Executive Administrative Assistant: Investor Reporting

Mesirow; Chicago (IL); On-site; USD 80,000 - 110,000; Full time

Job summary

Mesirow, a Chicago-based independent financial services firm, seeks an experienced Senior Administrative Assistant to support the senior management team. The role focuses on ensuring accuracy of client reports and investor presentations while delivering broad administrative, marketing, and business-support services.

The ideal candidate has seven years of administrative experience, a strong client-reporting background, and advanced MS Office skills.

Qualifications

• Bachelor’s degree or equivalent.
• 7+ years of admin experience supporting senior management.
• Experience in financial services preferred.
• Experience preparing client reporting and investor presentations.

Responsibilities

• Prepare and publish quarterly investor reports for each fund.
• Assist asset management with annual business plans.
• Maintain investor contact data in client portal.
• Draft emails, prepare PowerPoint presentations and memoranda.
• Coordinate lender reports under loan agreements.
• Build relationships with internal and external stakeholders.
• Schedule meetings and travel arrangements.
• Prepare and submit expense reports.
• Respond to annual audit confirmations for limited partners.
• Handle confidential information with discretion.
• General admin support to broader team.
• Order office supplies and maintain equipment.
• Perform other duties and special projects.

Skills

Admin experience

Investor reporting

Investor presentations

MS Word

PowerPoint

Adobe Suite

Interpersonal skills

Organizational skills

Communication skills

Confidential handling

Self-management

Team collaboration

Flexibility

Education

Bachelor’s degree or equivalent

Job description

Mesirow, a Chicago-based independent financial services firm, seeks an experienced Senior Administrative Assistant to support the senior management team. The role focuses on ensuring accuracy of client reports and investor presentations while delivering broad administrative, marketing, and business-support services.

The ideal candidate has seven years of administrative experience, a strong client-reporting background, and advanced MS Office skills.