Personal Assistant - J. Katz & Partners : Job Details

Job Title: Personal Assistant

Location: New York, NY

Type: Full-time | Hybrid

About the Company:

Our client is a private investment group based in New York, managing a global, diversified portfolio across various asset classes with a long-term approach. Led by a tight-knit team, the firm collaborates with top-tier external investment managers and entrepreneurs to drive impactful investments worldwide.

The Role:

The firm is seeking an experienced and highly discreet Personal Assistant to provide comprehensive support to 3–4 senior family members within their Family Investment Office. This is a unique opportunity to manage the personal, business, and household affairs of an Ultra-High-Net-Worth (UHNW) family, ensuring seamless day-to-day operations across multiple residences and personal engagements.

Key Responsibilities:

• Provide high-level personal and administrative support to senior family members.
• Manage schedules, appointments, and complex travel arrangements.
• Coordinate meetings, prepare documents, and handle email and correspondence.
• Maintain confidentiality and manage sensitive information with discretion.
• Oversee the daily personal, business, and household operations of the family, ensuring all needs are met efficiently.
• Oversee and maintain the family's art collection, including coordinating with galleries, art handlers, and insurance providers.

Qualifications:

• 8+ years of experience as a Personal Assistant, Chief of Staff, or Personal Executive Assistant, preferably in an investment or financial environment.
• Proven ability to maintain long-term commitments and deliver sustained contributions in previous roles.
• Exceptional organizational and multitasking skills.
• Polished, discreet, and professional demeanor, with the ability to handle sensitive information with absolute confidentiality.
• Proven ability to manage both personal and household responsibilities at the highest level of service.
• Excellent written and verbal communication abilities.
• Strong interpersonal skills and a polished, professional demeanor.
• Proficiency in Microsoft Office and other productivity tools.

Why Join?

• Be part of a respected and dynamic private investment group.
• Take on a role that offers variety, impact, and responsibility.
• Work alongside senior professionals in a supportive and engaging environment.
• Enjoy a competitive compensation and benefits package.