Madison Investments · 2 hours ago
Executive Assistant
Madison, WI
Full-time
Onsite
New Grad, Entry LevelMadison Investments is seeking an Executive Assistant to support their Equity team. The role involves managing calendars, coordinating meetings, and assisting with various administrative tasks to ensure the smooth operation of the team.
AdviceBusiness DevelopmentFinancial ServicesWealth Management
Responsibilities
Maintain calendar for the Head of Mid and Large Cap. Schedule meetings on their behalf, manage travel arrangements and expense reports
Act as point person for correspondence with external and internal parties
Maintain and manage resources for the equity team i.e., subscriptions, databases, research headquarters and pipeline, coverage, et al (tracked in Excel)
Maintain correspondence with portfolio companies and research contacts via letters, thank you notes, greeting cards, etc
Assist in preparation of presentations and meetings, i.e. prepare packets, create slides, gather information and format into charts, note taking, etc
Compile and gather information for various research, marketing, and business items
Act as marketing liaison: Compile and manipulate charts for marketing meetings, create PowerPoint slide decks and track teams’ meetings (date, who was on the call, etc.)
Coordinate team activities, including lunches, events, and awards for the Equity team
Conduct data compilation to assist with research-utilize FactSet and APX to retrieve and arrange information on portfolios and investments
Manage recruitment process: Post jobs on school sites and manage relationships with recruiting departments, help set up interviews and follow up
Publish weekly/monthly/quarterly reports on portfolios
Qualification
Required
Strong organizational skills
Strong communication skills, both verbal and written, with the ability to perform duties independently
Working knowledge of Microsoft suite of products
This position works primarily in an office setting
Preferred
Bachelor's degree preferred but not required
Executive assistant experience preferred
Financial industry experience and/or investment background a plus
Benefits
Health insurance
Profit sharing
401k match
Training
Advancement potential
Cross-functional project opportunities
Company
Madison Investments
Madison Investments helps businesses with investment management, wealth management advisory and business development services.
Founded in 1974
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Henrickson
Chief Financial Officer
Steven Carl
Principal, Chief Distribution Officer, Chairman of the Executive Committee
Recent News
XAI Madison Equity Premium Income Fund
2025-11-07
XAI Madison Equity Premium Income Fund
2025-07-01
2025-03-12
Company data provided by crunchbase