Senior Executive Assistant for Investor Relations

2 weeks ago

New York, New York, United States Solomon Page Full time

Position Overview:

Our client, a prominent global private equity firm, is in search of a dedicated Full-Time/Permanent Executive Assistant to enhance the efficiency of its Investor Relations Team, which comprises 1 Managing Director, 2 Principals, and 1 Senior Associate. Ideal candidates will possess a minimum of 7+ years of relevant high-level executive administrative experience, preferably within the financial services sector, particularly in private equity. A Bachelor's degree is mandatory.

The successful candidate will exhibit a polished and professional demeanor, demonstrating proactivity, flexibility, and a strong willingness to learn. They should thrive in a dynamic, fast-paced environment and possess exceptional interpersonal and communication skills, both verbal and written. Proficiency in Microsoft Office Suite is essential, with CRM database management experience being highly desirable.

Key Responsibilities:

  • Efficiently schedule, organize, and prioritize a wide range of internal and external meetings, conference/video calls, and appointments, taking into account logistics, technology, and necessary materials.
  • Plan and coordinate conferences, events, and dinners, managing all aspects including invitations, budgeting, venue selection, and logistics.
  • Utilize sound judgment to gather necessary input from team members and balance conflicting priorities effectively.
  • Maintain and update the CRM system with investor meeting details and professionals' notes as required.
  • Prepare conference rooms for meetings, ensuring all materials are ready and catering needs are met.
  • Create and distribute meeting agendas and bios for Limited Partners (LPs), sending digital materials ahead of time.
  • Monitor team meeting notes to stay informed on LP activities and follow-ups.
  • Coordinate complex travel arrangements, both international and domestic, including flights, accommodations, and dining reservations, while preparing detailed itineraries.
  • Process and submit accurate expense reports in compliance with company policies, maintaining an allocation spreadsheet for all related expenses.
  • Support professionals in their non-profit initiatives, including event logistics and meeting attendance.
  • Assist with personal administrative tasks as needed, liaising with family members and financial advisors.
  • Contribute to mentoring and training of junior staff members.
  • Serve as a proxy for compliance-related tasks, including trade and gift pre-clearance.
  • Maintain tax-related documents and coordinate with accountants for timely submissions.
  • Draft and track outreach communications to investors, ensuring follow-up with non-responders.
  • Collaborate with the CRM team to ensure regular engagement with all LPs and potential investors.
  • Develop and maintain accurate contact lists and investor profiles within the CRM system.
  • Foster relationships with external investors and their teams, interacting with senior executives and board members.
  • Work collaboratively within the EA team to provide support and manage workloads effectively.

Required Qualifications:

  • Minimum of 7+ years of executive administrative experience, ideally within an Investor Relations team in financial services.
  • Bachelor's degree is required.
  • Demonstrated professionalism and polished communication skills.
  • Exceptional organizational skills with a keen attention to detail.
  • A collaborative team player capable of building relationships across all levels of the organization.
  • A proactive approach with a willingness to tackle tasks of any size.
  • Ability to adapt swiftly to changes and embrace new processes and tools.
  • Advanced skills in Microsoft Office Suite, particularly Outlook, Teams, Word, Excel, and OneDrive.
  • Experience with CRM software is preferred; training will be provided.

If you possess the required qualifications and are looking for a rewarding opportunity, we encourage you to consider this role.

About Solomon Page:

Founded in 1990, Solomon Page is a specialized provider of staffing and executive search solutions across various functions and industries. Our success is rooted in a highly entrepreneurial culture and a commitment to building long-term relationships based on trust and respect. For more information and additional opportunities, please visit our website.

Opportunity Awaits.

  • Executive Assistant to Investor Relations Leader

    2 weeks ago

    New York, New York, United States Career Group Full time

    Executive Assistant to Investor Relations Leader – Private Equity SectorA prominent Private Equity organization is in search of a seasoned Executive Assistant to provide support to their Head of Investor Relations. This position demands the capability to thrive in a high-energy, fast-paced environment while managing multiple tasks, overseeing projects, and...

  • Executive Assistant to Investor Relations

    4 hours ago

    New York, New York, United States Atlas Search Full time

    About the Role:Atlas Search is seeking an experienced Executive Assistant to Investor Relations to join our team. As a key member of our corporate support team, you will provide administrative support to senior executives, ensuring seamless day-to-day operations and strategic initiatives.Responsibilities:Executive Support: Provide exceptional administrative...

  • Executive Assistant for Financial Services Investor Relations

    2 weeks ago

    New York, New York, United States Solomon Page Full time

    Position Overview:Our client, a prominent global private equity firm, is in search of a dedicated Full-Time/Permanent Executive Assistant to provide comprehensive support to its Investor Relations team, which comprises a Managing Director, two Principals, and a Senior Associate. The ideal candidate will possess a minimum of 7 years of high-level executive...

  • Senior Manager, Investor Relations

    1 month ago

    New York, New York, United States SoFi Full time

    Employee Applicant Privacy Notice Who we are:Shape a brighter financial future with us.Together with our members, we're changing the way people think about and interact with personal finance.We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...

  • Investor Relations Associate

    3 days ago

    New York, New York, United States Pagaya Full time

    About PagayaPagaya is a leading financial technology company that is revolutionizing the way financial services are delivered. Our mission is to provide innovative solutions that make life-changing financial products and services available to more people nationwide.We are a global company with offices in New York and Tel Aviv, and we are committed to shaping...

  • Senior Manager, Investor Relations

    1 month ago

    New York, New York, United States Payoneer Full time

    Payoneer: A global company aiming to empower individuals worldwide to succeed in the global economy, Payoneer is seeking a Senior Manager, Investor Relations to join their team. In this role, you will work closely with the VP of Investor Relations to enhance Payoneer's relationship with investors, prepare internal and external materials, and provide market...

