Executive Assistant - Investment Firm, SF Office

Executive Assistant - Prestigious Investment Firm, SF Office

This role supports a Managing Director and several team members on our investment team in San Francisco. The assistant will manage high‑volume calendaring, travel, expense reports, and other administrative duties, while also undertaking data management, special projects, and process improvement.

• Provide holistic administrative support for the Managing Director and team members.
• Own and manage complex high‑volume calendaring across multiple time zones.
• Ensure seamless flow of आम्हाच्या Managing Director’s daily activities.
• Anticipate needs and proactively solve problems.
• Act as a gatekeeper and time‑management partner to ensure effective prioritization.
• Act as a trusted partner and sounding board.
• Be highly dependable, reachable, and able to respond promptly to time‑sensitive matters outside of regular business hours.
• Coordinate internal and external meetings and compile and distribute meeting materials.
• Arrange extensive domestic and international travel.
• Document and refine operational processes to increase efficiency across the investment team.
• Manage and process monthly expense reports.
• Collaborate closely with other executive assistants and operations partners to ensure firm‑wide alignment and coverage.

• 5+ years in an executive support role, with significant experience managing complex calendars, travel, and administrative operations.
• Experience supporting a Managing Director‑level principal and team preferred.
• 3+ years of experience working in a Finance Services environment strongly preferred.
• Desire to learn and work in an entrepreneurial, high‑pressure, ever‑changing environment.
• Highly motivated, self‑driven, solution‑focused, and detail‑oriented.
• Thorough attention to detail and superior communication skills.
• Strong time‑management skills: handle multiple concurrent assignments accurately and meet deadlines in high‑pressure settings.
• Ability to think independently and provide creative solutions.
• Strong emotional intelligence and ability to navigate complex situations diplomatically.
• Positive attitude—no task is too big or too small.
• Experience with Microsoft Office;
  Salesforce experience ideal.

Base pay range: $ per year – $ per year. Total compensation includes a discretionary bonus, health insurance, paid time off, and 401(k) participation with company matching.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here:

Not Applicable

Full‑time

Administrative

Investment Management and Financial Services