Executive Assistant to IR Team

COMPANY: Investment FirmPOSITION: Executive AssistantLOCATION: New York, NY - Hybrid 4:1COMPENSATION: $90-130K DOE + OT eligible + Discretionary Bonus + BenefitsBACHELOR'S DEGREE: RequiredOur client, an investment firm, is seeking a strong Executive Assistant to support 1-2 individuals on the Investor Relations team. The ideal candidate will have previous experience in IR/financial services, have a great attitude, and excellent communication skills. This is a great opportunity to be part of a growing team!Responsibilities of the Executive Assistant: -Manage calendars and coordinate high volume scheduling with internal and external stakeholders, including the Firm's investors (roadshows, due diligence agendas, etc.), noting importance of syncing with Salesforce-Maintain IR Roadshow Tracker along with the other EAs across the IR team-Book domestic and international travel, including itinerary, visa, preparation, etc.-Manage emails and collaborate with reception on organizing conference room logistics-Compile materials and prepare presentations for roadshows and onsite client meetings-Compile receipts and prepare expense reports in a timely manner-Develop understanding of how Salesforce is used - links to meeting scheduling and investor contacts for meetings, reviewing reports as needed-Review Scheduled Meetings Report and other ad hoc reports as needed-Develop relationships and work collaboratively across EAs in investment team and other counterparties-Assist with special ad-hoc projects and events such as the Annual Investor Conference-Back-up other members of the administrative team as needed-Develop understanding of firm / team / fundsRequirements of the Executive Assistant:-Bachelor's degree required-3-5 years experience as an Executive Assistant within financial services-Experience working with Investor Relations teams preferred-Must have strong attention to detail-Excellent communication skills, both written and verbal-Ability to be a team-player -Verification of identity, education, prior employment, and references may be required

Created: 2025-01-15