Northbound Executive Search
Executive Assistant to Investment Team
Northbound Executive Search, New York, New York, us, 10261
Our client, a market‑leading global investment firm, is hiring an Executive Assistant to support senior investment professionals in New York. This role provides high‑level administrative and operational support and works closely with a strong EA team in a fast‑paced, highly professional environment.
This is an excellent opportunity for an experienced EA who thrives in a structured, corporate setting, enjoys working collaboratively, and brings strong attention to detail, discretion, and sound judgment.
Please note this position operates on a hybrid schedule, with 3 days in‑office per week.
Key Responsibilities
Manage complex calendars and scheduling for senior investment professionals, coordinating closely with other Executive Assistants
Coordinate domestic and international travel, including detailed itineraries and logistics
Track, organize, and reconcile expenses with a high level of accuracy
Support data entry, reporting, and document management through internal systems (CRM / SharePoint experience a plus)
Prepare agendas and materials for senior‑level meetings, committees, and internal forums
Support senior investment professionals on initiatives related to client service, sales enablement, and operational efficiency
Participate in firmwide process improvement initiatives and best‑practice implementation
Assist with vendor coordination and performance tracking (travel, office services, etc.)
Provide backup support to the broader EA team, including executive‑level coverage as needed
Handle ad‑hoc projects on behalf of senior leaders
About You
5+ years of experience supporting senior investment professionals or senior leaders in financial services
Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); CRM experience preferred
Highly organized with exceptional attention to detail and follow‑through
Polished, professional communicator with strong judgment and discretion
Proactive, adaptable, and comfortable managing shifting priorities
Team‑oriented with a “no task too small” mindset
$135,000–$175,000 total compensation, commensurate with experience
Annual discretionary bonus
Comprehensive medical, dental, and vision coverage
401(k) with employer contribution
Generous PTO and firm holidays
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Administrative
Financial Services, Venture Capital and Private Equity Principals, and Investment Management
#J-18808-Ljbffr
This is an excellent opportunity for an experienced EA who thrives in a structured, corporate setting, enjoys working collaboratively, and brings strong attention to detail, discretion, and sound judgment.
Please note this position operates on a hybrid schedule, with 3 days in‑office per week.
Key Responsibilities
Manage complex calendars and scheduling for senior investment professionals, coordinating closely with other Executive Assistants
Coordinate domestic and international travel, including detailed itineraries and logistics
Track, organize, and reconcile expenses with a high level of accuracy
Support data entry, reporting, and document management through internal systems (CRM / SharePoint experience a plus)
Prepare agendas and materials for senior‑level meetings, committees, and internal forums
Support senior investment professionals on initiatives related to client service, sales enablement, and operational efficiency
Participate in firmwide process improvement initiatives and best‑practice implementation
Assist with vendor coordination and performance tracking (travel, office services, etc.)
Provide backup support to the broader EA team, including executive‑level coverage as needed
Handle ad‑hoc projects on behalf of senior leaders
About You
5+ years of experience supporting senior investment professionals or senior leaders in financial services
Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); CRM experience preferred
Highly organized with exceptional attention to detail and follow‑through
Polished, professional communicator with strong judgment and discretion
Proactive, adaptable, and comfortable managing shifting priorities
Team‑oriented with a “no task too small” mindset
$135,000–$175,000 total compensation, commensurate with experience
Annual discretionary bonus
Comprehensive medical, dental, and vision coverage
401(k) with employer contribution
Generous PTO and firm holidays
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Administrative
Financial Services, Venture Capital and Private Equity Principals, and Investment Management
#J-18808-Ljbffr