Investor Relations Executive Assistant-private
3 weeks ago
RESPONSIBILITIES
Calendar Management / Scheduling / Meeting Preparation
- Schedule and coordinate internal and external calls and meetings with high-profile, senior stakeholders in multiple time zones.
- Own the preparation of materials for these meetings (printing, binding, etc.); PowerPoint and Excel skills will be critical.
- Prep Head of IR before meetings by ensuring she has proper materials in advance, and check-in after meetings to manage follow-ups / takeaways.
- Regularly monitor and adjust calendars given the dynamic nature of the firm’s business.
- Plan heavy domestic and international travel and transportation for business trips (airfare, visas, hotels, etc.).
- Coordinate and manage lunch and dinner reservations for investor meetings.
Investor Relations Support
- Organize and coordinate all aspects of Roadshows including creating the itinerary, preparing tear sheets, and printing materials.
- Input and maintain data (meeting notes, interactions, contact details, etc.) in the Firm’s CRM (DealCloud).
- Maintain and update firmwide materials (website, presentations, business cards, branded items) as needed.
- Assist with the organization, coordination, and execution of the Annual General Meeting.
Project and Event Management
- Organize, plan, coordinate, and manage the day-of activities for special projects and events. This includes assisting with the research, selection, and coordination of venues, menu selection, contract negotiation, and overall execution (Annual General Meeting with 100+ investors, Women in Private Equity Breakfast, etc.).
Core Administrative Execution
- Prepare and submit expense reports and reimbursements in a timely fashion.
- Run errands as requested.
**REQUIREMENTS**:
- Bachelor’s Degree required
- 5+ years supporting C-suite executives in PE, HF, or AM experience is a requirement
- Previous Investor Relations EA team experience is a requirement
- Experience managing travel itineraries, meeting planning, and conference calls (including different time zones)
- Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) and Outlook
- Self-starter who demonstrates initiative and a team player mentality
- Able to multitask and pivot / reprioritize as new information emerges
- Thinks proactively and anticipates / sees around corners
- Uses critical thinking to solve problems
- Communicates with speed and transparency
- Strong attention to detail and uses discretion with confidential matters
- Able to partner / influence others by diplomatically communicating with sector teams and admins (peers) to achieve alignment
PACKAGE
$120,000-140,000 Base Salary
Discretionary Bonus Based on Individual & Firm Performance
100% Covered Benefits
401k with Match
Commuter Benefits
Lunch Provided Daily
ZR
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