Executive Assistant (Analyst Track) - Global Investment Firm in Boston

Daley And Associates, LLC.; Boston (MA); On-site; USD 90,000 - 100,000; Full time

Job summary

Daley And Associates, LLC. in Boston, MA seeks an Executive Assistant on the Analyst Track to support senior investment professionals and operations.

You will manage calendars, coordinate meetings and travel, and assist with reporting and process improvements in a fast-paced setting. The role emphasizes proactive scheduling, strong communication, and building trusted relationships while leveraging AI tools to enhance efficiency and workflows.

Qualifications

• 3-6 years of EA experience, ideally in financial services or fast-paced environments.
• Experience supporting multiple senior stakeholders with complex scheduling needs.
• Advanced proficiency with Microsoft Office suite (Outlook, Teams, Word, Excel, PowerPoint, OneNote).
• Interest in leveraging AI and technology to improve workflows and efficiency.

Responsibilities

• Provide high-level administrative and operational support to senior investment professionals and teams.
• Manage complex calendars, prioritization, conflict resolution, and forward planning.
• Coordinate internal and external meetings, including rooms, visitors, materials, agendas, catering, and follow-up.
• Arrange domestic and international travel, including flights, hotels, ground transportation, itineraries, and last-minute changes.
• Build strong relationships with investors, internal partners, administrative colleagues, external contacts, and vendors.
• Provide cross-coverage and backup support for other Executive Assistants.
• Support team events, visitor logistics, onboarding, reporting, special projects, and process improvement initiatives.

Skills

Calendar management

Executive support

Travel coordination

Stakeholder management

AI workflows

Microsoft Office

Tools

Outlook

Teams

Word

Excel

PowerPoint

OneNote

Job description

Executive Assistant (Analyst Track) – Investment Management | Boston, MA

Our client, a leading global investment management firm with a sophisticated platform spanning a broad range of investment strategies and a strong reputation in the industry, is looking to add an Executive Assistant to their growing team in Boston - with the opportunity to be promoted to Analyst.

Responsibilities:

• Provide high-level administrative and operational support to senior investment professionals and teams
• Manage complex calendars, including prioritization, conflict resolution, forward planning, and maximizing executive time
• Coordinate internal and external meetings, including rooms, visitors, technology, materials, agendas, catering, and follow-up
• Arrange domestic and international travel, including flights, hotels, ground transportation, itineraries, and last-minute changes
• Build strong relationships with investors, internal partners, administrative colleagues, external contacts, and vendors
• Provide cross-coverage and backup support for other Executive Assistants
• Support team events, visitor logistics, onboarding, reporting, special projects, and process improvement initiatives

Requirements:

• 3-6years of administrative or Executive Assistant experience, ideally within financial services, investment management, professional services, or another fast-paced environment
• Experience supporting multiple senior stakeholders with competing priorities and complex scheduling needs
• Advanced proficiency with Microsoft Outlook, Teams, Word, Excel, PowerPoint, and OneNote
• Interest in leveraging AI and technology to improve workflows and efficiency
• Excellent attention to detail, organization, and follow-through
• Ability to work independently, prioritize effectively, and know when to escalat
• Strong communication and interpersonal skills with the ability to build trusted relationships
• Ability to manage time-sensitive requests and changing priorities while remaining professional and composed

$90K-$100K base salary, depending on experience