Executive Assistant / Business Development Coordinator

• Provide direct executive administrative support to the Managing Director and Principal of Strategic Business Development
• Manage high-capacity, multi-time-zone calendars and scheduling workflows with precision and discretion
• Coordinate pre-call briefing materials
• Draft communications on behalf of BD leadership
• Screen and manage phone and email communications
• Handle expense reporting and monthly credit card reconciliation
• Provide back-up support to EA colleagues
• Communicate professionally on behalf of the BD team
• Manage all aspects of domestic and international travel
• Coordinate internal and external meetings end-to-end
• Support planning and execution of BD-related events
• Track and manage workflow across the BD team's key programs
• Maintain full lifecycle tracking for GPN relationships
• Review and audit CRM entries for completeness and accuracy
• Extract and assign next steps from meeting notes into Asana
• Prepare the weekly BD preparation email
• Support preparation reporting material
• Identify opportunities to improve team workflows and document standard operating procedures
• Serve as a power user and internal administrator for CRM and project management platforms
• Build and maintain dashboards and executive summaries
• Manage CRM contact hygiene, executive activity logging, and meeting notes
• Leverage AI-enabled tools as a core part of daily workflow
• Demonstrate curiosity and self-direction in learning new tools

• Minimum 4–6 years of progressive experience in a project coordination, business operations, or executive assistant role, ideally within a financial services, private equity, venture capital, or professional services environment
• Bachelor's degree required
• Demonstrated track record of supporting senior executives with complex, high-volume calendars and multi-stakeholder relationships
• Prior experience communicating directly with C-suite executives, board members, or senior investment professionals
• Demonstrated eye for detail in a context where errors have real consequences
• Proven ability to synthesize information from meetings and conversations into clear, actionable next steps
• Comfortable working with AI-enabled tools as part of daily workflow
• Proficiency with CRM platforms (DealCloud, Salesforce, or comparable)
• project management tools (Asana, Monday.com, or comparable)
• and the full Microsoft Office suite (Outlook, Excel, Word, and PowerPoint)
• Proven ability to manage multiple concurrent workflows with precision, follow-through, and genuine ownership
• Strong written and verbal communication skills
• Naturally at ease with senior executives, confident and warm
• Demonstrated discretion and sound judgment in handling sensitive and confidential information
• Based within reasonable commuting distance to company's New York Midtown office

Prior experience with AI tools is a plus

• Lunch four days a week while in-office, up to $25 per day through Sharebite
• 15 PTO days plus one floater day
• Monthly $100 wellness reimbursement
• Monthly cellphone reimbursement, up to $2,000 per year
• Company-paid benefit premiums: 100% for employees and 90% for spouses/dependents, including medical, vision, and dental coverage
• 401(k) match at 6% with immediate vesting
• FSA and commuter pre-tax benefits
• Strong culture and work/life balance
• Hybrid 4/1 work schedule
• 10 flex WFH days per year
• Discretionary bonus eligibility