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Executive Assistant to Investment Team
2 months ago
Job Summary:
We are seeking a highly organized and motivated Executive Assistant to support a Partner and 3 individuals on our Investment Team. The successful candidate will play a crucial role in ensuring the smooth operation of the team's daily activities, including managing complex schedules, arranging travel, and handling sensitive information with discretion.
About the Role:
- Manage complex calendars and scheduling for investment professionals, including coordinating meetings, calls, and travel arrangements.
- Prepare and edit correspondence, presentations, and reports with a high level of accuracy and professionalism.
- Handle confidential information with discretion and maintain the highest standards of confidentiality.
- Plan and execute team events, including off-site meetings, client presentations, and networking functions.
- Act as a primary point of contact between the investment team and internal/external stakeholders.
- Assist with various projects and initiatives as directed by the investment team, including research, data analysis, and report generation.
Requirements:
- Bachelor's degree in a related field is preferred.
- 3-10 years of experience in a relevant capacity within the asset management space.
- Exceptional communication skills, both written and verbal, with a professional and polished demeanor.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with other office management software.
- Strong attention to detail, with the ability to work independently and take initiative.
- Discretion and integrity in handling confidential information.
What We Offer:
- Competitive base salary of $85,000 - $115,000.
- Discretionary bonus (10-30% typical).
- 100% of benefits paid for by the firm.
- 401K match.
- Onsite food options and gym.
