Executive Assistant Job at Pzena Investment Management in New York

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Pzena Investment Management, LLC is a registered investment adviser and broker‑dealer managing approximately $75 billion in global equity assets. We provide equity investment management services for institutional, corporate, public, and individual clients worldwide through separate accounts, sub‑advised mutual funds, and other commingled vehicles since 1995.

Core Executive Assistant Responsibilities

• Manage expenses and submit expense reports in a timely manner.
• Cover telephones to respond to internal and external inquiries, properly route calls, and take detailed messages.
• Manage scheduling and calendaring; proactively plan communications.
• Coordinate complex travel arrangement and itineraries for business and personal trips (air travel, accommodations, meals, and transportation).

ValueQuest Responsibilities

• Organize one to two investment meetings per month (meals, communication, attendees, and other logistics as necessary).
• Manage and maintain facilities needs.
• Coordinate the administration of investment documents for opening, closing, or changing investments.
• Coordinate financial, legal, tax, or other documents and filings.
• Administrative duties including sorting incoming mail, outbound mailing, fax, and routing incoming calls and emails.

Personal Assistant (~50%) Responsibilities

• Manage calendars for personal commitments, coordinate with family on meetings, engagements, personal appointments, and philanthropic activities.
• Work closely and often with family members to stay abreast of upcoming commitments, responsibilities, and priorities.
• Proactively organize various estate logistics with property staff; coordinate payment of property staff.
• Manage private plane servicing and maintenance, payments, and trip requests.
• Manage personal bank accounts, account transfers, tax documentation and mailings for quarterly filings, and communicate heavily with accountant.
• Assist in the administrative operations (scheduling, bank transfers, guest management, etc.) of any collective business ventures of Executive Committee members.
• Plan special events, manage projects, and make miscellaneous purchases as needed.
• Manage insurance and claim submissions for two executives and their families.
• Maintain business and personal contacts.

Qualifications

• Bachelor’s degree preferred or relevant work experience.
• 2–6 years of experience as an Executive Assistant, Business Manager, Program Manager, or related function.
• Experience supporting a C‑level suite in the financial services and/or investment management industry preferred.
• Must have very strong attention to detail and exemplary follow‑up skills.
• Executive presence and strong interpersonal skills.
• Experience working with Microsoft Excel.
• Prior budgeting experience preferred.

Seniority level: Associate. Employment type: Full‑time. Job function: Administrative, Customer Service, and General Business.

Medical insurance, Vision insurance, 401(k) benefits are provided. Referrals increase your chances of interviewing at Pzena Investment Management.

Location: New York, NY. Salary range: $70,000–$90,000.