Executive Assistant / Investor Relations at Investment Firm (Hybrid)

BCL Search
  • New York
    5 days ago

    Job Description

    Our client, an established investment firm based in New York City, is seeking an experienced Executive Assistant to support a senior executive and broader team. This is a fast-paced role combining traditional executive support with Investor Relations assistance and relationship management. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing a high volume of competing priorities while working closely with senior executives, external stakeholders, and internal teams.

    RESPONSIBILITIES:
    • Provide high-level administrative support to an executive and broader team
    • Manage complex calendars and coordinate internal and external meetings
    • Coordinate complex domestic and international travel, accommodations, and logistics for meetings and conferences
    • Manage and maintain the CRM platform, including updates, meeting tracking, reporting, and other relevant information
    • Support Investor Relations initiatives, including organizing and maintaining materials and documentation
    • Coordinate external events, including preparation and follow-up 
    • Process expenses
    • Collaborate with senior executives, external stakeholders, and internal teams
    • Handle highly confidential and sensitive information with discretion
    • Assist with ongoing additional administrative needs and special projects as needed

    REQUIREMENTS:
    • Prior executive administrative experience — within an investment environment or similarly fast-paced professional setting is a plus
    • Bachelor’s Degree or equivalent
    • Proficiency in Microsoft Office Suite, particularly Outlook
    • Experience working with CRM platforms preferred
    • Proven ability to manage a high volume of concurrent requests in a fast-paced environment while maintaining strong attention to detail
    • Highly organized with strong prioritization skills and the ability to manage competing demands in real time
    • Proactive and resourceful, with the ability to anticipate needs, and take initiative
    • Strong written and verbal communication skills
    • Comfortable learning and adopting new technology and tools to improve efficiency
    • Collaborative, positive, can-do attitude with a high level of responsiveness and commitment

    SALARY:
    $125–175K DOE + Discretionary Bonus + Benefits + 401K

    HOURS:
    9:00/9:30am–6:00/6:30pm (DOE) + Flexibility as needed!
    Hybrid schedule






    #IND1

    Numbers & Facts

    LocationNew York

    Skills

    • Administrative Skillsunmatched
    • Calendar Managementunmatched
    • Communication Skillsunmatched
    • Conferencesunmatched
    • Customer Relationship Management (CRM)unmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Establish Prioritiesunmatched
    • Event Managementunmatched
    • Executive Assistant Skills unmatched
    • Investor Relationsunmatched
    • Logisticsunmatched
    • Microsoft Officeunmatched
    • Microsoft Outlookunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Reimbursementunmatched
    • Relationship Managementunmatched
    • Sales Managementunmatched
    • Team Playerunmatched
    • United States Department of Energy (DOE)unmatched
    • Willing to Travelunmatched
    • Writing Skillsunmatched

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