Executive Assistant - Investment Management

Executive Assistant - Investment Management

We are seeking candidates for an Executive Assistant position with a highly successful investment management firm located in Boston, MA. The Executive Assistant will support various senior-level leadership positions and will be responsible for managing complex calendar management, coordinating internal and external meetings, and arranging travel logistics both domestically and internationally. The ideal candidate will have 2+ years of executive or administrative support experience within professional services. 

This is a permanent position that will pay a base salary of $85,000 - $95,000 (depending on experience). This position offers a hybrid work model, onsite 4 days per week in their Boston office. 

Responsibilities

• Manage complex executive calendars, prioritizing schedules, resolving conflicts, and maximizing executive productivity.

• Coordinate internal and external meetings, including logistics, agendas, materials, catering, technology, and follow-up actions.

• Arrange domestic and international travel, including flights, accommodations, ground transportation, itineraries, and last-minute changes.

• Prepare presentations, meeting materials, reports, research, and other executive documentation.

• Leverage Microsoft Office Suite (Outlook, Teams, OneNote, SharePoint, Excel, PowerPoint) and AI tools such as Copilot to improve efficiency and streamline workflows.

• Maintain organized systems for calendars, email, travel, documentation, and recurring administrative processes.

• Build and maintain strong relationships with executives, internal teams, investors, vendors, and external partners.

• Provide backup support to other Executive Assistants and ensure seamless coverage during absences.

• Handle highly confidential information with discretion, sound judgment, and professionalism.

• Support special projects, onboarding activities, team events, visitor coordination, reporting, and continuous process improvements.

Qualifications

• Bachelor’s degree in a related field required.

• 2+ years of executive or administrative support experience, preferably within professional services, investment management, financial services, or another fast-paced corporate environment.

• Proven experience supporting multiple executives or stakeholders with competing priorities and complex scheduling demands.

• Advanced proficiency in Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint, OneNote) with an interest in utilizing AI tools to enhance productivity.

• Exceptional organizational skills and attention to detail

• Self-motivated with the ability to prioritize, work independently, and appropriately escalate issues when needed.

• Strong interpersonal and communication skills

If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com. 

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