Executive Assistant to Global Head of Capital Development

Coda Search│Staffing; Hoboken (NJ); On-site; USD 70,000 - 120,000; Full time

Job summary

Real Estate Fund is seeking an Executive Assistant to support the Global Head of Capital Development & Investor Relations. The role emphasizes meticulous calendar control across time zones, travel planning, and preparation of briefing materials for high-net-worth investors and institutional partners.

Responsibilities include managing communications, expense reports, and budget tracking, while maintaining the Salesforce CRM with investor data.

Qualifications

• 3+ years of experience as an Executive Assistant supporting C-level executives or senior leadership.
• Experience in financial services, private equity, real estate investment, or investor relations is desirable.

Responsibilities

• Manage complex calendar with multiple time zones, prioritizing meetings based on strategic importance.
• Coordinate domestic and international travel arrangements including flights, accommodations, ground transportation, and detailed itineraries.
• Prepare executive briefing materials, presentations, and meeting agendas.
• Screen and prioritize incoming communications, responding independently when appropriate.
• Handle expense reports, reimbursements, and budget tracking.
• Maintain investor database in Salesforce CRM with accuracy and completeness.
• Organize and facilitate internal and external meetings including logistics, catering, and technology setup.
• Coordinate fundraising activities including investor roadshows and capital raising events.
• Take meeting minutes and distribute action items with follow-up tracking.

Skills

Exceptional communication

Calendar management

Multi-time zone coordination

Budget tracking

Investor relations

CRM management

Tools

Salesforce CRM

Job description

Real Estate Fund is seeking an Executive Assistant to support the Global Head of Capital Development & Investor Relations. The role emphasizes meticulous calendar control across time zones, travel planning, and preparation of briefing materials for high-net-worth investors and institutional partners.

Responsibilities include managing communications, expense reports, and budget tracking, while maintaining the Salesforce CRM with investor data.