Executive Assistant

Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $75 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995.

Our team of over 160 employees is mostly based in our headquarters in Manhattan and we have additional offices in London, Dublin and Melbourne. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us. At Pzena, we invest in your career and have a strong track record of internal mobility.

Executive Assistant (~50%)

Pzena Investment Management

• Manage expenses, compile, and submit expense reports in a timely manner
• Cover telephones to respond to internal and external inquiries, properly route calls, and take detailed messages for executives
• Manage scheduling and calendaring; proactively calendar communications
• Coordinate complex travel arrangement and itineraries for business and personal trips (e.g. air travel, accommodations, meals, and transportation)

ValueQuest

• Organize one to two investment meetings per month (e.g., meals, communication, attendees, and other logistics as necessary)
• Manage and maintain facilities needs
• Coordinate the administration of investment documents for opening, closing, or changing investments
• Coordinate financial, legal, tax or other documents and filings
• Administrative duties, include but are not limited to, sorting incoming mail, do outbound mailing, fax and manage/route incoming calls and emails

Personal Assistant (~50%)

• Manage calendars for personal commitments, coordinate with family on meetings, engagements, personal appointments, and philanthropic activities
• Work closely and often with family members to stay abreast of upcoming commitments, responsibilities, and priorities
• Proactively organize various estate logistics with property staff; coordinate payment of property staff
• Manage private plane servicing and maintenance, payments, and trip requests
• Manage personal bank accounts, account transfers, tax documentation and mailings for quarterly filings and communicate heavily with accountant
• Assist in the administrative operations (scheduling, bank transfers, guest management, etc.) of any collective business ventures of Executive Committee members
• Plan special events, manage projects, and make miscellaneous purchases as needed
• Manage insurance and claim submissions for two executives and their families
• Maintain business and personal contacts

Qualifications:

• Bachelor’s degree preferred or relevant work experience
• 2-6 years of experience in being an Executive Assistant, Business Manager, Program Manager, or related function
• Experience supporting C-level suite in the financial services and/or investment management industry preferred
• Must have very strong attention to detail and exemplary follow up skills
• Executive Presence and strong interpersonal skills
• Experience working with Microsoft Excel
• Prior budgeting experience preferred