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Executive Assistant to Senior Investment Professionals

Northbound Executive Search
York, NY Full Time
POSTED ON 4/9/2026 CLOSED ON 4/17/2026

What are the responsibilities and job description for the Executive Assistant to Senior Investment Professionals position at Northbound Executive Search?

We are partnering with a prestigious private equity firm to identify a poised and highly capable Executive Assistant to support Senior Investment Professionals. This role offers significant visibility within an investor-facing function and requires someone who thrives in a fast-paced, high-performance environment. The ideal candidate will be proactive, adaptable, and committed to delivering exceptional support to senior investment professionals.


Position Summary

The Executive Assistant will serve as a strategic and operational partner to the Investment team, streamlining daily workflows, managing complex priorities, and supporting key investor-related activities. This individual must demonstrate sound judgment, strong communication skills, and the ability to remain composed in a fast-moving, dynamic environment.


Key Responsibilities

  • Provide refined administrative support to senior members of the Investment team
  • Manage intricate calendars, coordinate internal/external meetings, and maintain clear communication across stakeholders
  • Draft, edit, and format investor materials, briefing documents, and follow-up communications; ensure CRM records are accurate and up to date
  • Assist with planning and execution of investor events, including AGMs, roadshows, conference agendas, and fundraising initiatives
  • Build and maintain strong relationships with investors, portfolio company executives, and internal teams
  • Coordinate detailed domestic and international travel logistics and process related expenses
  • Anticipate needs, safeguard sensitive information, and ensure smooth day-to-day operations


Qualifications

  • Minimum 5 years of executive support experience within private equity, investment banking, asset management, or investor relations
  • Strong understanding of investor expectations and the pace of a transaction-driven environment
  • Exceptional organizational skills and the ability to manage competing priorities
  • Excellent written and verbal communication abilities; comfortable interfacing with senior stakeholders
  • Demonstrated ability to work effectively under pressure and manage multiple deadlines
  • Advanced proficiency in Microsoft Office; CRM experience (Salesforce or similar) preferred
  • Highly proactive, resourceful, and collaborative team player


Compensation & Benefits

  • Total compensation range: $120,000–$175,000
  • Annual discretionary bonus
  • Comprehensive medical, dental, and vision coverage
  • Opportunity to work closely with a high-impact investment team
  • Long-term career growth within a top-tier private equity organization

Salary : $120,000 - $175,000

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