Executive Assistant to Senior Investment Executives

Job Description

Job Description

Our client, a market-leading global investment firm, is hiring an Executive Assistant to support senior investment professionals in New York. This role provides high-level administrative and operational support and works closely with a strong EA team in a fast-paced, highly professional environment.

This is an excellent opportunity for an experienced EA who thrives in a structured, corporate setting, enjoys working collaboratively, and brings strong attention to detail, discretion, and sound judgment.

Please note this position operates on a hybrid schedule, with 4 days in-office per week.

Key Responsibilities

• Manage complex calendars and scheduling for senior investment professionals, coordinating closely with other Executive Assistants

• Coordinate domestic and international travel, including detailed itineraries and logistics

• Track, organize, and reconcile expenses with a high level of accuracy

• Support data entry, reporting, and document management through internal systems (CRM / SharePoint experience a plus)

• Prepare agendas and materials for senior-level meetings, committees, and internal forums

• Support senior investment professionals on initiatives related to client service, sales enablement, and operational efficiency

• Participate in firmwide process improvement initiatives and best-practice implementation

• Assist with vendor coordination and performance tracking (travel, office services, etc.)

• Provide backup support to the broader EA team, including executive-level coverage as needed

• Handle ad-hoc projects on behalf of senior leaders

About You

• Bachelor's degree required

• 5+ years of experience supporting senior investment professionals or senior leaders in financial services

• Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); CRM experience preferred

• Proven experience booking complex, global travel

• Highly organized with exceptional attention to detail and follow-through

• Polished, professional communicator with strong judgment and discretion

• Proactive, adaptable, and comfortable managing shifting priorities

• Team-oriented with a “no task too small” mindset

Compensation & Benefits

• $130,000-160,000 base salary

• Annual discretionary bonus

• Comprehensive medical, dental, and vision coverage

• 401(k) with employer contribution

• Unlimited PTO + daily lunch stipend