Executive Assistant to Partner

Our client, an investment firm based in New York City, is seeking an Executive Assistant to provide high-level support to a Partner. This individual will play a key role in ensuring smooth team operations, overseeing inbox and calendar management, coordinating complex travel and meetings, and handling sensitive communications with discretion.

COMPANY: Investment Firm
POSITION: Executive Assistant to Partner
LOCATION: New York, NY
HOURS: 8:30am – 5:30pm with flexibility as needed
OFFICE REQUIREMENTS: In Office 4 Days/WFH 1 Day
COMPENSATION: $125-175K DOE + Bonus + Benefits + Daily Lunch and more!
BACHELOR'S DEGREE REQUIRED: Required

Responsibilities of the Executive Assistant:
Calendar Management & Scheduling
-Proactively manage the Partner’s calendar, ensuring seamless coordination with internal teams, investors, and external stakeholders.
-Arrange weekly personal appointments (e.g., physical therapy) and book accommodations at the Partner’s club when he is in New York.
Inbox Management
-Take full ownership of Partner’s inbox, including drafting and responding to emails, prioritizing key communications, and flagging messages requiring attention.
Meeting Support & Documentation
-Prepare agendas for bi-weekly team meetings to ensure focused and efficient discussions.
-Transcribe daily voice notes from the Partner, take detailed notes during bi-weekly team meetings, and accurately input meeting details into the CRM system.
Travel & Expenses
-Coordinate complex domestic and international business travel, including flights, accommodations, and itineraries for the team.
-Manage all aspects of expense reporting, tracking, and reimbursement in a timely and accurate manner for the team.
Event Coordination & Management
-Assist with end-to-end planning and execution of a diverse portfolio of domestic and international events, including logistics, vendor coordination, and attendee management.
-Manage reservations for lunches, dinners, and industry networking functions.
Document & Presentation Production
-Develop presentation materials, including prospective manager decks, assist in editing quarterly letters and other communications.
Personal Support
-Communicate the Partner’s weekly schedule to his spouse for the prior week. Manage Partner’s NYC Marathon Fundraiser by coordinating communications, sending thank-you notes, and tracking donations.
-Handle ad hoc personal requests as needed.
Ad hoc requests

Requirements of the Executive Assistant:
-Bachelor’s degree required
-5-8 years of Executive Assistant experience, preferably in finance
-Strong written and verbal communication skills
-Experience using CRM systems
-High proficiency in Microsoft Office Suite, including Outlook calendar and inbox management
-Exceptional organizational skills, attention to detail, and multitasking ability
-Strong event planning and coordination skills (including logistics, vendor management, and scheduling)
-Demonstrated discretion, judgement, and professionalism when managing confidential information
-Self-starter with a proactive mindset and strong problem-solving abilities
-Demonstrated ability to stay composed and effective under pressure
-Ability to manage competing priorities and adapt quickly to changing needs and environments
-Verifications of identity, education, prior employment, and references may be required