Investment Team Executive Assistant - Strategic Partner

Dagen; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Dallas seeks an experienced Executive Assistant to support their Investment Team. Responsibilities include managing calendars, coordinating travel, prepping investment documents, and tracking communications. Ideal candidates have 5-10 years of experience in investment management support, advanced Microsoft Office skills, and possess strong communication and interpersonal skills. The firm values detail-oriented and proactive individuals who can handle sensitive information discreetly.

Qualifications

• 5-10+ years of experience supporting senior executives, ideally in investment management.
• Exceptional work ethic, humility, and a proactive self-starter.

Responsibilities

• Manage complex calendars for senior executives.
• Coordinate all aspects of domestic and international travel.
• Prepare and organize sensitive investment materials.
• Support pipeline and communication tracking.
• Manage team tech stack records and workflows.
• Process expense reports, invoices, and purchase orders.
• Coordinate recruiting and onboarding for interns.
• Serve as a professional first point of contact.

Skills

Advanced proficiency in Microsoft Office Suite

Familiarity with finance-related software

Attention to detail

Interpersonal skills

Excellent written and verbal communication

Job description

A financial services firm in Dallas seeks an experienced Executive Assistant to support their Investment Team. Responsibilities include managing calendars, coordinating travel, prepping investment documents, and tracking communications. Ideal candidates have 5-10 years of experience in investment management support, advanced Microsoft Office skills, and possess strong communication and interpersonal skills. The firm values detail-oriented and proactive individuals who can handle sensitive information discreetly.