Executive Assistant (Investor Relations)

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

Job summary

A leading company is seeking an Executive Assistant (Investor Relations) to support senior leadership in a dynamic private equity environment. The role involves managing complex calendars, coordinating investor meetings, preparing presentations, and maintaining CRM systems. Ideal candidates will be highly organized, detail-oriented professionals with significant experience in financial services.

Qualifications

• 5-7 years as an Executive Assistant in financial services or Investor Relations.
• Proficient in Microsoft Office Suite with CRM experience.
• Strong communication and organizational skills in a confidential setting.

Responsibilities

• Coordinate investor meetings and manage complex calendars.
• Organize travel and logistics for investor roadshows.
• Maintain accurate investor records in CRM platforms.

Skills

Organization

Communication

Attention to Detail

Education

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

Tools

Microsoft Office Suite

DealCloud

Salesforce

Job description

Job Overview – Executive Assistant (Investor Relations):Compensation: $125,000 – $145,000/year + bonusLocation: New York, NYSchedule: 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 Groupwill keep your resume on file for future opportunities and may contact you for further discussion.