Executive Operations & Travel Manager

Dagen; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Dagen in Austin, TX seeks an experienced Executive Assistant to support senior leadership and the investment team. You will manage calendars, coordinate travel, prepare materials, and streamline operations.

Ideal candidates have 3–5+ years in finance/startup, strong organization, discretion, and fluency with Microsoft Office, Slack, and AI tools. Willingness to relocate to Austin is preferred.

Qualifications

• 3–5+ years of experience in a fast-paced professional environment (finance, investment, or startup experience strongly preferred).
• Based in Austin, TX (or willing to relocate).
• Tech fluent with Microsoft suite, Slack, AI tools; familiarity with project management/collaboration tools a plus.
• Exceptional organizational skills with the ability to manage competing priorities.
• Strong judgment, discretion, and professionalism handling sensitive information.
• Flexibility for early morning, evening, or weekend support.

Responsibilities

• Scheduling: Manage calendars, schedule meetings, and coordinate logistics for senior leadership and investment team.
• Research management: gather earnings transcripts, sell-side reports, research provider reports, and create ad-hoc packs; track research resources.
• Coordinate complex domestic and international travel, with detailed itineraries.
• Meeting prep and follow-up: draft agendas, attendee profiles, briefing materials, track action items.
• Proactively identify issues and ensure follow-through on key initiatives across the firm.
• Handle light personal logistics to provide seamless support.
• HR onboarding: set up new employees with equipment, access, and compliance requirements.
• Create and maintain best-practices playbooks for administrative and operational functions.
• On-the-ground IT support: coordinate with IT vendor, troubleshoot, procure equipment, maintain best practices.
• Vendor relationships: research, negotiate contracts/renewals, ensure quality service.
• Expense management: track and document expenses; assist with invoices and AP.
• Office management: stock supplies, order lunches, welcome guests, and foster a positive culture.
• Support event planning: assist in coordinating team events and client activities.

Skills

Calendar management

Research management

Travel coordination

Meeting preparation

Discretion & professionalism

Personal logistics

Office coordination

Organizational skills

Proactive issue tracking

Time management

Tools

Microsoft Office

Slack

AI Tools

Project management tools

Job description

Dagen in Austin, TX seeks an experienced Executive Assistant to support senior leadership and the investment team. You will manage calendars, coordinate travel, prepare materials, and streamline operations.

Ideal candidates have 3–5+ years in finance/startup, strong organization, discretion, and fluency with Microsoft Office, Slack, and AI tools. Willingness to relocate to Austin is preferred.