  • Senior Public Relations Account Executive

    1 week ago

    New York, New York, United States Trust Relations Full time

    Position OverviewTrust Relations is seeking a talented Senior Public Relations Account Executive to enhance our vibrant team. This role is designed for a remote freelancer (1099 contractor) who possesses a proven track record in executing innovative publicity initiatives within the consumer lifestyle sector, which encompasses various domains such as fashion,...

  • Investor Relations Executive

    2 weeks ago

    New York, New York, United States The Goldman Sachs Group, Inc. Full time

    Position OverviewThe Goldman Sachs Group, Inc. stands as a premier global entity in investment banking, securities, and asset management. We cater to a vast and varied clientele, delivering an extensive array of financial services.Role ResponsibilitiesEngage with investors to communicate the firm’s strategic initiatives and performance.Conduct thorough...

  • Associate in Investor Relations and Marketing

    2 weeks ago

    New York, New York, United States ATW Partners Full time

    About Us:ATW Partners is a prominent investment firm overseeing $1 billion in assets under management (AUM). We are currently engaged in raising our fifth flagship closed-end fund, which emphasizes structured growth, distressed, and special situations investments across public (80%) and private markets (20%). Our objective is to deliver outstanding...

  • Investor Relations and Marketing Specialist

    2 weeks ago

    New York, New York, United States ATW Partners Full time

    About Us:ATW Partners is a prominent investment firm overseeing $1 billion in assets under management (AUM). We are currently in the process of raising our fifth flagship closed-end fund, which concentrates on structured growth, distressed, and special situations investments across public (80%) and private markets (20%). Our mission is to deliver outstanding...

  • Investor Relations Analyst

    1 week ago

    New York, New York, United States Hayfin Capital Management Full time

    Job OverviewThe Partner Solutions Group at Hayfin Capital Management plays a pivotal role in capital formation, product innovation, and client engagement. This team is divided into two main areas: business development (institutional sales) and investor relations (client service). The Investor Relations segment is dedicated to supporting relationship managers...

  • Investor Relations Analyst

    2 weeks ago

    New York, New York, United States The Ladders Full time

    JOB OVERVIEW As a key member of the Investor Relations team at The Ladders, you will be instrumental in fostering strong connections with our investors, ensuring clear communication, and enhancing the overall investor experience. This role is tailored for a driven individual with a solid background in finance and exceptional communication abilities, eager to...

  • Investor Relations Coordinator

    3 days ago

    New York, New York, United States Brookfield Asset Management Full time

    Job DescriptionBrookfield Asset Management is seeking a highly motivated and organized individual to join our team as an Investor Relations Associate. The successful candidate will be responsible for coordinating and executing quarterly deliverables and ongoing investor support for our U.S. core-plus, single-family rental, and Opportunity Zone strategies.Key...

  • Investor Relations Analyst

    2 weeks ago

    New York, New York, United States Annaly Capital Management Full time

    Position OverviewWe are looking for a skilled analyst to become a vital part of our Investor Relations (IR) team. The IR team collaborates closely with various departments within the organization to effectively manage the firm's communication with key stakeholders. These stakeholders include investors, equity research analysts, and media representatives. As...

  • Investor Relations Strategist

    6 days ago

    New York, New York, United States Nasdaq Full time

    About the RoleNasdaq is seeking a highly skilled Investor Relations Specialist to join our team. As a key member of our Investor Relations department, you will play a critical role in building and maintaining relationships with investors, analysts, and other stakeholders.Key ResponsibilitiesDevelop and implement investor communications strategies, including...

  • Investor Relations Specialist

    1 week ago

    New York, New York, United States Unicoin Inc. Full time

    Job OverviewWe are seeking a dedicated Investor Relations Specialist to effectively engage with our existing and potential investors.Key ResponsibilitiesEstablish and maintain strong relationships with stakeholders in the investment community.Communicate the company's financial performance and strategic direction to investors.Collaborate closely with the...

  • Associate in Investor Relations

    1 week ago

    New York, New York, United States Musaffa Full time

    About MusaffaMusaffa is a leading Shariah-compliant investment platform based in New York, dedicated to reshaping the financial sector for over three years. Our vibrant team of 60+ professionals supports a community of more than 436,000 members across 195 countries, enabling them to research and screen Shariah-compliant investment opportunities, with a...

  • Investor Relations Specialist

    5 days ago

    New York, New York, United States Tandym Group Full time

    About Tandym GroupTandym Group is a leading alternative investment firm focused on credit strategies. We are seeking an experienced professional to join our growing team as an Investor Relations Analyst.Key ResponsibilitiesCreate engaging and informative PowerPoint presentations for client meetings to showcase the Firm's value proposition.Collaborate closely...

  • Investor Relations Liaison

    2 days ago

    New York, New York, United States Mission Staffing Full time

    **Mission Staffing** is seeking a highly skilled **Client Service Analyst** to join our dynamic team. As a key member of our operations team, you will play a critical role in ensuring seamless interactions with our clients and investors.**Responsibilities:**Manage and process various financial transactions, including commitments, capital calls,...

  • Product Specialist in Investor Relations

    2 weeks ago

    New York, New York, United States Carlyle Group Full time

    Basic Information Job Title:Credit Relations Analyst Location:New York/OVA Business Division:Global Credit Job Function:Investor Relations Position Overview The Carlyle Group is looking for a Credit Relations Analyst to join our Global Credit Investor Relations team. This role will assist Senior Credit Product Specialists in managing fundraising initiatives...