Northbound Executive Search · 1 week ago
Executive Assistant to Investment Team
New York, NY
Full-time
Hybrid
Mid, Senior Level
$135K/yr - $175K/yr
5+ years expNorthbound Executive Search is seeking an Executive Assistant to support senior investment professionals at a market-leading global investment firm in New York. This role involves providing high-level administrative support, managing complex calendars, coordinating travel, and assisting with various operational tasks in a fast-paced environment.
RecruitingStaffing Agency
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
Qualification
Required
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)
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
Preferred
CRM experience preferred
Benefits
Annual discretionary bonus
Comprehensive medical, dental, and vision coverage
401(k) with employer contribution
Generous PTO and firm holidays
Company
Northbound Executive Search
Northbound Executive Search provides Permanent & Temporary recruitment services to companies looking to hire high-performing professionals.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2022-01-25Acquired
Leadership Team
Dean Patane
Partner
Greg Feder
Founder, Managing Partner
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