Executive Office Analyst - Hybrid NYC, Growth & Projects

CastleOak Securities; New York (NY); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Commuter benefits

401(k) with company match

Charitable contribution match program

Hybrid Workplace

Company-paid life insurance, short- &/

long-term disability insurance

Paid time off

Job summary

CastleOak Securities, L.P. is seeking a sharp Analyst to support the Office of the CEO in a hybrid role in New York, NY.

The position blends executive administrative duties with analytics, project coordination, and business operations to help senior leaders move initiatives forward. The ideal candidate is proactive, discrete, and organized, capable of balancing administrative execution with research, analysis, and cross-functional follow-through.

Qualifications

• Excellent written and verbal communication.
• Proactive and detail-oriented with strong organization.
• Ability to handle confidential information.
• Comfortable working with senior leaders and cross-functional teams.

Responsibilities

• Provide administrative, scheduling, and daily coordination support for the CEO.
• Prepare agendas, meeting materials, and trackers.
• Conduct research and gather information for CEO projects.
• Assist with basic analysis using Excel, PowerPoint.
• Coordinate internal meetings, events, and travel logistics.
• Prepare concise summaries and status updates for initiatives.
• Utilize Outlook, Word, Excel, PowerPoint, Teams to improve workflow.

Skills

Executive support

Analytical mindset

Strong organization

Excellent communication

Tools

Microsoft Outlook

Excel

PowerPoint

Word

Teams

Job description

CastleOak Securities, L.P. is seeking a sharp Analyst to support the Office of the CEO in a hybrid role in New York, NY.

The position blends executive administrative duties with analytics, project coordination, and business operations to help senior leaders move initiatives forward. The ideal candidate is proactive, discrete, and organized, capable of balancing administrative execution with research, analysis, and cross-functional follow-through.