Executive Assistant - Investment Team

Our client, a boutique hedge fund, is seeking an experienced financial services Executive Assistant to support their Investment Team in their NYC office! This is a newly created role with a very manageable workload supporting around 6 professionals. The ideal candidate is bright, hard working and is seeking a dynamic, fast – paced environment!

2 – 7 years of financial services experience in an administrative role required.

Concur experience a plus!

5 days onsite

Midtown, NYC

Hours: 8:30am – 5:30pm, flexibility as needed

Compensation: $90 – 115k base range DOE disc bonus

Responsibilities include, but are not limited to:

• Scheduling and Calendar Management: Coordinate and maintain complex calendars, schedule meetings, appointments, and conference calls across multiple time zones while ensuring minimal scheduling conflicts.
• International and Domestic Travel Arrangements: Plan and book flights, accommodations, ground transportation, and itineraries for both domestic and international travel, ensuring a seamless travel experience. Handle visa applications, travel insurance, and any necessary documentation.
• Expense Reports: Track, reconcile, and submit expense reports in a timely manner, ensuring compliance with company policies and accuracy in financial documentation.
• Phone and Email Correspondence: Manage incoming and outgoing calls and emails, prioritize messages, respond on behalf of the executive when appropriate, and maintain a high level of professionalism in communication.
• Meeting Preparation: Organize and prepare materials for meetings, including agendas, presentations, and reports. Take detailed meeting minutes and follow up on action items to ensure completion.

Key Qualifications:

• 2 – 7 years of financial experience required
• BA Degree preferred
• Strong Organizational and Time Management Skills – Ability to prioritize tasks, manage multiple deadlines, and coordinate schedules efficiently.
• Excellent Communication Skills – Strong verbal and written communication abilities to interact professionally with executives, clients, and stakeholders.
• Proficiency in Office Software and Tools – Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Google Workspace, and scheduling software.
• Attention to Detail and Problem-Solving Skills – Ability to anticipate needs, identify potential issues, and implement effective solutions.
• Discretion and Confidentiality – Experience handling sensitive information with professionalism and maintaining confidentiality at all times.

Please submit your resume for immediate consideration.

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.