Executive Assistant; Investment Management

A leading, privately held capital markets and structured finance platform is seeking a senior-level Executive Assistant to support its President and senior leadership team. This is a highly visible, trusted role for a polished professional who thrives in fast-paced, transactional environments and enjoys operating at the center of deal flow, client engagement, and executive decision-making.

This position provides high-level, confidential, and proactive support to multiple senior leaders and plays a critical role in ensuring seamless execution across business development, transaction activity, and internal operations.

Location: Downtown Chicago, 5 days a week on-site, future flexibility for 4 days.

Responsibilities:

• Provide direct support to the President & Head of Strategy, Capital Markets, and multiple Senior Principals; indirect support to a broader team of 10–15 professionals
• Manage complex calendars, scheduling, and logistics for senior executives with demanding priorities
• Coordinate extensive domestic and international travel, itineraries, lodging, and expense management
• Serve as a polished point of contact for clients, lenders, attorneys, bankers, and internal stakeholders
• Organize and maintain electronic deal files, data rooms, and document workflows related to private placement and structured finance transactions
• Process and track NDAs and confidential documentation with legal, compliance, and counter parties
• Maintain and update transaction and offering registers
• Prepare, edit, and proofread presentations, marketing materials, and client-facing documents with exceptional attention to detail
• Assist in assembling pitch materials and transaction packages
• Screen, route, and draft sensitive correspondence while maintaining strict confidentiality
• Lead planning for client conferences, leadership meetings, and team events
• Coordinate agendas, materials, onsite logistics, catering, and follow-up
• Manage office operations, vendor coordination, mail, and supplies
• Act as liaison with Legal, Compliance, Finance, and HR
• Support special projects and anticipate leadership needs independently

Ideal Background

• Bachelor’s degree or equivalent experience
• 10+ years of experience supporting C-suite or senior executives
• Background in capital markets, commercial real estate, investment banking, private credit, law firms, or institutional finance strongly preferred
• Experience in high-volume, transactions-driven environments requiring discretion and precision
• Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
• Exceptional communication, judgment, organization, and prioritization abilities
• Highly professional, proactive, and comfortable working with senior leadership

Why This Role

• High visibility with executive leadership
• Exposure to live transactions and senior decision-making
• Stable, high-performing platform with long-term growth trajectory
• Professional, high-integrity culture
• Opportunity to build a long-term career within a respected institutional environment

If you are an experienced executive assistant who thrives in high-stakes, fast-moving environments and enjoys being a true business partner to senior leadership, this role offers a rare opportunity to make a meaningful impact.