Events Specialist

Confidential Asset Management Organization; New York (NY); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Confidential Asset Manager in Midtown Manhattan is seeking an Events Specialist to plan, coordinate, and execute internal and client-facing events, including conferences and receptions. This hands-on role demands strong organizational skills and the ability to manage a dynamic event calendar while collaborating with internal teams and external partners to deliver best-in-class experiences.

This role requires flexibility for evenings/weekends and travel as needed to ensure successful event

Qualifications

• 2–5 years of experience in event planning.
• Budget management and expense analysis using Microsoft Excel.
• Proficiency in Microsoft Office Suite; CRM systems and event management software is preferred.
• Exceptional project management and multitasking abilities in a fast-paced environment.
• Strong interpersonal skills and a polished, client-facing demeanor.
• Experience supporting senior executives and high-profile clients with professionalism and discretion.
• Impeccable organizational skills and attention to detail.
• Willingness to work evenings and weekends as needed for event execution.
• Ability to travel as required.

Responsibilities

• Lead planning and execution of client dinners, conference sponsorships, closing celebrations, internal offsites, and employee engagement activities.
• Manage all administrative components of event logistics including budget tracking, registration platforms, calendar coordination, and process documentation.
• Oversee event operations such as vendor proposals, run-of-show timelines, A/V and technical needs, branding, and budget reconciliation.
• Liaise with internal stakeholders and external partners to ensure seamless execution and alignment with firm standards.
• Deliver high-touch, client-facing service with an emphasis on discretion, precision, and professionalism.
• Provide on-site event support, including guest check-in, materials distribution, and vendor coordination.
• Research and evaluate new venues, restaurants, and event spaces to support strategic event planning.
• Stay current with industry trends, tools, and best practices in event management.
• Build and maintain strong relationships with vendors, venues, and service providers.

Skills

Budget management

Excel

CRM systems

Event coordination

Project management

Client-facing

Communication

Microsoft Office

Event management software

Tools

Microsoft Office

Event management software

Job description

Midtown Manhattan, New York, NY (Hybrid, 3 days in-office)

Company Overview

Confidential Asset Manager is a leading investment management firm headquartered in Midtown Manhattan, with a focus on software M&A—advising on the intersection of technology-driven innovation and business services. The Firm brings deep industry expertise and an exceptional track record, having been recognized with multiple industry awards for dealmaking and investment performance.

With offices in New York and select global financial hubs, our team is comprised of seasoned professionals from top-tier institutions, offering unparalleled advisory and investment capabilities across the global software M&A landscape.

Role Overview

The Events Specialist will be responsible for the planning, coordination, and execution of firm events—ranging from internal engagement initiatives to high-profile client events, conferences, and networking receptions. This individual will work cross-functionally with internal teams and external partners, delivering a best-in-class experience that reflects the Firm's standards of excellence.

This is a hands-on, fast-paced role requiring strong organizational skills, a polished and professional presence, and the ability to manage a dynamic event calendar. The ideal candidate is proactive, detail-oriented, and capable of driving initiatives independently while contributing to a collaborative team culture.

Key Responsibilities

• Lead planning and execution of a range of events, including client dinners, conference sponsorships, closing celebrations, internal offsites, and employee engagement activities.
• Manage all administrative components of event logistics including budget tracking, registration platforms, calendar coordination, and process documentation.
• Oversee event operations such as vendor proposals, run-of-show timelines, A/V and technical needs, branding, and budget reconciliation.
• Liaise with internal stakeholders and external partners to ensure seamless execution and alignment with firm standards.
• Deliver high-touch, client-facing service with an emphasis on discretion, precision, and professionalism.
• Provide on-site event support, including guest check-in, materials distribution, and vendor coordination.
• Research and evaluate new venues, restaurants, and event spaces to support strategic event planning.
• Stay current with industry trends, tools, and best practices in event management.
• Build and maintain strong relationships with vendors, venues, and service providers.

Qualifications

• 2–5 years of experience in event planning or related field.
• Proven ability to manage budgets and analyze event-related expenses using Microsoft Excel.
• Proficiency in Microsoft Office Suite; experience with CRM systems and event management software is preferred.
• Exceptional project management and multitasking abilities within a fast-paced, high-performance environment.
• Strong interpersonal skills and a polished, client-facing demeanor.
• Experience supporting senior executives and high-profile clients with professionalism and discretion.
• Impeccable organizational skills and attention to detail.
• Self-motivated, adaptable, and capable of managing both strategic and tactical tasks.
• Willingness to work evenings and weekends as needed for event execution.
• Ability to travel as required.

Professional Attributes

• Strong written and verbal communication skills; capable of producing high-quality materials and presentations.
• Mature, confident presence in both internal meetings and external interactions.
• Collaborative mindset with a strong sense of ownership and accountability.
• Comfortable working under pressure with excellent prioritization and time management skills.
• Commitment to continuous learning and professional growth—for both self and others.

Why Join Us?

• Leadership team comprised of former senior investment bankers from top-tier global banks.
• Consistent recognition with industry awards for dealmaking and firm performance.
• Involvement in industry-shaping deals across billion-dollar transactions and high-growth financing rounds.
• Clear path for career advancement and competitive compensation.
• Access to top-tier clients and exceptional deal flow in one of the fastest-growing sectors.
• Dynamic, tight-knit team culture with a focus on excellence, innovation, and collaboration.

Track Record

The Firm has advised on numerous landmark transactions across the software sector, including multi-billion-dollar sales, mergers, and financings, as well as high-growth venture and growth-equity rounds spanning enterprise software, infrastructure, and technology-enabled services.

Inclusion and Equal Opportunity Employment

The Firm is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact our recruiting team.