Executive Assistant to IR Team - GLOCAP : Job Details

COMPANY: Investment Firm

POSITION: Executive Assistant

LOCATION: New York, NY - Hybrid 4:1

COMPENSATION: $90-130K DOE + OT eligible + Discretionary Bonus + Benefits

BACHELOR'S DEGREE: Required

Our 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 / funds

Requirements 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