Executive Assistant - Investment Management

Executive Assistant

We are looking for a proactive and detail-oriented Executive Assistant to join an entrepreneurial investment management firm specializing in a diverse portfolio of real estate debt products. This role will report directly to a Managing Partner in Investor Relations and support other senior members of the Investor Relations team. The ideal candidate will provide proactive support at a high-level capacity. The position requires excellent communication and organizational skills as well as keen attention to detail.

Job Description

• Heavy calendar and adept meeting management for a busy, travel-heavy and client-facing team
• Coordinate road show logistics and book extensive travel arrangements including multi-leg trips, conference registrations, advanced hotel block bookings, cars and itineraries
• Maintain the internal IR / Marketing calendar
• Schedule and organize client and internal meetings, ensuring seamless coordination across multiple calendars as well as in person meeting logistics and setup
• Manage compliance sign off on meeting logistics and restrictions
• Prep materials for client meetings and conferences
• Assist in managing and updating the IR team's contacts
• Track receipts and process expense reports for supported executives in a timely and accurate manner
• Format and finalize documents for internal and external distribution, ensuring alignment with company standards
• Oversee the printing of marketing collateral, liaising with vendors as needed
• Assist in logistical planning of Annual Investment Summit, as time allows
• Communicate effectively in person, via email, and over the phone with a strong command of English language, grammar, and spelling.
• Manage and prioritize multiple tasks and deadlines effectively
• Assist in various projects and ad hoc requests as needed to support team objectives

Qualifications

Beacon Hill is an equal opportunity employer and individuals with disabilities and / or protected veterans are encouraged to apply.

California residents : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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https : / / jobs.beaconhillstaffing.com / eeoc /

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of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile :

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties / disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting

www.bhsg.com

Benefits Information :

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)