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

BCL Search, Inc.; New York (NY); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits

Job summary

BCL Search, Inc. is seeking an Executive Assistant to support the CIO and its Equities team in a fast-paced boutique fund in New York. The role demands discretion, proactive calendar management, and reliable coordination with internal and external stakeholders.

This hybrid position offers exposure to senior leadership, financial services, and opportunities to own critical administrative projects while contributing to team efficiency and strategic initiatives.

Qualifications

• 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

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

Skills

Administrative support

Financial services knowledge

Calendar management

Travel coordination

Communication skills

Organization

Proactive attitude

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.