Executive/Personal Assistant

We are a boutique management advisory firm focused on helping private equity clients achieve value via acquisition diligence and portfolio company optimization. We work closely with investment teams and their portfolio company executives at granular levels to provide thoughtful and in-depth functional and sector expertise.

We are seeking an experienced, energetic, and positive Executive / Personal Assistant to provide comprehensive support to our Managing Partner (“MP”). In your role, you’ll help optimize our MP’s effectiveness and efficiency across all aspects of his work and personal life. This opportunity is ideal for a driven, proactive, and highly organized individual who can anticipate and prioritize the needs of a fast-paced, high-level leader. If you thrive by providing stability in an ever-changing, dynamic environment, we’d love to speak with you.

Duties & Responsibilities

• Own and drive the MP’s schedule, meetings/appointments, personal commitments, and travel arrangements.
• Review, prioritize, direct and delegate a wide variety of complex and confidential requests that are presented for consideration.
• Coordinate the MP’s end-to-end travel needs, inclusive of booking travel, hotels, ground transportation, directions, and commute time.
• Act as a liaison between the MP and internal departments/external stakeholders, facilitating the scheduling process with friendly professionalism and timely, effective communication.
• Prepare correspondence, reports, and presentation slides on behalf of the MP, including correspondence with investors, clients, and partners.
• Participate in internal and client and prospect-facing meetings to capture and prioritize action items and to ensure appropriate follow-up.
• Execute a variety of administrative tasks for the larger executive team, including taking meeting notes, proof reading, preparing expense reimbursements, tracking budget expenses, and preparing time sheets.
• Manage logistics – ordering and restocking supplies, liaising with building maintenance and cleaning staff, ensuring a professional office environment.
• Assist with personal errands and tasks.

Skills & Specifications

• Vault-like ability to maintain confidentiality and discretion when handling tasks.
• Mastery of calendar management, specifically utilizing Microsoft Outlook.
• Highly organized, with exceptional time management skills and ability to prioritize multiple conflicting obligations.
• Strong verbal and written communication skills.
• Intuition necessary to transition from responsive support to proactive contributions and ownership for administrative tasks; ability to work independently.
• Tech-savvy; ability to quickly learn new software and leverage technology to streamline tasks and solve problems efficiently.
• Flexibility to function well in a fast-paced environment; Occasional evening and weekend work will be required.
• Ability to navigate multiple personalities and assist in an environment that is often demanding or vague.
• Technical proficiency with Windows applications and MS Office including Word, PowerPoint, Excel, and Outlook, as well as Apple mobile products including iOS, iPhone, and iPad.

Education & Qualifications

• A minimum of 3 years’ experience as an Executive and/or Personal Assistant in a private equity, Management consulting, financial services, or similar corporate setting, handling both professional and personal tasks.
• Undergraduate degree preferred but not required
• Able to withstand deep background, credit, and reference checks.

Work Environment: On Site in Southlake, Texas

Job Types: Full-time, Part-time, Contract, Temporary

Application Question(s):

• Please provide a link to your LinkedIn profile
• Please list the investment bank, private equity firm, accounting firm and/or management consultancy where you gained this experience
• This hybrid position is in office four days per week. Are you currently located in the Dallas-Fort Worth Metroplex within daily commuting distance of Westlake?

Experience:

• investment banking, private equity, accounting firm: 1 year (Required)

Work Location: In person