Executive Assistant (25%) Project Manager (75%) on IR team at boutique Finance Firm

Our client, a boutique financial firm in Midtown, is seeking a polished and high-performing Executive Assistant to support their Head of Investor Relations and small, collaborative team. This is an exciting opportunity to join a well-respected firm in a highly visible role that sits at the center of investor communication and business development efforts.

The ideal candidate will bring 5+ years of administrative experience within financial services, ideally supporting Investor Relations or client-facing teams, and will thrive in a fast-paced, detail-oriented environment. This person should be proactive, professional, and team-oriented, with a strong service mindset and the ability to anticipate needs before they arise.RESPONSIBILITIES

• Provide seamless administrative and light personal support to the Global Head of Business Development and the broader IR team
• Manage complex and ever-changing calendars, coordinating internal and external meetings and resolving scheduling conflicts with precision
• Coordinate detailed domestic and international travel, including multi-leg itineraries, visas, and logistics
• Prepare and process expense reports accurately and in a timely manner
• Draft, edit, and proofread correspondence, presentations, and investor materials with a high level of attention to detail
• Serve as a key liaison between executives, internal teams, and external stakeholders, including investors
• Support the planning and execution of investor meetings, events, and roadshows
• Maintain and update CRM systems, ensuring accuracy of investor data and interactions
• Build and maintain strong relationships with investors, responding to requests in a timely and professional manner
• Partner with the administrative team to ensure smooth day-to-day operations and coverage

REQUIREMENTS

• 5–10 years of administrative experience within financial services, ideally supporting Investor Relations, marketing, or client-facing teams
• Proven ability to support senior executives in a fast-paced, high-volume environment
• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Bachelor’s degree required
• Exceptional attention to detail with strong written and verbal communication skills
• High level of discretion, professionalism, and confidentiality
• Proactive, solutions-oriented mindset with the ability to anticipate needs
• Client-service driven with a collaborative, team-first approach
• Flexible and adaptable with the ability to manage shifting priorities

SALARY
$150–185K base (DOE) + discretionary bonusHOURS
9:00am–5:00pm, with flexibility as needed
Monday–Friday, fully in office