Executive Assistant (Investor Relations)

Atlantic Group; New York (NY); On-site; USD 125,000 - 145,000; Full time

Job summary

A fast-paced private equity firm in New York is seeking an Executive Assistant for Investor Relations to support senior leadership. The role involves managing calendars, organizing meetings, and handling travel logistics. Candidates must have significant experience in financial services and possess excellent organizational skills.

Qualifications

• 5-7 years as an Executive Assistant, ideally in Investor Relations.
• Proficient in Microsoft Office Suite and CRM platforms.
• Highly organized, detail-oriented, with strong communication skills.

Responsibilities

• Manage complex calendars and coordinate investor meetings.
• Organize international travel and logistics for roadshows.
• Prepare presentations and maintain CRM systems.

Skills

Organizational Skills

Communication Skills

Attention to Detail

Education

Bachelor’s degree in Business, Communications, or a related field

Tools

Microsoft Office Suite

CRM platforms (e.g., DealCloud, Salesforce)

Job description

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• Location: New York, NY
• Type: Perm (Contingency)
• Job #44874
• Salary: $125,000
  
  

Job Overview – Executive Assistant (Investor Relations):

Compensation: $125,000 – $145,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (In-Office)

Our client is hiring an Executive Assistant (Investor Relations) in New York, NY to support senior leadership in a fast-paced private equity environment. Responsibilities include managing complex calendars, coordinating investor meetings and roadshows, preparing presentations, and maintaining CRM systems such as DealCloud or Salesforce. Ideal candidates are highly organized, detail-oriented, and experienced in financial services.

Responsibilities as the Executive Assistant:

• Calendar & Meeting Management: Coordinate investor meetings, calls, and internal events across multiple time zones.
• Travel & Roadshow Support: Organize complex domestic and international travel and logistics for investor roadshows.
• Event Planning: Assist with investor events, including annual meetings, conferences, and webinars.
• Expense & Presentation Management: Handle expense reporting and prepare polished presentation materials.
• CRM & Data Tracking: Maintain accurate investor records in CRM platforms like DealCloud or Salesforce.
  
  

Qualifications for the Executive Assistant:

• Education: Bachelor’s degree in Business, Communications, or a related field is required.
• Experience: 5-7 years as an Executive Assistant, ideally in Investor Relations or supporting senior leadership in financial services.
• Technical Skills: Proficient in Microsoft Office Suite (PowerPoint, Outlook, Word, Excel), with preferred experience using CRM platforms such as DealCloud or Salesforce.
• Skills & Attributes: Highly organized and detail-oriented, with strong communication skills, sound judgment, and the ability to manage priorities in a fast-paced, confidential environment.
  
  

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Staffing and Recruiting

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