Executive Assistant to Investment Team

Overview

Our client, a leading investment firm, is seeking a highly organized and proactive Executive Assistant to support their Investor Relations Team. This team plays a critical role in maintaining relationships with investors, ensuring transparent communication, and delivering high-quality reporting and insights. This is a high-exposure role requiring professionalism, attention to detail, and strong communication skills.

• Manage complex calendars, meeting coordination, and travel arrangements for senior team members
• Prepare materials for investor meetings, presentations, and reports, ensuring accuracy and clarity
• Handle sensitive information with discretion and professionalism
• Assist in the planning and coordination of investor events, including conferences and roadshows
• Maintain and update CRM systems with investor contact details, meeting notes, and relevant activity
• Generate reports and support ad hoc requests related to investor communications

• Minimum of 5 years of administrative experience, with at least 3 years supporting senior investment professionals in asset management, or a similar financial environment
• Experience working in a client-facing or investor-focused role is strongly preferred
• Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word
• Familiarity with CRM platforms such as Deal Cloud, Salesforce, or Dynamo is a strong plus
• Outstanding attention to detail and a track record of producing accurate, high-quality work under deadlines
• Excellent written and verbal communication skills
• Professional and polished demeanor, with the ability to interact effectively with internal stakeholders and external investors
• Proven ability to manage multiple priorities in a fast-paced, high-performance environment

• Discretionary bonus
• 100% employer-paid medical, dental, and vision insurance
• Opportunity to support a highly visible, strategic function within a top-tier investment firm