Executive Assistant

Coda Search│Staffing; Hoboken (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

Coda Search│Staffing seeks an Executive Assistant to support the Global Head of Capital Development & Investor Relations. The role requires coordinating complex calendars, travel, and high‑level communications with investors and partners.

Responsibilities include preparing briefing materials, managing expense reporting, and maintaining Salesforce CRM data for investor relations and fundraising activities.

Qualifications

• 3+ years of experience as an Executive Assistant supporting C-level executives or senior leadership.
• Experience in financial services, private equity, real estate investment, or investor relations.
• Strong communication and calendar management skills.
• Proficiency with Salesforce CRM for investor relations and data tracking.

Responsibilities

• Provide executive support and manage complex calendar across multiple time zones.
• Coordinate domestic and international travel, meetings, and briefings.
• Prepare agendas, presentations, and meeting materials; take minutes and track action items.
• Maintain investor database in Salesforce; support fundraising events and roadshows.

Skills

Exceptional communication

Calendar management

Cross-functional coordination

Travel coordination

Tools

Salesforce CRM

Job description

A Real Estate fund manager is looking to hire an Executive Assistant for its Global Head of Capital Development & Investor Relations.

This role requires exceptional communication skills, strong technical proficiency in Salesforce CRM, and the ability to manage complex schedules and coordination with high-net-worth investors and institutional partners.

Key Responsibilities:

Executive Support & Calendar Management

• Manage complex calendar with multiple time zones, prioritizing meetings based on strategic
• importance
• Coordinate domestic and international travel arrangements including flights, accommodations,
• ground transportation, and detailed itineraries
• Prepare executive briefing materials, presentations, and meeting agendas
• Screen and prioritize incoming communications, responding independently when appropriate
• Handle expense reports, reimbursements, and budget tracking

Investor Relations & CRM Management

• Maintain investor database in Salesforce CRM with accuracy and completeness

Meeting & Event Coordination

• Organize and facilitate internal and external meetings including logistics, catering, and
• technology setup
• Coordinate fundraising activities including investor roadshows and capital raising events
• Take meeting minutes and distribute action items with follow-up tracking

Required Qualifications:

Experience & Education

• 3+ years of experience as an Executive Assistant supporting C-level executives or senior
• leadership
• Experience in financial services, private equity, real estate investment, or investor relations