Executive Assistant, Investment Management (Analyst Track)

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

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.