Executive Assistant

Position Title: Executive Assistant, Global EquitiesRole Overview:This position involves providing comprehensive administrative and organizational support to Portfolio Managers and their teams.Key Responsibilities:Support approximately two teams, consisting of around 10 investment professionals.Organize and coordinate a high volume of internal and external meetings.Build relationships with broker sales teams to facilitate effective meeting scheduling.Oversee calendar management, including conflict resolution and preparation for meetings (e.g., travel arrangements).Document meeting details in relevant databases.Gather and organize research reports, financial models, and corporate filings (e.g., quarterly and annual reports).Arrange travel logistics such as flights, hotels, and ground transportation for the teams.Process and manage expense reports for Portfolio Managers and team members.Collaborate with operational teams to plan new hire training schedules and oversee onboarding.Develop a foundational understanding of various industries (e.g., energy, industrials, financials, consumer, technology, media, and telecommunications) to enhance team support.Learn about the company's technology infrastructure, investment philosophy, and risk management framework.Attend and contribute to weekly business meetings with the teams.Skills and Qualifications:Education: Bachelor's degree with a minimum GPA of 3.0.Experience: At least 3-5 years of administrative experience, preferably in financial services or equities investments.Technical Skills: Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.Time Management: Skilled at managing multiple tasks and competing priorities effectively.Detail Orientation: Exceptional organizational skills with strong attention to detail.Professionalism: Discreet and capable of handling sensitive information with professionalism.Interpersonal Skills: Mature, personable, and able to interact with peers and senior executives confidently.Problem-Solving: Resourceful and adaptable, with a collaborative mindset to assist team members as needed.Communication: Strong written and verbal communication skills with excellent grammar.Growth-Oriented: A self-motivated individual eager to take on increasing responsibilities over time.Additional Information:The ideal candidate is a proactive self-starter capable of thriving in a dynamic, fast-paced environment. They should be detail-oriented, intuitive, and trustworthy, with a strong sense of ownership for their work. This role requires working independently on various projects with minimal supervision while maintaining excellent follow-through and professionalism.Compensation: In accordance with the NYS Pay Transparency Law, the base salary range for this role is $90,000 to $120,000, with eligibility for overtime. Additional forms of compensation and benefits are not included in the base salary.

Created: 2025-01-19