Executive Assistant - Senior Investment Executives

Northbound Executive Search; New York (NY); On-site; USD 80,000 - 125,000; Full time

Benefits offered by this job

Professional development opportunities

Discretionary bonus

Collaborative culture

Job summary

A leading private equity firm is seeking a professional Executive Assistant to support its senior investment team. This role demands strong organizational skills and the ability to manage complex schedules in a fast-paced, deal-driven environment. Ideal candidates should have over 3 years of experience in relevant fields, strong communication skills, and proficiency in Microsoft Office Suite. The position offers a competitive salary ranging from $80,000 to $125,000, along with bonus opportunities and professional growth in a collaborative environment.

Qualifications

• 3+ years of experience as an Executive Assistant, preferably in private equity or financial services.
• Strong time management and organizational skills.
• Ability to handle confidential information with discretion.

Responsibilities

• Provide administrative support to senior investment professionals.
• Manage complex calendars and scheduling across multiple time zones.
• Prepare meeting materials, presentations, and briefing documents.

Skills

Time management

Organizational skills

Communication

Attention to detail

Tools

Microsoft Office Suite

CRM systems (Salesforce, DealCloud, Affinity)

Job description

We are working with a leading private equity firm to hire a professional, resourceful Executive Assistant to support a senior investment team. This is a high-visibility role that requires strong organizational skills, excellent judgment, and the ability to operate effectively in a fast-paced, deal-driven environment. The ideal candidate is dependable, proactive, and takes pride in delivering exceptional work.

Key Responsibilities

Executive & Team Support

• Provide administrative support to senior investment professionals
• Manage complex calendars and scheduling across multiple time zones
• Coordinate internal and external meetings with investors, advisors, and portfolio companies
• Prepare meeting materials, presentations, and briefing documents
• Handle expense reports, approvals, and internal documentation
• Support tracking of investment activity and meeting follow-ups
• Maintain accuracy of documents and deal files
• Assist with CRM/database updates related to contacts, meetings, and deal notes
• Help prepare materials for due diligence, investment committees, and portfolio reviews

Logistics & Communication

• Arrange detailed domestic and international travel
• Serve as a professional point of contact for internal and external stakeholders
• Draft and manage internal communications and team coordination
• Support occasional team events, offsites, and investor meetings

Qualifications

• 3+ years of experience as an Executive Assistant, preferably in private equity, venture capital, investment banking, or financial services
• Strong time management and organizational skills with the ability to manage shifting priorities
• Confident communicator with strong writing and interpersonal skills
• High attention to detail, reliability, and a strong sense of ownership
• Ability to handle confidential information with discretion
• Proficient in Microsoft Office Suite; experience with CRM systems (Salesforce, DealCloud, Affinity) a plus
• Base salary: $80,000 – $125,000, depending on experience
• Discretionary bonus
• Professional development and growth opportunities
• Collaborative culture within a respected investment firm