Executive Assistant to Chief Financial Officer

Executive Assistant, Office of the CFO

Location: Mid Town, New York City (4 days onsite, 1 day remote)

Compensation: Up to $130,000 Base Bonus

About the Role

A leading NYC-based private credit investment firm is seeking an Executive Assistant to support the Office of the CFO. This is a newly created seat on their administrative team and offers the opportunity to serve as the right hand to a senior finance leader while contributing to broader firmwide initiatives.

You'll primarily support the CFO with complex calendar management, scheduling, travel, and administrative coordination, while also jumping in to assist other senior leaders on the non-investment side of the business. As part of a collaborative five-person administrative team, you'll also contribute to firmwide projects — including coordination of our upcoming annual investor day.

About the Firm

We are a private credit investment firm, providing bespoke financing solutions to mid-size and growing companies throughout North America. We focus on businesses that need growth or transition capital. Our seasoned investment team is known for addressing complex situations expeditiously and providing certainty to close for business owners. Headquartered in New York City with additional offices in located in the US, we have deployed billions of dollars across dozens of middle-market businesses since inception.

Why This Opportunity Stands Out

• Newly created seat — Join as the 5th member of a well-established administrative team
• True business partner role — Administrative professionals are viewed as strategic partners to the leadership team
• Collaborative team dynamic — Work alongside a tight-knit group of 4 EAs/admins who genuinely support one another
• Broad exposure — Support the CFO while working with other senior non-investment leaders across the firm
• High-profile projects — Contribute to major firmwide initiatives like the annual investor day
• Strong compensation — Competitive base plus meaningful bonus

What You'll Do

Executive Support for the CFO

• Manage complex calendars, scheduling, and meeting coordination for the CFO
• Coordinate domestic and international travel arrangements
• Provide comprehensive administrative support including expense management and correspondence
• Prepare and edit documents, presentations, and communications as needed
• Handle confidential matters with discretion and professionalism

Broader Team Support

• Jump in to support other senior leaders on the non-investment side of the business, including IR, operations, and other functional heads
• Coordinate cross-functional meetings and initiatives
• Serve as a key point of contact for internal and external stakeholders

Firmwide Projects & Office Initiatives

• Contribute to major firm initiatives, including coordination and execution of the annual investor day
• Collaborate with the four-person administrative team on ad hoc projects
• Support general office and administrative needs as they arise
• Partner with fellow EAs and admins to ensure seamless coverage and execution across the firm

Qualifications

• 3 years of executive assistant experience
• Financial services experience preferred (private equity, private credit, hedge funds, investment banking, or similar)
• Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Outstanding written and verbal communication skills
• Strong attention to detail and follow-through
• Polished, professional demeanor with the ability to interact confidently with senior executives, investors, and external partners
• Team-oriented mindset with a willingness to collaborate and support colleagues across the admin team
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• High degree of professionalism, discretion, and integrity when handling confidential information
• Self-motivated with a proactive, service-oriented approach

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