Strategic CIO EA and Operations Partner

Career Group; New York (NY); On-site; USD 135,000 - 165,000; Full time

Job summary

Career Group Client represents a global investment firm seeking a forward-thinking Executive Assistant to support the CIO and partner with a second EA. The role is on-site five days a week in New York, offering a base salary starting at $150,000 with flexibility upwards, plus bonus and benefits.

You will manage complex calendars, high-priority scheduling, and travel logistics while maintaining confidentiality and strategic alignment.

Qualifications

• 5+ years of experience as an EA, preferably at a buy-side or financial services firm.
• Exceptional written and verbal communication, with warm, professional engagement at all levels.
• Strong project management skills with ability to juggle priorities without sacrificing quality.
• High attention to detail and excellent organizational skills.
• Experience managing vendor and third-party relationships.
• Proficiency with Microsoft Office (including Excel), scheduling platforms, and expense systems; familiarity with AI tools.
• Sound judgment, discretion, and ownership mindset.
• Ability to work occasional extended hours or weekends when needed.

Responsibilities

• Manage a complex, frequently changing calendar across multiple time zones with context, not just logistics.
• Prioritize scheduling requests across internal meetings, investor calls, boards, and personal appointments.
• Adjust the schedule in real time as priorities shift.
• Prepare briefing memos ahead of meetings, including investor backgrounds and talking points.
• Organize investor meetings, public company visits, offsites, and team events.
• Track action items and follow-ups to completion.
• Manage high-volume email using a shared inbox model; throughput multiple tasks.
• Triage, prioritize, and draft correspondence in the CIO's voice.
• Act as a polished point of contact for investors, board members, and senior stakeholders.
• Maintain strict confidentiality; think holistically across teams.
• Anticipate opportunities and connect colleagues during travel or events.
• Arrange complex domestic and international travel with itineraries and contingency plans.
• Handle passport and visa considerations.
• Occasionally support personal logistics with coordination to a personal assistant.
• Use AI tools to reduce friction and create leverage; stay current on new tools.
• Identify and implement process improvements; stay current on industry tools.

Skills

EA Experience

Communication

Project management

Attention to detail

Vendor management

MS Office

AI tools

Discretion

Flexible hours

Tools

Microsoft Office

Scheduling platforms

Expense management systems

Job description

Career Group Client represents a global investment firm seeking a forward-thinking Executive Assistant to support the CIO and partner with a second EA. The role is on-site five days a week in New York, offering a base salary starting at $150,000 with flexibility upwards, plus bonus and benefits.

You will manage complex calendars, high-priority scheduling, and travel logistics while maintaining confidentiality and strategic alignment.