Executive Assistant - Investment Team


: $116,385.00 - $99,450.00 /year *

Employment Type

: Full-Time


: Administrative/Clerical

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Executive Assistant to Investment Team
Our client is looking for an experienced Executive Assistant to provide support to the Investment Team as it pertains to scheduling meetings, preparing and distributing meeting materials, arranging travel, and running high level reports and managing data. Employment at this firm includes great benefits such as yearly bonus, healthcare, and lunch. Our client is looking for a professional that is friendly, with high energy and an ownership mentality. Responsibilities Include:
Coordinate meetings between internal and external clients and vendors including scheduling, arranging catering, and developing meeting agendas Coordinate Executives' travel and event plans Frequent communication and coordination with investors as well as the other EAs and Investment team Organize and file documents, create copies, set up binders and document filing systems Distribute reports, such as monthly financial statements or quarterly forecasts to building managers Coordinate complex domestic and international travel arrangements which include flights, car service, dinner reservations, colleague and client meetings etc. Streamline large scale data for various reports Work with data providers through trial and onboarding with the ability to provide analysis to the investment team Resolve administrative issues autonomously Handle confidential and sensitive information Other reasonably related duties as assigned
Requirements Include:
Minimum 5 years of experience Well versed and knowledgeable in the Private Equity and investment space Salesforce highly preferred CRM experience required Bachelors degree required Concur highly preferred
Northbound Executive Search offers a genuine and proactive approach to recruiting. We provide permanent and consulting services for companies looking to hire professionals in the NYC metro region, and have been consistently recognized as the premier recruitment firm servicing the Private Equity, Hedge Fund, Asset Management, Investment Banking, Trading, Brokerage and Real Estate industries. * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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