Our client, a highly regarded investment firm, is seeking a bright, proactive Executive Assistant to join its growing Equities team. This individual will provide administrative and operational support to the CIO, Portfolio Managers, Analysts, and broader investment team.
This is a fantastic opportunity for a sharp, detail-oriented candidate who enjoys working in a fast-paced, collaborative environment and wants to build their career within financial services. The ideal candidate is organized, resourceful, and eager to take ownership while supporting a busy and dynamic team.
RESPONSIBILITIES
Provide high-level administrative support to the CIO, Portfolio Managers, Analysts, and broader Equities team
Coordinate complex domestic and international travel and prepare detailed itineraries
Manage calendars, conference room bookings, expenses, and general day-to-day administrative needs
Assist with reports, presentations, spreadsheets, databases, and other team materials
Maintain and update internal tracking tools and organize meeting notes and team updates
Assist Portfolio Managers and Analysts with ad hoc projects and requests
Anticipate team needs and help keep priorities and deliverables organized and on track
REQUIREMENTS
Bachelor’s degree required
3+ years of administrative or executive support experience; financial services experience strongly preferred
Excellent written and verbal communication skills
Strong attention to detail with exceptional organizational and prioritization skills
Proactive, resourceful, and able to anticipate needs
Mature, polished, and professional with a positive attitude
Strong sense of ownership, accountability, and follow-through
Collaborative team player who thrives in a fast-paced environment