Chief of Staff/Senior EA to the Chairman & Vice Chairman

Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $90 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 165 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.

Role Overview

This is a unique opportunity to serve as a trusted partner to the Chairman and Vice Chairman of a global investment management firm supporting their executive-level needs and goals. The role requires someone who thrives in complexity, exercises sound judgment, anticipates needs before they arise, and can confidently manage competing priorities, different styles, and sensitive financial matters. As Chief of Staff, you will bring judgment, precision, discretion, and continuity to the day-to-day execution of complex professional matters.

Key Responsibilities

• Organize monthly investment meetings, including coordination of communications, attendees, and all associated logistics. Manage and execute expeditiously against any follow ups and provide executive-ready plans to support the outcomes of the meetings as needed
• Maintain close alignment with stakeholders to anticipate upcoming priorities, responsibilities, and commitments
• Own complex scheduling; proactively manage communications, anticipate conflicts, and align priorities
• Serve as a primary point of contact by managing inbound communications, responding to internal and external inquiries, routing calls appropriately, and capturing detailed messages
• Coordinate the administration of investment documentation related to opening, closing, or modifying investments
• Coordinate complex commercial and private travel arrangements and itineraries for business and related travel, including air travel, accommodations, meals, and transportation
• Manage and integrate calendars across professional, personal, and philanthropic commitments; coordinate closely with key stakeholders
• Plan special events, manage projects, and execute time-sensitive or high-priority purchases
• Oversee administrative activities including mail management, outbound mailings, and routing incoming calls and emails
• Coordinate financial, legal, tax, and other sensitive documents and filings
• Manage executive expenses; compile and submit expense reports accurately and in a timely manner
• Manage personal bank accounts, account transfers, tax documentation, and mailings for quarterly filings; liaise extensively with accountants
• Maintain accurate and up-to-date business and personal contact records
• Manage insurance policies and claims submissions for two executives

Ideal Candidate Profile

A successful candidate will be a senior, highly trusted professional with:

• 5 years of experience in a Chief of Staff, senior executive assistant, or comparable role
• Proven experience supporting Chairman-, Vice Chairman-, or C-suite–level leaders in complex environments
• Demonstrated experience managing personal financial matters, banking activity, and confidential documentation
• Background in financial services or investment management strongly preferred
• Exceptional attention to detail and exemplary follow-through
• Executive presence and strong interpersonal skills, with the ability to manage diverse personalities and competing priorities
• High emotional intelligence, discretion, and sound judgment
• Proficiency in standard office productivity tools

Work Environment

This role operates in a hybrid model, with up to three days in the office, with flexibility to increase remote work during weeks when the Chairman and Vice Chairman are not in the office

Salary Range: $150,000 - $165,000 USD Annually

The actual base salary may vary depending on factors, including, but not limited to location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits.

At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position.

Working at Pzena

We are committed to the success and wellbeing of our employees. We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection, pension, and firm contributions to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays, recharging with healthy snacks, and more.

Pzena Investment Management is an affirmative action – equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team.

For a reasonable accommodation request, please contact careers@pzena.com. 

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