Our client, a highly regarded investment firm, is seeking a bright, proactive Executive Assistant to join its growing Equities team. This individual will provide administrative and operational support to the CIO, Portfolio Managers, Analysts, and broader investment team.
This is a fantastic opportunity for a sharp, detail-oriented candidate who enjoys working in a fast-paced, collaborative environment and wants to build their career within financial services. The ideal candidate is organized, resourceful, and eager to take ownership while supporting a busy and dynamic team.
RESPONSIBILITIES
- Provide high-level administrative support to the CIO, Portfolio Managers, Analysts, and broader Equities team
- Coordinate complex domestic and international travel and prepare detailed itineraries
- Manage calendars, conference room bookings, expenses, and general day-to-day administrative needs
- Assist with reports, presentations, spreadsheets, databases, and other team materials
- Maintain and update internal tracking tools and organize meeting notes and team updates
- Assist Portfolio Managers and Analysts with ad hoc projects and requests
- Anticipate team needs and help keep priorities and deliverables organized and on track
REQUIREMENTS
- Bachelor’s degree required
- 3+ years of administrative or executive support experience; financial services experience strongly preferred
- Excellent written and verbal communication skills
- Strong attention to detail with exceptional organizational and prioritization skills
- Proactive, resourceful, and able to anticipate needs
- Mature, polished, and professional with a positive attitude
- Strong sense of ownership, accountability, and follow-through
- Collaborative team player who thrives in a fast-paced environment
SALARY
$120-140K base + discretionary bonus + paid overtime + comprehensive benefits.
HOURS
Hybrid – 3 days/week in the NYC office.
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