Executive Assistant to the Investment Team

Executive Assistant to the Investment TeamOpportunity:The Executive Assistant will be responsible for providing comprehensive administrative and logistical support to ensure the efficiency and productivity of the Investment Team.Responsibilities will include, but are not limited to:Calendar and Travel Management: Manage complex calendars for the SeniorManaging Director, Vice Presidents and Associate, scheduling internal and external meetings, including Investment Committee meetings and quarterly calls.Logistics Coordination: Coordinate and arrangeall aspects of domestic and occasional international travel required for due diligence and investment portfolio management.Document and Report Preparation: Assist in the preparation, organization, and formatting of sensitive investment materials, including Quarterly Updatesand Memos, ensuringhigh quality and timely delivery for Committee review.Pipeline and Communication Tracking: Support the Investment Associate by maintaining records and coordinating correspondence with family officepeers, investment managers,asset managers, and other service providers.Technology and Data Management: Manage and updaterecords and workflowwithin the team's tech stack, such as CRM, performance reporting, and workflow management systems.Financial Administration: Process and trackexpense reports, invoices, and purchase ordersfor the Investment Team.Team Support and Recruiting: Help manage the logistical coordination for recruiting and onboarding investment interns.Professional Representation: Serve as the professional first point of contact for external partners, handling correspondence, and maintaining the highest level of discretion regarding sensitive firm information.Qualifications include:Experience: 5-10+ years of experience supporting senior executives, ideally within the investment management or single-family office sector.Skills: Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Familiarity with finance-related software (e.g., performance reporting, CRM, multi-asset portfolio analytics) is highly desirable.Attributes: Exceptional work ethic, humility, positive attitude, attention to detail, and interpersonal skills. Must possess a high degree of intellectual curiosity and be a proactive self-starter.Communication: Excellent writtenand verbal communication skills and the ability to manage multiple workstreams concurrently.Education: Bachelor's degree preferred.