This position is no longer open for applications

Our client is seeking a highly organized, proactive Executive Assistant & Office Manager to support the Founder/CEO of a growing investment management firm while serving as a critical operational partner to the broader team. This is a high-level role that sits at the center of the organization and requires exceptional judgment, discretion, and organizational skills. The ideal candidate is an Executive Assistant who thrives in a small, high-performing environment and enjoys balancing strategic executive support, investor relations coordination, and office leadership responsibilities. Hours are generally 7:45/8:00am–5:15pm with flexibility as needed. The role is fully onsite five days per week.

Key Responsibilities:

• Provide comprehensive Executive Assistant support to the Founder & CEO
• Manage complex professional and personal calendars, scheduling, and prioritization
• Coordinate domestic and international travel arrangements, itineraries, logistics, and transportation
• Facilitate personal financial administration, including investment-related correspondence, tax documentation, insurance matters, and invoice management
• Assist with trustee administration, estate-related activities, and highly confidential personal matters
• Prepare, print, organize, maintain, and archive professional and personal documents, files, and records
• Provide support to the Director of Investor Relations, including scheduling, CRM management, meeting preparation, expense reporting, and fundraising activities
• Produce investor reports, meeting materials, briefing documents, and marketing-related support
• Oversee day-to-day office operations and serve as the primary Office Manager
• Manage office vendors, facilities, technology coordination, building management, supplies, kitchen operations, catering, events, and office services
• Coordinate team events, annual gatherings, and employee experience initiatives

Qualifications:

• Bachelor’s degree required
• 10+ years of Executive Assistant experience supporting senior executives
• Financial services, hedge fund, investment management, private equity, or related professional services experience strongly preferred
• Experience supporting founders, CEOs, CIOs, or senior investment professionals required
• Exceptional written and verbal communication skills
• Strong proofreading and document review experience
• Experience managing confidential personal and business matters with discretion
• Strong Microsoft Office proficiency, particularly Outlook, Word, Excel, and PowerPoint
• Experience with CRM systems, expense platforms, and business management software
• Familiarity with Bloomberg and financial research resources is highly desirable

Compensation/Benefits:

• Up to $200K base salary + discretionary bonus
• 401(k) with employer match
• Medical benefits through Cigna + fully funded HSA contribution by employer + Flexible Spending Account (FSA)
• Generous PTO package
• Commuter benefits + company-issued laptop