Executive Assistant – Investment Management

• Provide executive support to the CEO and C-Suite leaders, while overseeing day-to-day office operations
• Manage complex calendars, meetings, and domestic and international travel
• Prepare and manage executive correspondence, presentations, and briefing materials
• Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics
• Track priorities and ensure timely follow-through on action items
• Oversee office operations, including vendor management (IT, facilities, supplies, security), onboarding support, and workspace logistics
• Serve as the primary point of contact for office needs and a trusted liaison for internal and external stakeholders
• Handle confidential information with discretion and support special projects as needed
• Perform additional responsibilities as needed

• Bachelor's degree (required)
• 5-8+ years of executive, administrative, and office assistant experience in investment management, financial services, or related professional services
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, and Outlook)
• Fluency in English and Spanish, with the ability to communicate professionally in both written and verbal contexts (preferred, but not required)
• Strong organizational, time management, and prioritization skills
• High degree of professionalism, discretion, and sound judgement
• Exceptional follow-through skills with strong attention to detail

Fluency in English and Spanish, with the ability to communicate professionally in both written and verbal contexts