What are the responsibilities and job description for the Executive/Personal Assistant with Projects to CEO of Midtown Hedge Fund position at BCL Search?
Our client, a leading investment firm, is seeking a highly skilled and proactive Executive/Personal Assistant to support the Chief Executive Officer (CEO). The ideal candidate will be a true career EA/PA “unicorn” with 7–10 years of experience supporting C-suite executives in financial services — private equity, hedge fund, investment management, or multi-strategy environments strongly preferred. This is a high-visibility role at the center of the firm’s decision-making, balancing both business and personal responsibilities for the CEO. The position is best suited for a strategic, tech-savvy, and highly organized professional who thrives in fast-paced, high-pressure environments, anticipates needs, and executes flawlessly. Role is in office 4x a week in Midtown.
RESPONSIBILITIES:
REQUIREMENTS:
WHY THIS ROLE IS APPEALING:
HOURS:
8:00 AM – 5:30 PM, Monday through Friday. Hybrid structure with minimum 4 days per week in the Midtown office; availability before/after hours as needed with a 24/7 mindset.
SALARY:
Competitive base $175-200K (depending on experience) discretionary bonus 100% employer-paid health, dental, and vision benefits 20 PTO days annually.
#IND1
- Provide comprehensive, high-level support to the CEO across both professional and personal domains with professionalism, discretion, and efficiency.
- Manage an extremely active and complex calendar across multiple time zones; coordinate internal and external meetings with investors, stakeholders, and family members.
- Anticipate needs, spot bottlenecks, and proactively implement solutions that maximize the CEO’s effectiveness.
- Arrange and coordinate complex domestic and international travel, including flights, accommodations, ground transportation, and itineraries.
- Draft, edit, and prepare confidential correspondence, presentations, and briefing materials at an executive-ready level.
- Handle ad hoc and urgent requests with expert judgment and responsiveness, ensuring the CEO can remain focused on high-value work.
- Serve as a liaison across internal teams (finance, HR, legal, investments) and external stakeholders, ensuring seamless communication.
- Leverage AI tools and emerging technologies to streamline workflows, automate tasks, and improve efficiency.
- Manage expense reporting, compliance submissions, and financial document coordination for both professional and personal matters.
- Partner closely with other EAs and firm leaders to align on firm-wide priorities and strategic initiatives.
- Support special projects, research assignments, and high-impact initiatives on behalf of the CEO.
- Mandatory: 7–10 years of experience directly supporting a CEO, Founder, or equivalent C-suite executive within financial services (private equity, hedge fund, investment management, or multi-strategy strongly preferred).
- A career EA/PA mindset — dedicated to administrative excellence, not seeking upward mobility outside the EA/PA track.
- Strong business acumen and comfort working with financial statements and sensitive information.
- Both creative and analytical, with the ability to anticipate needs, solve problems independently, and implement process improvements.
- Tech-savvy: advanced proficiency in Microsoft Office Suite; experience with SaaS workflow tools, enterprise systems, and demonstrated ability to leverage AI for productivity.
- Exceptional written and verbal communication skills with a high level of responsiveness.
- Superior organizational skills, attention to detail, and ability to juggle competing priorities in a high-pressure environment.
- Professionalism, maturity, and sound judgment in handling sensitive and confidential information.
- Bachelor’s degree from a respected U.S. institution preferred.
- Second Brain to the CEO: Act as a true strategic partner, anticipating needs and ensuring the CEO’s time and energy are maximized.
- Exposure & Impact: Work side-by-side with the firm’s most senior leader, gaining insight into top-level decision-making.
- Innovation: Utilize emerging technologies and AI to transform workflows and executive efficiency.
- Prestige & Stability: Join a respected investment platform with a reputation for excellence and long-term success.
- Dynamic Role: Balance professional and personal support in a high-impact, fast-paced environment.
8:00 AM – 5:30 PM, Monday through Friday. Hybrid structure with minimum 4 days per week in the Midtown office; availability before/after hours as needed with a 24/7 mindset.
Competitive base $175-200K (depending on experience) discretionary bonus 100% employer-paid health, dental, and vision benefits 20 PTO days annually.
#IND1
Salary : $7 - $24
