Executive Assistant – Investor Relations

Career Group; New York (NY); Hybrid; USD 113,000 - 138,000; Full time

Benefits offered by this job

Firm-covered comprehensive health, •

401(k) with profit-sharing

Daily $25 lunch allowance

Job summary

A premier, global recognized financial services institution seeks an exceptional Executive Assistant to support the Investor Relations team in New York. This hybrid role balances complex executive logistics with investor relations deliverables in a fast-paced environment.

Based in Midtown East, the position offers 4 days onsite and 1 day remote, with 8:30 AM – 5:00 PM hours and after-hours responsiveness as needed. Compensation ranges from $125,000 to $150,000 base plus discretionary bonus.

Qualifications

• 4 to 6+ years of executive support experience, ideally within financial services.
• High emotional intelligence, authenticity, and confidence.
• Meticulous attention to detail paired with a strong commitment to accuracy and discretion.
• A proactive, team-oriented mindset with an eager desire to learn team operations.

Responsibilities

• Calendar Management: Direct complex, multi-time-zone schedule coordination, proactively resolving conflicts and managing meeting arrangements.
• Travel & Expense Management: Oversee domestic and international travel logistics via corporate travel partners, accurately filing expense reports through Concur.
• Meeting Participation & Minutes: Attend designated internal and external discussions to document clear, actionable meeting notes.
• Communication & Coverage: Assist with executive correspondence, message filtering, and cross-team coverage during colleague absences.
• Data & CRM Maintenance: Keep investor distribution channels, contact records, and deal pipelines updated utilizing DealCloud.
• DDQ & ODD Coordination: Assist with the tracking, preparation, and distribution of Operational Due Diligence (ODD) documentation and Due Diligence Questionnaires (DDQs).
• Fund & Investor Logistics: Help manage fund data rooms, track capital call communications, and draft investor-facing collateral.

Skills

Executive support

Emotional intelligence

Attention to detail

Team-oriented mindset

Discretion

Professional composure

Tools

DealCloud

Concur

MS Office

Job description

A premier, global recognized financial services institution seeking an exceptional Executive Assistant to support our dynamic Investor Relations team. Known for an energetic, high-performance environment, our firm deeply values its administrative team, offering an exceptionally supportive network, dedicated leadership, and a highly collaborative workplace culture.

This vital position offers comprehensive operational, administrative, and project-based support to a multi-office team of VP- and Principal-level executives. Acting as a central liaison across departments, the ideal candidate will excel at balancing high-level executive logistics with structured investor relations deliverables in a fast-paced setting.

Location: New York, NY (Midtown East)

Work Arrangement: Hybrid (4 Days Onsite / 1 Day Remote)

Hours: 8:30 AM – 5:00 PM (With after-hours responsiveness as needed)

Compensation: $125,000 – $150,000 base + discretionary bonus

• Firm-covered comprehensive health, dental, and vision insurance options, plus access to an in-building fitness center.
• 401(k) program enhanced with a profit-sharing contribution.
• Daily $25 lunch allowance while working in the office.
• Generous paid vacation allowance, dedicated sick/personal time, plus designated "work-from-anywhere" remote weeks scheduled around major holidays.

Key Responsibilities include:

Executive Support & Operational Logistics

• Calendar Management: Direct complex, multi-time-zone schedule coordination, proactively resolving conflicts and managing meeting arrangements.
• Travel & Expense Management: Oversee domestic and international travel logistics via corporate travel partners, accurately filing expense reports through Concur.
• Meeting Participation & Minutes: Attend designated internal and external discussions to document clear, actionable meeting notes.
• Communication & Coverage: Assist with executive correspondence, message filtering, and cross-team coverage during colleague absences.

Investor Relations & Financial Project Support

• Data & CRM Maintenance: Keep investor distribution channels, contact records, and deal pipelines updated utilizing DealCloud.
• DDQ & ODD Coordination: Assist with the tracking, preparation, and distribution of Operational Due Diligence (ODD) documentation and Due Diligence Questionnaires (DDQs).
• Fund & Investor Logistics: Help manage fund data rooms, track capital call communications, and draft investor-facing collateral.

Qualifications & Desired Attributes

• 4 to 6+ years of executive support experience, ideally within financial services, private equity, asset management, with direct experience supporting IR functions.
• High command of MS Office Suite (Outlook, Excel, Word, PowerPoint), DealCloud (or similar CRM tools), and Concur.
• High emotional intelligence, authenticity, and confidence.
• Meticulous attention to detail paired with a strong commitment to accuracy and discretion.
• A proactive, team-oriented mindset with an eager desire to learn team operations.
• Professional composure and resilience in a high-expectation, quality-driven environment.