Executive Assistant to support CIO & Equities Team at boutique fund - hybrid!

HRB; New York (NY); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Discretionary bonus

Paid overtime

Comprehensive benefits

Job summary

HRB, a boutique investment firm in New York, seeks an Executive Assistant to support the CIO and the Equities team. You will manage calendars, travel, reporting, and day-to-day operations in a fast-paced, collaborative environment.

Ideal candidates have 3+ years of admin or executive support, excellent written and verbal communication, and a proactive, detail‑oriented mindset. This hybrid role offers strong benefits and opportunities to grow within financial services.

Qualifications

• 3+ years of administrative or executive support experience preferred in financial services.
• Excellent written and verbal communication skills.
• Strong attention to detail with ability to prioritize and manage multiple tasks.

Responsibilities

• Provide high-level administrative support to CIO and Equities team.
• Coordinate complex domestic and international travel and itineraries.
• Manage calendars, bookings, expenses, and day-to-day admin needs.
• Assist with reports, presentations, spreadsheets, databases, and team materials.
• Maintain internal tracking tools and organize meeting notes and updates.
• Support portfolio managers and analysts with ad hoc projects.

Skills

Executive support

Communication skills

Organization

Proactivity

Job description

Executive Assistant to support CIO & Equities Team at boutique fund -- hybrid!

• New York, New York

Our client, a highly regarded investment firm, is seeking a bright, proactive Executive Assistant to join its growing Equities team. This individual will provide administrative and operational support to the CIO, Portfolio Managers, Analysts, and broader investment team.

This is a fantastic opportunity for a sharp, detail-oriented candidate who enjoys working in a fast-paced, collaborative environment and wants to build their career within financial services. The ideal candidate is organized, resourceful, and eager to take ownership while supporting a busy and dynamic team.

RESPONSIBILITIES

• Provide high-level administrative support to the CIO, Portfolio Managers, Analysts, and broader Equities team
• Coordinate complex domestic and international travel and prepare detailed itineraries
• Manage calendars, conference room bookings, expenses, and general day-to-day administrative needs
• Assist with reports, presentations, spreadsheets, databases, and other team materials
• Maintain and update internal tracking tools and organize meeting notes and team updates
• Assist Portfolio Managers and Analysts with ad hoc projects and requests
• Anticipate team needs and help keep priorities and deliverables organized and on track

REQUIREMENTS

• 3+ years of administrative or executive support experience; financial services experience strongly preferred
• Excellent written and verbal communication skills
• Strong attention to detail with exceptional organizational and prioritization skills
• Proactive, resourceful, and able to anticipate needs
• Mature, polished, and professional with a positive attitude
• Strong sense of ownership, accountability, and follow-through
• Collaborative team player who thrives in a fast-paced environment

SALARY

$120-140K base + discretionary bonus + paid overtime + comprehensive benefits.