong interpersonal ability, with comfort working both independently and as part of a team.
• A proactive mindset, effective problem-solving skills, and a genuine interest in learning within a dynamic investment setting.

Compensation and Benefits

The role includes competitive benefits, overtime eligibility, and bonus eligibility.