Apply on Employer Site

Pzena Investment Management · 1 day ago

Executive Assistant

New York, NY

Full-time

Hybrid

Mid, Senior Level

2+ years exp

Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $80 billion in global equity assets. The Executive Assistant will manage expenses, coordinate travel arrangements, and support both business and personal commitments for executives, ensuring effective communication and organization within the firm.

FinanceFinancial Services

Culture & Values

No H1B

Responsibilities

Manage expenses, compile, and submit expense reports in a timely manner

Cover telephones to respond to internal and external inquiries, properly route calls, and take detailed messages for executives

Manage scheduling and calendaring; proactively calendar communications

Coordinate complex travel arrangement and itineraries for business and personal trips (e.g. air travel, accommodations, meals, and transportation)

Organize one to two investment meetings per month (e.g., meals, communication, attendees, and other logistics as necessary)

Manage and maintain facilities needs

Coordinate the administration of investment documents for opening, closing, or changing investments

Coordinate financial, legal, tax or other documents and filings

Administrative duties, include but are not limited to, sorting incoming mail, do outbound mailing, fax and manage/route incoming calls and emails

Manage calendars for personal commitments, coordinate with family on meetings, engagements, personal appointments, and philanthropic activities

Work closely and often with family members to stay abreast of upcoming commitments, responsibilities, and priorities

Proactively organize various estate logistics with property staff; coordinate payment of property staff

Manage private plane servicing and maintenance, payments, and trip requests

Manage personal bank accounts, account transfers, tax documentation and mailings for quarterly filings and communicate heavily with accountant

Assist in the administrative operations (scheduling, bank transfers, guest management, etc.) of any collective business ventures of Executive Committee members

Plan special events, manage projects, and make miscellaneous purchases as needed

Manage insurance and claim submissions for two executives and their families

Maintain business and personal contacts

Duties, responsibilities and activities may change at any time