Executive Assistant to Managing Partner

Executive Assistant to Senior Investment Professionals

Our client is looking for an experienced Executive Assistant to support a Managing Partner and 2 MD's at a highly respected investment management firm in Midtown Manhattan.

This is an outstanding opportunity to join a collaborative, high-performing organization where executive assistants are viewed as trusted business partners. The ideal candidate thrives in a fast-paced environment, enjoys anticipating needs, and is passionate about delivering exceptional support while building strong relationships across the organization.

The position follows a hybrid schedule with four days in the office and one remote day each week, with occasional flexibility to come into the office on remote days for client meetings or special events.

Responsibilities

• Manage complex and ever-changing calendars across multiple timezones
• Coordinate extensive domestic and international travel, including detailed itineraries, accommodations, ground transportation, visas, and travel logistics
• Proactively anticipate travel requirements and identify potential scheduling conflicts before they arise
• Prepare and submit monthly expense reports through Concur
• Serve as a trusted gatekeeper by managing priorities and ensuring timely follow-up on action items
• Coordinate meetings, conference calls, and video conferences with internal and external stakeholders
• Prepare presentations, reports, and meeting materials
• Provide occasional personal support, including reservations, errands, calendar reminders, and other administrative requests
• Assist with planning team lunches, client meetings, and office events
• Partner with the administrative team on firmwide initiatives, employee events, and special projects
• Continuously identify opportunities to improve processes and enhance executive support

Qualifications

• 3–5 years of Executive Assistant or Administrative Assistant experience supporting senior executives in a fast-paced environment
• Financial services experience preferred; candidates from consulting, technology, legal, or other professional services environments are also encouraged to apply
• Exceptional organizational skills with the ability to manage competing priorities
• Strong attention to detail and outstanding follow-through
• Professional, polished, and highly discreet with confidential information
• Excellent written and verbal communication skills
• Proactive, resourceful, and solutions-oriented with the ability to anticipate needs
• Strong proficiency in Microsoft Office, Outlook, Teams, andZoom
• Experience with expense management platforms such as Concur and coordinating complex travel is highly preferred

Comfortable leveraging emerging technologies and AI tools to improve productivity and administrative efficiency

Why This Opportunity?

• Join a well-established, growing investment firm with a collaborative and team-oriented culture
• Support approachable, highly respected senior leaders who value strong partnerships with their administrative team
• Hybrid work schedule with predictable hours and excellent work-life balance
• Competitive compensation, discretionary bonus, and outstanding benefits
• Long-term career opportunity with a stable, high-performing organization

If you're a polished, proactive Executive Assistant looking to make an impact while supporting senior investment professionals in a collaborative environment, we'd love to hear from you.

You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.