Executive Personal Assistant to Principals

4 weeks ago


New York, United States C-SUITE ASSISTANTS Full time

Executive Personal Assistant to Principals, Private Investment Firm, Midtown, NYC

A well- established investment firm with offices in Midtown/NYC is looking for an Executive Personal Assistant to support the 2 main principals of the firm. This is a hybrid role, working Monday-Thursday in the office and Friday remote. This is an exciting opportunity for someone who has a “no job too small” attitude and great organizational and detail-oriented skills. The ideal candidate has worked in the investment space as well as supported C-Suite executives personally.

About the Job:

¨ Support the Principals as a “right hand” and “Gatekeeper” handling all day-to-day matters and managing ever-changing calendar/meeting schedules, both personal and professional

¨ Organize and manage complex travel arrangements (including vacations) and video conference calls with a keen sense of changing time zones

¨ Prioritize email correspondence; prepare and produce all letters, emails, presentations, when needed

¨ Create/edit PowerPoint presentations for investor meetings and do research on exiting and possible new clients

¨ Update CRM system

¨ Handle all expense/health care reporting

¨ Run errands and make appointments for personal needs

¨ On call 24/7 via cell after hours, within reason

¨ Base salary plus discretionary bonus; Comprehensive health benefits,401K match

About You:

¨ A minimum of 7 years of experience as an Executive Personal Assistant supporting a high- level C-Suite executive in a fast-paced environment, preferably in the finance/investment space

¨ Bachelor’s Degree

¨ Ability to deal with high level executives/investors and manage those relationships with grace and diplomacy

¨ Very pro-active and a problem-solver with very little need of direction to get things done right; exceptional follow-up and project management skills

¨ High level of integrity and discretion in handling all confidential information

¨ Excellent Microsoft Office Suite skills; excellent written and verbal communication skills

¨ A polished, positive “can do” personality that can stay calm under pressure

¨ Very organized, detail-oriented with a “no job too small” attitude



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