Overview
A boutique investment firm is hiring for an Executive Assistant to support the Head of Investor Relations and a few members of the IR team. This EA will provide critical leverage across fundraising, LP engagement, and investor communications. Salary commensurate with experience : $140-170k base range + discretionary bonus, 4 weeks’ vacation, fully paid benefits, free meals and 401k match Location:
Midtown East, in office Monday – Thursday (remote Fridays) with 3-4 weeks of “work from anywhere” Hours:
8am-5:30/6pm Responsibilities
Manage complex calendars across time zones, coordinating seamlessly with internal executives, external stakeholders, and investors. Coordinate and manage meeting logistics and prep all materials/presentations Oversee expense tracking and reporting. Manage CRM, meeting documentation, and follow-up tracking. Act as a gatekeeper and liaison across internal stakeholders and external investors to optimize time. Ensure meeting agendas are prepared, follow-ups tracked, and deadlines executed with rigor. Own organization and maintenance of IR collateral and fundraising materials. Support quarterly investor communications, including quarterly letter statistics and distribution support. Oversee collateral management across fundraising cycles and ongoing LP engagement. Track LP administrative changes and investor servicing requests. Support IR hotline responsiveness and routing. Maintain and update CRM records, ensuring institutional-grade investor data integrity. Manage mailing list updates and investor communication segmentation. Support investor account servicing workflows, ensuring responsiveness and accuracy. Assist with email campaigns and investor communications infrastructure. Support website management and IR-facing updates as needed. Coordinate end-to-end execution of all Investor Relations events and external engagement activity. Qualifications
5+ years supporting senior executives in finance - must have experience supporting IR Executives Demonstrated ability to manage complex calendars, investor-facing logistics, and high-stakes external communications. Proficiency in Microsoft Excel and PowerPoint, with the ability to translate complex data into polished, investor-ready materials. Familiarity with CRM systems and investor reporting tools. Please submit your resume to apply!
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A boutique investment firm is hiring for an Executive Assistant to support the Head of Investor Relations and a few members of the IR team. This EA will provide critical leverage across fundraising, LP engagement, and investor communications. Salary commensurate with experience : $140-170k base range + discretionary bonus, 4 weeks’ vacation, fully paid benefits, free meals and 401k match Location:
Midtown East, in office Monday – Thursday (remote Fridays) with 3-4 weeks of “work from anywhere” Hours:
8am-5:30/6pm Responsibilities
Manage complex calendars across time zones, coordinating seamlessly with internal executives, external stakeholders, and investors. Coordinate and manage meeting logistics and prep all materials/presentations Oversee expense tracking and reporting. Manage CRM, meeting documentation, and follow-up tracking. Act as a gatekeeper and liaison across internal stakeholders and external investors to optimize time. Ensure meeting agendas are prepared, follow-ups tracked, and deadlines executed with rigor. Own organization and maintenance of IR collateral and fundraising materials. Support quarterly investor communications, including quarterly letter statistics and distribution support. Oversee collateral management across fundraising cycles and ongoing LP engagement. Track LP administrative changes and investor servicing requests. Support IR hotline responsiveness and routing. Maintain and update CRM records, ensuring institutional-grade investor data integrity. Manage mailing list updates and investor communication segmentation. Support investor account servicing workflows, ensuring responsiveness and accuracy. Assist with email campaigns and investor communications infrastructure. Support website management and IR-facing updates as needed. Coordinate end-to-end execution of all Investor Relations events and external engagement activity. Qualifications
5+ years supporting senior executives in finance - must have experience supporting IR Executives Demonstrated ability to manage complex calendars, investor-facing logistics, and high-stakes external communications. Proficiency in Microsoft Excel and PowerPoint, with the ability to translate complex data into polished, investor-ready materials. Familiarity with CRM systems and investor reporting tools. Please submit your resume to apply!
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