Executive Assistant - North Bridge Staffing Group : Job Details

Position: Executive Assistant

Position Summary: We are seeking a highly organized and resourceful Executive Assistant to provide day-to-day support for the Portfolio Manager (PM) and analyst teams. This individual will be responsible for managing calendars, travel logistics, expenses, and a variety of administrative tasks to ensure the smooth functioning of the investment team.

Key Responsibilities:

• Provide daily support to Portfolio Managers and analyst teams, managing calendars, travel arrangements, expenses, and ad-hoc requests.
• Prepare custom reports and calendar updates for investment team members.
• Track and schedule key events, including non-deal roadshows, conferences, analyst days, and earnings calls.
• Maintain accurate schedules for company earnings dates and organize post-earnings calls.
• Monitor and track key contacts, including brokers, sell-side teams, investor relations, and other critical stakeholders.
• Arrange corporate access, sell-side analyst meetings, management calls, and expert consultations.
• Coordinate and execute meeting logistics for corporate access and sell-side arrangements.
• Handle ad-hoc requests from the Broker Relations team, including managing broker subscriptions and resources.
• Organize conference meetings and confirm schedules in collaboration with the Broker Relations team.
• Regularly review individual calendars to ensure preparedness for meetings and address any conflicts or prioritization needs.
• Process accurate and timely expense reports for the team.
• Manage business travel logistics, including flight bookings, accommodations, and visa processing.
• Work closely with the Compliance team to ensure adherence to company policies.
• Provide support for document management, including financial models, transcriptions, and company presentations.
• Proactively anticipate the logistical needs of the investment team and address action items efficiently.

Qualifications:

• Bachelor's degree required.
• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Proficient in Microsoft Outlook, Word, PowerPoint, and Excel.
• Familiarity with Concur is a plus.
• Ability to adapt to changing priorities and work effectively under pressure.