Executive Assistant, Global Wealth

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

Job summary

A leading company in the investment sector is seeking an Administrative Support professional to assist top executives with comprehensive office management tasks. Responsibilities include calendar maintenance, travel coordination, and supporting various administrative functions. Join a fast-paced team dedicated to effective communication and professional development in a dynamic work environment.

Benefits

Comprehensive benefits package

Paid time off and holidays

Annual discretionary incentive program

Qualifications

• Excellent Microsoft Office skills required.
• Proficient with Concur and CRM database.
• Highly organized and proactive mindset is essential.

Responsibilities

• Manage calendars, internal and external meetings.
• Coordinate travel arrangements for executives.
• Support investor relations and manage subscriptions.

Skills

Microsoft Office

Communication

Organization

Proactivity

Attention to Detail

Team Collaboration

Tools

Concur

CRM database (DealCloud)

Job description

The principal responsibility of this position is to provide administrative support to at least one Managing Director, one Principal and one Vice President within our Global Wealth team.

Responsibilities

• Proactively maintain calendars, contacts and tasks (primarily done through Microsoft Office); schedule and coordinate internal and external meetings and events, including tracking attendance, registering and greeting guests, ordering, setting up and taking down catering in meeting rooms.
• Coordinate complex and ever-changing domestic and international travel arrangements, which include flights (commercial and private), hotel reservations, car service, internal and client meetings, and events, etc. This also includes checking managers into flights, tracking flights (and weather), and troubleshooting travel problems, if they arise, including after hours or on weekends, as needed.
• Booking conference rooms, making lunch/dinner reservations, planning team events and assisting with team conferences.
• Phones: For senior Investment Professionals, answer phone lines and take messages as needed.
• Expenses: Produce, review, edit and complete expense reimbursement reports (which can involve appropriate foreign currency conversions) primarily using Concur; work with AP for timely payments and track reimbursements.
• Investor Relations: Maintain CRM and run reports as needed for team.
• Perform general administrative and office tasks including, but not limited to, preparing correspondence, file organization, data entry, maintaining contact lists and process documents, archiving and preparing and printing pre-meeting materials for review, assist with moderate printing, copying, filing and mailing.
• Prepare, print and, where necessary, ship presentation materials to ensure such materials are available for team onsite and during travel.
• Collaborate with IT (in a remote office) to ensure that audio/visual components are set up and functional in advance of meetings.
• Order supplies for the office and retrieve guests/deliveries from office reception.
• Subscriptions: Manage research subscriptions.
• Conferences: Manage attendance to conferences and membership to business organizations.
• Assist with special projects/event planning as needed; Pro-actively anticipate work assignments whenever possible.
• Maintain confidentiality of all sensitive and confidential issues.
• Building strong professional relationships with colleagues in all Carlyle offices worldwide.
• Other reasonably related duties as assigned.

Qualifications

Education & Certificates

Professional Experience

• Excellent Microsoft Office Skills (including PowerPoint, Word and Excel)
• Proficient with Concur
• Knowledge in CRM database (DealCloud) a plus
• Roadshow experience is a plus
• Willingness to work in the NY office at least four days each week (with flexibility when needed on Fridays)
• Highly organized, proactive mindset and willingness to go the extra mile
• Ability to prioritize effectively and juggle multiple urgent tasks
• Works well under pressure (with deadlines)
• Ability to work independently with minimal supervision with strong follow-through skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Collaborative/teamwork attitude and skills a must
• Maintain a positive attitude in a fast-paced work environment

The compensation range for this role is specific to New York and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.

The anticipated base salary range for this role is $110,000 to $115,000.

In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.

At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.