Senior Executive Coordinator - Investment Team Ops

Career Group; San Francisco (CA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Excellent Bonus

Job summary

Career Group in San Francisco is seeking an Executive Coordinator to join a prestigious investment firm’s team. You will provide high-level executive support, manage complex calendars, coordinate international travel, and oversee expense reporting for senior investment professionals.

The role offers exposure to investment committees, team operations, onboarding, events, and cross-functional collaboration in a fast-paced, results-driven culture.

Qualifications

• Bachelor's degree and 5+ years of progressive administrative or executive support experience.
• Exceptional organizational skills with ability to juggle multiple priorities.
• Strong emotional intelligence and professional presence.
• Ability to handle confidential information with discretion.

Responsibilities

• Manage complex calendars, coordinate meetings, arrange domestic and international travel, and oversee expense reporting.
• Support investment committee meetings, organize materials, and facilitate cross-team communication.
• Coordinate onboarding, technology requests, office logistics, and day-to-day operations.
• Assist with interview scheduling, candidate coordination, and onboarding processes.
• Plan and execute team dinners, offsites, and other events, handling logistics end-to-end.
• Collaborate across the organization to identify solutions and ensure operational excellence.

Skills

Executive support

Calendar management

Travel planning

MS Office

Education

Bachelor's degree

Tools

Concur

Outlook

PowerPoint

Microsoft Office

Job description

Career Group in San Francisco is seeking an Executive Coordinator to join a prestigious investment firm’s team. You will provide high-level executive support, manage complex calendars, coordinate international travel, and oversee expense reporting for senior investment professionals.

The role offers exposure to investment committees, team operations, onboarding, events, and cross-functional collaboration in a fast-paced, results-driven culture.