Executive Assistant (Investment Management)

Connect Search, LLC; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading capital markets platform in Chicago is seeking a senior-level Executive Assistant to support its President and senior leadership team. This role requires over 10 years of experience working with C-suite executives, a background in finance, and advanced Microsoft Office skills. Responsibilities include managing complex calendars, coordinating travel, and preparing confidential documents. The position offers high visibility and the chance to contribute significantly to executive operations within a professional culture.

Qualifications

• 10+ years of experience supporting C-suite or senior executives.
• Background in capital markets, commercial real estate, investment banking, private credit, law firms, or institutional finance strongly preferred.
• Experience in high-volume, transactions-driven environments.

Responsibilities

• Provide direct support to the President & Head of Strategy and Senior Principals.
• Manage complex calendars and logistics for senior executives.
• Coordinate extensive domestic and international travel arrangements.

Skills

Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)

Exceptional communication

Organization and prioritization abilities

Discretion and precision in high-volume environments

Education

Bachelor’s degree or equivalent experience

Job description

A leading, privately held capital markets and structured finance platform is seeking a senior-level Executive Assistant to support its President and senior leadership team. This is a highly visible, trusted role for a polished professional who thrives in fast-paced, transactional environments and enjoys operating at the center of deal flow, client engagement, and executive decision-making.

This position provides high-level, confidential, and proactive support to multiple senior leaders and plays a critical role in ensuring seamless execution across business development, transaction activity, and internal operations.

Location: Downtown Chicago, 5 days a week on-site, future flexibility for 4 days.

Responsibilities:

• Provide direct support to the President & Head of Strategy, Capital Markets, and multiple Senior Principals; indirect support to a broader team of 10–15 professionals
• Manage complex calendars, scheduling, and logistics for senior executives with demanding priorities
• Coordinate extensive domestic and international travel, itineraries, lodging, and expense management
• Serve as a polished point of contact for clients, lenders, attorneys, bankers, and internal stakeholders
• Organize and maintain electronic deal files, data rooms, and document workflows related to private placement and structured finance transactions
• Process and track NDAs and confidential documentation with legal, compliance, and counterparties
• Maintain and update transaction and offering registers
• Prepare, edit, and proofread presentations, marketing materials, and client-facing documents with exceptional attention to detail
• Assist in assembling pitch materials and transaction packages
• Screen, route, and draft sensitive correspondence while maintaining strict confidentiality
• Lead planning for client conferences, leadership meetings, and team events
• Coordinate agendas, materials, onsite logistics, catering, and follow-up
• Manage office operations, vendor coordination, mail, and supplies
• Act as liaison with Legal, Compliance, Finance, and HR
• Support special projects and anticipate leadership needs independently

Ideal Background

• Bachelor’s degree or equivalent experience
• 10+ years of experience supporting C-suite or senior executives
• Background in capital markets, commercial real estate, investment banking, private credit, law firms, or institutional finance strongly preferred
• Experience in high-volume, transactions-driven environments requiring discretion and precision
• Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
• Exceptional communication, judgment, organization, and prioritization abilities
• Highly professional, proactive, and comfortable working with senior leadership

Why This Role

• High visibility with executive leadership
• Exposure to live transactions and senior decision-making
• Stable, high-performing platform with long-term growth trajectory
• Professional, high-integrity culture
• Opportunity to build a long-term career within a respected institutional environment

If you are an experienced executive assistant who thrives in high-stakes, fast-moving environments and enjoys being a true business partner to senior leadership, this role offers a rare opportunity to make a meaningful impact.