What are the responsibilities and job description for the Executive Assistant / Investor Relations at Investment Firm (Hybrid) position at BCL Search?
Our client, an established investment firm based in New York City, is seeking an experienced Executive Assistant to support a senior executive and broader team. This is a fast-paced role combining traditional executive support with Investor Relations assistance and relationship management. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing a high volume of competing priorities while working closely with senior executives, external stakeholders, and internal teams.
RESPONSIBILITIES:
- Provide high-level administrative support to an executive and broader team
- Manage complex calendars and coordinate internal and external meetings
- Coordinate complex domestic and international travel, accommodations, and logistics for meetings and conferences
- Manage and maintain the CRM platform, including updates, meeting tracking, reporting, and other relevant information
- Support Investor Relations initiatives, including organizing and maintaining materials and documentation
- Coordinate external events, including preparation and follow-up
- Process expenses
- Collaborate with senior executives, external stakeholders, and internal teams
- Handle highly confidential and sensitive information with discretion
- Assist with ongoing additional administrative needs and special projects
REQUIREMENTS:
- 7-10 years of prior executive administrative experience — within an investment environment or similarly fast-paced professional setting is a plus
- Proficiency in Microsoft Office Suite, particularly Outlook
- Experience working with CRM platforms preferred
- Proven ability to manage a high volume of concurrent requests in a fast-paced environment while maintaining strong attention to detail
- Proactive and resourceful, with the ability to anticipate needs, and take initiative
- Strong written and verbal communication skills
- Comfortable learning and adopting new technology and tools to improve efficiency
- Collaborative, positive, can-do attitude with a high level of responsiveness and commitment
- Bachelor’s Degree or equivalent
SALARY:
$125–180K DOE Discretionary Bonus Benefits
HOURS:
9:00/9:30am–6:00/6:30pm (DOE) Flexibility as needed
Hybrid schedule