Job Description
Job Description
Job Title: Executive Assistant to Vice President & Chief Investment Officer
Location: Chicago, IL (Hybrid – 2 days onsite)
Industry: Financial Services
Compensation: $75,000 - $80,000
Work Schedule: 9 AM to 5 PM, 35 hours per week
Benefits: This position is eligible for medical, dental, vision, and 401(k).
About Our Client:
Our client is a mission-driven organization focused on meaningful social impact and innovative solutions to major global and local challenges. They value professionals who are proactive, collaborative, and committed to supporting leadership in a fast-paced, strategic environment.
Job Description:
The Executive Assistant will provide high-level administrative and project management support to the Vice President and Chief Investment Officer (CIO). This role ensures smooth operation of the Investment Office by managing calendars, preparing reports and materials, coordinating internal and external communications, and leading special projects. The Executive Assistant acts as a liaison between the CIO, internal teams, and external stakeholders, maintaining professionalism and discretion at all times.
Key Responsibilities:
- Manage complex calendar scheduling, meeting preparation, and priority alignment for the VP and CIO.
- Serve as primary contact for CIO communications, preparing summaries and background materials for meetings.
- Coordinate domestic and international travel arrangements; support on-site meetings and events.
- Draft and review communications, presentations, and reports with attention to accuracy and professionalism.
- Lead production of Investment Committee and board meeting materials, including agenda creation, logistics, quality control, minutes, and action-item tracking.
- Manage cross-functional projects, ensuring timelines are met and stakeholders are informed.
- Support day-to-day Investment Office operations, including workflow management, departmental calendars, budget tracking, and expense approvals.
- Coordinate meetings and events using AV/Zoom/Teams and maintain follow-up actions.
- Participate in special projects and professional development opportunities as assigned.
Qualifications:
- Bachelor’s degree or equivalent experience with 6+ years supporting senior executives and/or leading complex projects.
- Experience in financial services, investments, or related fields preferred; knowledge of financial concepts and investment reporting a plus.
- Strong project management skills; able to scope initiatives, coordinate cross-functional teams, and meet deadlines.
- Exceptional writing, editing, and presentation abilities.
- High discretion and professionalism; comfortable interacting with executives, trustees, and external partners.
- Advanced Microsoft Office skills (Outlook, Excel, PowerPoint); virtual meeting proficiency.
- Meticulous, proactive, and able to manage multiple priorities independently.
Additional Details:
- Hybrid position, 2 to 3 days onsite
- Direct hire opportunity
Perks:
- Flexible work schedule within core hours.
- Opportunity to support senior leadership in a mission-driven environment.
- Exposure to high-level investment and strategic operations.
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
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