EA to Client Servicing Team

Our client, an alternative investment management company, is seeking an exceptionally organized career Executive Assistant to support a Partner and a Managing Director on the Capital Formation team based in New York. This role is embedded within the Client and Capital Formation team and plays a critical part in supporting investor engagement across our diverse platform.

The successful candidate will thrive in a fast-paced, global environment and demonstrate sound judgment, discretion, initiative, and strong communication skills. This position requires a high level of autonomy and precision, particularly in coordinating complex travel and investor meetings across the US.

COMPANY: Alternative Investment Management Firm

POSITION: Executive Assistant

LOCATION: Midtown, Manhattan

HOURS: 9am – 5pm (with flexibility)

OFFICE REQUIREMENTS: 4 days in office and 1 day s remote (Fridays) with light flexibility required

COMPENSATION: Up to $125-145k base & overtime eligible + bonus, benefits (medical, dental vision, daily lunch and snacks, and more!)

BACHELOR'S DEGREE REQUIRED: Preferred

Responsibilities of the Executive Assistant:

-Manage highly complex calendars across multiple time zones, with a focus on coordinating investor meetings and internal in our key regional markets.

-Lead roadshow logistics, including booking multi-leg travel itineraries, securing hotel and ground transportation, arranging business meals, and preparing detailed agendas tailored to local customs and preferences.

-Liaise directly with investors, external contacts, and internal stakeholders to ensure seamless communication and scheduling.

-Prepare briefing materials and investor notes for meetings, often under tight deadlines and with limited oversight.

-Track investor interactions and meetings in Salesforce, ensuring accurate and timely updates for the Client & Capital Formation team.

-Submit and reconcile complex expense reports, involving coding and compliance requirements.

-Support regional office events and contribute to the broader team culture.

-Provide backup coverage for fellow EAs and in person hospitality for onsite meetings arranged by the global coverage team.

Requirements of the Executive Assistant:

-Minimum of 7+ years’ experience as an administrative assistant, preferably within financial services.

-Proven experience supporting senior executives in a global financial services or investment firm, ideally with exposure to the Middle East region.

-Deep understanding of cultural nuances and logistical challenges involved in regional roadshow planning.

-Flexibility to troubleshoot and address issues outside regular business hours as needed.

-Knowledge of Salesforce and proficiency in MS Office applications; Word, Excel, PowerPoint, Outlook, and Workday.

-Exceptional organizational skills and attention to detail, with the ability to manage competing priorities and adapt quickly to change.

-Strong interpersonal skills and a collaborative mindset, with a proactive approach to problem-solving.

-Verifications of identity, education, prior employment, and references may be required