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Executive Assistant, Investor Relations

United States, New York 90000.00 - 120000.00 USD / Year · Job Posted March 21, 2026
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Job Description

Well-known and highly respected billion-dollar global investment management firm is seeking a new Full-Time/Permanent Executive Assistant to support its Investor Relations team in NYC. This role sits within a fast-paced Investor Relations group, supporting a team that works closely with institutional investors around the world. This individual will play a critical role in maintaining seamless operations, coordinating investor communications, managing complex scheduling, and supporting large-scale investor events and roadshows.

Job Responsibility

  • Provide comprehensive executive administrative and client-facing support to the Investor Relations team
  • Manage complex calendars across multiple time zones and coordinate internal and external meetings
  • Serve as a point of contact for investor scheduling and communications
  • Prepare and coordinate materials for meetings, calls, and follow-ups
  • Coordinate conference room logistics, catering, and meeting setup
  • Maintain and update team conference calendars
  • Coordinate travel arrangements, itineraries, and event registrations for team members
  • Prepare and reconcile expense reports
  • Provide backup phone coverage and support other administrative staff as needed
  • Assist with special projects and team initiatives
  • Maintain and update the firm’s CRM database system, including client contact records and distribution lists
  • Track and input meeting details and investor interactions
  • Assist with investor inquiries and administrative requests
  • Support preparation of due diligence questionnaires and other investor materials
  • Process and manage access requests for the firm’s secure data-sharing platform
  • Help coordinate quarterly investor meetings, conferences, and global roadshows

Requirements

  • Minimum 2–4+ years of experience as an Executive Assistant or Administrative Assistant, ideally working within financial services
  • Prior client service or investor-facing experience preferred
  • Bachelor’s degree required
  • Exceptional attention to detail and strong organizational skills
  • Excellent written and verbal communication abilities
  • Ability to manage multiple priorities and work effectively under pressure
  • Professional demeanor when interacting with senior executives and external investors
  • Demonstrated discretion and ability to handle confidential information
  • Highly collaborative team player with a proactive mindset
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Experience with CRM systems (Backstop or similar) a plus

Nice to have

  • Prior client service or investor-facing experience
  • Experience with CRM systems (Backstop or similar)

What we offer

  • Discretionary bonus eligibility
  • AMAZING, comprehensive benefits – medical/dental/vision/etc.
  • complimentary breakfast & lunch
  • on-site gym access

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