Executive Assistant to Head of Investor Relations and Team
Glocap Search, New York, NY, United States
POSITION: Executive Assistant to Head of Investor Relations and Team
LOCATION: Midtown, Manhattan
HOURS: 8am – 6pm (with flexibility and connectivity outside of standard office hours)
OFFICE REQUIREMENTS: 4 days in office (Mon-Thurs), WFH Fridays with flexibility to go in as needed
COMPENSATION: Up to $150K base + discretionary bonus + benefits + breakfast and lunch
BACHELOR'S DEGREE REQUIRED: Preferred
Our client, an established investment firm, is seeking a highly skilled career Executive Assistant to support the Head of Investor Relations. This is a unique opportunity to sit at the center of a fast-paced, high-performing team. The ideal candidate is proactive, highly organized, and capable of acting as a true strategic partner to senior leadership. This role requires someone who can anticipate needs, coordinate complex investor-facing workflows, and ensure that Investor Relations at the firm operates with precision, professionalism, and institutional quality.
Responsibilities of the Executive Assistant to Head of Investor Relations and Team
Provide high-touch administrative and execution support to the Head of Investor Relations, including daily prioritization, scheduling, and workflow management.
Investor calls and meeting scheduling
Internal calls and meeting scheduling
Call and meeting notes, action items, and follow-ups
Investor briefing notes and preparation materials
Travel and accommodation for offsite meetings
Partner with the CIO and Head of Investor Relations to maximize meeting density, preparation, and follow-through during high-impact travel and fundraising periods.
Act as a gatekeeper and liaison across internal stakeholders and external investors to optimize senior leadership time.
Ensure meeting agendas are prepared, follow-ups tracked, and deadlines executed with rigor.
Support the overall success of Investor Relations by ensuring every investor interaction is coordinated seamlessly and executed at an institutional standard.
Own organization and maintenance of IR collateral and fundraising materials, ensuring accuracy, polish, and version control.
Coordinate preparation and distribution of bespoke investor materials for meetings and follow-ups.
Manage data room workflows, including uploads, diligence requests, and document organization.
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.
Assist with LinkedIn management and external IR presence coordination.
Coordinate end-to-end execution of all Investor Relations events and external engagement activity, including:
Roadshows and fundraising travel
Investor conferences and meeting programs
LPAC dinners and investor-hosted events
Annual General Meeting (AGM) and virtual AGM planning
Miscellaneous LP and prospect events
Manage logistics, scheduling, and materials preparation to ensure all events are executed seamlessly and reflect institutional quality.
Ensure senior leadership is fully supported before, during, and after events, with tight follow-through and organized documentation.
Manage complex calendars across time zones, coordinating seamlessly with internal executives, external stakeholders, and investors.
Support the Head of IR’s calendar coordination and sales pipeline scheduling as needed.
Oversee expense tracking and reporting for IR leadership.
Manage CRM hygiene, meeting documentation, and follow-up cadence tracking.
Handle ad hoc personal requests with discretion and professionalism.
Requirements of the Executive Assistant to Head of Investor Relations and Team
5–8+ years supporting senior executives, ideally within asset management, Investor Relations, or financial services.
Demonstrated ability to manage complex calendars, investor-facing logistics, and high-stakes external communications.
Career administrative professional mindset with commitment to excellence in the EA craft.
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 such as DealCloud and Andouin.
Verifications of identity, education, prior employment, and references may be required
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LOCATION: Midtown, Manhattan
HOURS: 8am – 6pm (with flexibility and connectivity outside of standard office hours)
OFFICE REQUIREMENTS: 4 days in office (Mon-Thurs), WFH Fridays with flexibility to go in as needed
COMPENSATION: Up to $150K base + discretionary bonus + benefits + breakfast and lunch
BACHELOR'S DEGREE REQUIRED: Preferred
Our client, an established investment firm, is seeking a highly skilled career Executive Assistant to support the Head of Investor Relations. This is a unique opportunity to sit at the center of a fast-paced, high-performing team. The ideal candidate is proactive, highly organized, and capable of acting as a true strategic partner to senior leadership. This role requires someone who can anticipate needs, coordinate complex investor-facing workflows, and ensure that Investor Relations at the firm operates with precision, professionalism, and institutional quality.
Responsibilities of the Executive Assistant to Head of Investor Relations and Team
Provide high-touch administrative and execution support to the Head of Investor Relations, including daily prioritization, scheduling, and workflow management.
Investor calls and meeting scheduling
Internal calls and meeting scheduling
Call and meeting notes, action items, and follow-ups
Investor briefing notes and preparation materials
Travel and accommodation for offsite meetings
Partner with the CIO and Head of Investor Relations to maximize meeting density, preparation, and follow-through during high-impact travel and fundraising periods.
Act as a gatekeeper and liaison across internal stakeholders and external investors to optimize senior leadership time.
Ensure meeting agendas are prepared, follow-ups tracked, and deadlines executed with rigor.
Support the overall success of Investor Relations by ensuring every investor interaction is coordinated seamlessly and executed at an institutional standard.
Own organization and maintenance of IR collateral and fundraising materials, ensuring accuracy, polish, and version control.
Coordinate preparation and distribution of bespoke investor materials for meetings and follow-ups.
Manage data room workflows, including uploads, diligence requests, and document organization.
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.
Assist with LinkedIn management and external IR presence coordination.
Coordinate end-to-end execution of all Investor Relations events and external engagement activity, including:
Roadshows and fundraising travel
Investor conferences and meeting programs
LPAC dinners and investor-hosted events
Annual General Meeting (AGM) and virtual AGM planning
Miscellaneous LP and prospect events
Manage logistics, scheduling, and materials preparation to ensure all events are executed seamlessly and reflect institutional quality.
Ensure senior leadership is fully supported before, during, and after events, with tight follow-through and organized documentation.
Manage complex calendars across time zones, coordinating seamlessly with internal executives, external stakeholders, and investors.
Support the Head of IR’s calendar coordination and sales pipeline scheduling as needed.
Oversee expense tracking and reporting for IR leadership.
Manage CRM hygiene, meeting documentation, and follow-up cadence tracking.
Handle ad hoc personal requests with discretion and professionalism.
Requirements of the Executive Assistant to Head of Investor Relations and Team
5–8+ years supporting senior executives, ideally within asset management, Investor Relations, or financial services.
Demonstrated ability to manage complex calendars, investor-facing logistics, and high-stakes external communications.
Career administrative professional mindset with commitment to excellence in the EA craft.
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 such as DealCloud and Andouin.
Verifications of identity, education, prior employment, and references may be required
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