Executive Assistant for Investor Relations & Marketing

BCL Search; New York (NY); On-site; USD 110,000 - 115,000; Full time

Job summary

BCL Search, Inc. in New York, NY, is seeking an Executive Assistant to support investor relations and marketing teams at a Midtown private equity firm. The role focuses on complex calendar management, travel coordination, and creating polished materials.

The ideal candidate has a bachelor’s degree and 4+ years of administrative experience, outstanding Microsoft Office skills, and the ability to work independently with discretion and strong follow-through.

Qualifications

• Bachelor’s Degree is required.
• 4+ years of administrative experience.
• Excellent Microsoft Office skills (including Outlook, Excel, Word, and PowerPoint).
• Ability to work independently with strong follow-through skills.
• Collaborative/teamwork attitude and skills.
• Strong organizational skills and detail-oriented.
• Excellent communication and logistical skills – both written and oral.
• Demonstrated ability to work effectively and at a high energy level within a team environment.
• Professionalism and confidentiality, particularly when dealing with clients.

Responsibilities

• Coordinate domestic and international travel arrangements; scheduling flights, booking accommodation, car service and reservations.
• Process expense reports.
• Prepare and proofread general correspondence including emails, letters, memos, faxes, and reports.
• Schedule internal and external meetings.
• Edit PowerPoint presentations for investor presentations.
• Maintain calendars and contacts in Microsoft Outlook; set up internal and external meetings of individuals at all levels.
• Provide general administrative support as requested (copying, filing, mailing, faxing, etc.).
• Plan and help execute client events.
• Assist with special projects and research as needed.

Skills

Calendar management

Communication

Organization

Teamwork

Detail-oriented

Follow-through

Education

Bachelor's Degree

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Executive Assistant to Investor Relations and Marketing Teams at Midtown PE firm

• New York, New York

Our client, a growing private equity firm, is seeking a polished, proactive, and highly organized Administrative Assistant to support its Investor Relations team, including 3 Managing Directors and 1–2 Associates. This is an exciting opportunity to join a close-knit, collaborative firm and play an integral role in supporting both the team's day-to-day administrative needs and broader fundraising and investor relations activities.

The ideal candidate will have 3+ years of experience in a fast-paced corporate environment, ideally with exposure to Investor Relations, financial services, or a similar client-facing function. This individual should be comfortable managing complex calendars and logistics while also taking ownership of CRM management, pipeline tracking, project coordination, and data accuracy. A strong understanding of the sales or fundraising lifecycle, exceptional attention to detail, and the ability to proactively manage follow-ups and competing priorities will be key to success in this role.

RESPONSIBILITIES

Provide comprehensive administrative and operational support to 3 Managing Directors and 1–2 Associates on the Investor Relations team

Manage complex calendars, coordinate internal and external meetings, and prioritize conflicting appointments

Maintain and update Salesforce, including investor contacts, meeting notes, biographies, activity records, and other relevant information

Assist with tracking fundraising activity, investor pipelines, prospective opportunities, and ongoing relationship management

Monitor outstanding action items and follow-ups, ensuring important deadlines, communications, and next steps are appropriately tracked and completed

Support the Investor Relations team throughout the fundraising lifecycle by maintaining accurate data, organizing information, and coordinating related projects

Assist with preparing, organizing, and maintaining investor materials, meeting documents, reports, and other relevant information

Coordinate conference calls, prepare meeting materials, and arrange conference room logistics

Arrange domestic and international travel, including flights, hotels, ground transportation, and reservations

Prepare and process monthly travel and expense reports

Assist with investor meetings, firm events, and other team-related initiatives

Work closely with the broader team to improve administrative processes, CRM organization, and overall operational efficiency

Handle confidential investor, financial, and company information with the highest level of discretion

Provide additional administrative and project support as needed

REQUIREMENTS

2+ years of administrative, Investor Relations, sales support, or related experience within a professional corporate environment

Prior experience within private equity, investment management, financial services, or another fast-paced, client-facing environment strongly preferred

Experience with Salesforce or a similar CRM system, including data entry, contact management, activity tracking, and maintaining accurate records

Familiarity with pipeline tracking, project coordination, and managing follow-up items; understanding of the sales or fundraising lifecycle is highly desirable

Exceptional organizational skills and ability to manage multiple priorities and deadlines simultaneously

Strong attention to detail, particularly when maintaining data, preparing materials, and tracking important information

Excellent written and verbal communication skills with a polished, professional demeanor

Proactive, resourceful, and comfortable taking ownership of responsibilities with minimal oversight

Ability to anticipate team needs, follow through on outstanding items, and ensure nothing falls through the cracks

Strong interpersonal skills and ability to work effectively with senior executives and colleagues across the organization

Proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel

Ability to handle sensitive information with discretion and confidentiality

Bachelor's Degree required

SALARY

$120-140K base + discretionary bonus + excellent benefits, including fully paid benefits, 401(k) match, and additional perks.

HOURS

Monday–Friday, approximately 8:30/9:00 AM–5:00/5:30 PM, with flexibility for earlier or later meetings.