Executive Assistant – Investment Management | Boston, MA
Our client, a leading global investment management firm with a sophisticated platform spanning a broad range of investment strategies and a strong reputation in the industry, is looking to add an Executive Assistant to their growing team in Boston.
Responsibilities:
Provide high-level administrative and operational support to senior investment professionals and teams
Manage complex calendars, including prioritization, conflict resolution, forward planning, and maximizing executive time
Coordinate internal and external meetings, including rooms, visitors, technology, materials, agendas, catering, and follow-up
Arrange domestic and international travel, including flights, hotels, ground transportation, itineraries, and last-minute changes
Build strong relationships with investors, internal partners, administrative colleagues, external contacts, and vendors
Provide cross-coverage and backup support for other Executive Assistants
Support team events, visitor logistics, onboarding, reporting, special projects, and process improvement initiatives
Requirements:
3-6 years of administrative or Executive Assistant experience, ideally within financial services, investment management, professional services, or another fast-paced environment
Experience supporting multiple senior stakeholders with competing priorities and complex scheduling needs
Advanced proficiency with Microsoft Outlook, Teams, Word, Excel, PowerPoint, and OneNote
Interest in leveraging AI and technology to improve workflows and efficiency
Excellent attention to detail, organization, and follow-through
Ability to work independently, prioritize effectively, and know when to escalate
Strong communication and interpersonal skills with the ability to build trusted relationships
Ability to manage time-sensitive requests and changing priorities while remaining professional and composed
$85K-$95K base salary, dependent on experience
If you are interested, please apply directly and email your resume to Cassidy Sullivan at csullivan@daleyaa.com.
Numbers & Facts
Location
Boston, MA
Industry
Staffing/Employment Agencies
Salary
$85,000–$95,000 Per Year
Company Size
20 to 49 employees
Year Founded
2005
Website
http://daleyaa.com/
About Company
Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.
Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.
Skills
Administrative Skillsunmatched
Artificial Intelligence (AI)unmatched
Calendar Managementunmatched
Catering Servicesunmatched
Communication Skillsunmatched
Conflict Resolutionunmatched
Detail Orientedunmatched
Establish Prioritiesunmatched
Executive Assistant Skills unmatched
Financial Servicesunmatched
Follow Throughunmatched
Interpersonal Skillsunmatched
Investment Managementunmatched
Investment Strategyunmatched
Logisticsunmatched
Microsoft Excelunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Onboardingunmatched
Operational Supportunmatched
Process Improvementunmatched
Professional Servicesunmatched
Willing to Travelunmatched
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