What are the responsibilities and job description for the Executive Assistant to Investment Team position at Northbound Search?
Our client, a market-leading global investment firm, is hiring an Executive Assistant to support senior investment professionals in New York. This role provides high-level administrative and operational support and works closely with a strong EA team in a fast-paced, highly professional environment.This is an excellent opportunity for an experienced EA who thrives in a structured, corporate setting, enjoys working collaboratively, and brings strong attention to detail, discretion, and sound judgment.Please note this position operates on a hybrid schedule, with 3 days in-office per week.Key Responsibilities• Manage complex calendars and scheduling for senior investment professionals, coordinating closely with other Executive Assistants• Coordinate domestic and international travel, including detailed itineraries and logistics• Track, organize, and reconcile expenses with a high level of accuracy• Support data entry, reporting, and document management through internal systems (CRM / SharePoint experience a plus)• Prepare agendas and materials for senior-level meetings, committees, and internal forums• Support senior investment professionals on initiatives related to client service, sales enablement, and operational efficiency• Participate in firmwide process improvement initiatives and best-practice implementation• Assist with vendor coordination and performance tracking (travel, office services, etc.)• Provide backup support to the broader EA team, including executive-level coverage as needed• Handle ad-hoc projects on behalf of senior leadersAbout You• Bachelor's degree required• 5 years of experience supporting senior investment professionals or senior leaders in financial services• Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); CRM experience preferred• Proven experience booking complex, global travel• Highly organized with exceptional attention to detail and follow-through• Polished, professional communicator with strong judgment and discretion• Proactive, adaptable, and comfortable managing shifting priorities• Team-oriented with a “no task too small” mindsetCompensation & Benefits• $135,000–$175,000 total compensation, commensurate with experience• Annual discretionary bonus• Comprehensive medical, dental, and vision coverage• 401(k) with employer contribution• Generous PTO and firm holidays
Salary : $135,000 - $175,000