Executive Assistant to Senior Investment Professionals

Job Description

Job Description

We are working with a leading private equity firm to hire a professional, resourceful Executive Assistant to support a senior investment team. This is a high-visibility role that requires strong organizational skills, excellent judgment, and the ability to operate effectively in a fast-paced, deal-driven environment. The ideal candidate is dependable, proactive, and takes pride in delivering exceptional work.

Key Responsibilities

Executive & Team Support

Provide administrative support to senior investment professionals

Manage complex calendars and scheduling across multiple time zones

Coordinate internal and external meetings with investors, advisors, and portfolio companies

Prepare meeting materials, presentations, and briefing documents

Handle expense reports, approvals, and internal documentation

Deal & Pipeline Coordination

Support tracking of investment activity and meeting follow-ups

Maintain accuracy of documents and deal files

Assist with CRM / database updates related to contacts, meetings, and deal notes

Help prepare materials for due diligence, investment committees, and portfolio reviews

Logistics & Communication

Arrange detailed domestic and international travel

Serve as a professional point of contact for internal and external stakeholders

Draft and manage internal communications and team coordination

Support occasional team events, offsites, and investor meetings

Qualifications

3+ years of experience as an Executive Assistant, preferably in private equity, venture capital, investment banking, or financial services

Bachelor's degree preferred

Strong time management and organizational skills with the ability to manage shifting priorities

Confident communicator with strong writing and interpersonal skills

High attention to detail, reliability, and a strong sense of ownership

Ability to handle confidential information with discretion

Proficient in Microsoft Office Suite; experience with CRM systems (Salesforce, DealCloud, Affinity) a plus

Compensation & Benefits

Base salary : $80,000 – $125,000, depending on experience

Discretionary bonus

Comprehensive medical, dental, and vision benefits

Professional development and growth opportunities

Collaborative culture within a respected investment firm