Executive & Investment Team Operations Lead

Horizon Investments, LLC.; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Horizon Investments, LLC. is seeking an Executive and Investment Team Administrator to provide comprehensive administrative support to the CEO, Executive Committee, and Investment Management team.

The role requires balancing strategic priorities with hands-on execution while maintaining strict confidentiality and discretion in handling sensitive information. The ideal candidate is proactive, highly detail-oriented, and capable of coordinating calendars, travel, meetings, expense reporting, and

Qualifications

• 3+ years of administrative experience, including direct support to executives and/or investment or financial teams preferred.
• Strong organizational skills with the ability to manage competing priorities, deadlines and schedules.
• Clear and professional written and verbal communication; comfortable engaging with internal and external stakeholders.
• Sound judgment and discretion when handling confidential or sensitive information.
• Proficiency in Microsoft Office Suite and Google Workspace.
• Team-oriented with Horizon values and a proactive mindset.

Responsibilities

• Provide high-level administrative support to the CEO and Executive Committee, including calendars and travel.
• Coordinate executive communications and timely responses to requests.
• Prepare monthly expense reports for executive members, including receipts and categories.
• Coordinate Executive Committee meetings, retreats and related logistics.
• Schedule travel for external partners and board members.
• Serve as primary liaison between Executives and Horizon’s external partners with confidentiality.
• Attend meetings, take notes and follow up on action items.
• Coordinate information and schedules across departments to support executives and Investment Management.
• Organize and maintain quarterly board meetings and onboarding for Investment Management staff.
• Support Marketing with media requests and presentation materials.

Skills

Administrative support

Calendar management

Travel arrangements

Communication skills

Discretion & confidentiality

Independent & collaborative

Attention to detail

Tools

Microsoft Office

Google Workspace

Job description

Horizon Investments, LLC. is seeking an Executive and Investment Team Administrator to provide comprehensive administrative support to the CEO, Executive Committee, and Investment Management team.

The role requires balancing strategic priorities with hands-on execution while maintaining strict confidentiality and discretion in handling sensitive information. The ideal candidate is proactive, highly detail-oriented, and capable of coordinating calendars, travel, meetings, expense reporting, and