Executive Assistant to Investor Relations

Northbound Executive Search; New York (NY); On-site; USD 120,000 - 145,000; Full time

Job summary

A leading private equity firm is looking for a proactive Executive Assistant to support the Head of Investor Relations and senior team members. This role involves managing schedules, preparing investor materials, and maintaining CRM information, while fostering relationships with investors. Candidates should have substantial experience supporting investment professionals and demonstrate excellent organizational and communication skills.

Benefits

Discretionary bonus (20-30%)

100% employer-paid medical, dental, and vision insurance

Educational and cultural initiatives for employees

Qualifications

• 5+ years in administrative roles, 3+ years supporting investment professionals.
• Ability to interact with high-level executives, and clients professionally.

Responsibilities

• Manage calendars for senior team members and prepare materials for investor meetings.
• Handle sensitive information and assist in investor conferences and events.

Skills

Proficiency in Microsoft Office Suite

Written and verbal communication skills

Attention to detail

Discretion

Tools

CRM (DealCloud, Salesforce, Dynamo)

Job description

Executive Assistant to Investor Relations

Executive Assistant to Investor Relations

Our client,a leading private equity firm, is seeking a proactive and detail-oriented Executive Assistant to support their Head of Investor Relations and senior team members (3 Managing Directors). Their Investor Relations team plays a pivotal role in fostering strong relationships with investors and partners, ensuring transparency, and providing detailed performance insights.

***Qualified candidates will be coming directly from an asset management firm supporting senior investment professionals. Only qualified candidates will be considered.***

Key Responsibilities:

• Manage and maintain calendars and scheduling for the Head of Investor Relations and senior team members.
• Prepare materials for investor meetings, presentations, and reports, ensuring all content is clear, concise, and accurate.
• Handle sensitive and confidential information with discretion and professionalism.
• Assist in the preparation and coordination of investor conferences, roadshows, and events.
• Update CRM with investor contact information and meeting noes, and run reports as necessary.

Qualifications:

• 5+ years of experience in administrative roles, 3+ years of experience in a role supporting investment professionals within private equity or similar.
• Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Proficiency in a CRM (DealCloud, Salesforce, Dynamo, etc), preferred.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to ensure accuracy under tight deadlines.
• Professional demeanor and ability to interact with high-level executives, investors, and clients.
• $120,000 - 145,000 base range
• Discretionary bonus (20-30%)
• Employer pays for 100% of medical, dental, and vision insurance
• Educational and cultural initiatives available to all employees

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Financial Services and Venture Capital and Private Equity Principals

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