Northbound Executive Search
Executive Assistant to Investment Team
Northbound Executive Search, New York, New York, us, 10261
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. Key Responsibilities
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 Qualifications
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 DealCloud, 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 Benefits
Discretionary bonus 100% employer-paid medical, dental, and vision insurance Opportunity to support a highly visible, strategic function within a top-tier investment firm
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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. Key Responsibilities
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 Qualifications
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 DealCloud, 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 Benefits
Discretionary bonus 100% employer-paid medical, dental, and vision insurance Opportunity to support a highly visible, strategic function within a top-tier investment firm
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