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Executive Assistant - Investment Management - NYC

J. Katz & Partners, Inc

Job Description

Our client, a leading global investment management firm, is hiring an Executive Assistant in New York to support 3 to 4 Partners / Managing Directors.

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This is a high-level seat with complex calendars, heavy meeting volume, and regular domestic and international travel. You would work directly with the Partners you support while collaborating with a stable, collegial administrative team.

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The group is established with longstanding client and investor relationships, a professional and collaborative culture, and real access to principals. Strong tenure on both the investment and admin side.

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Key focus:

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  • Manage complex, high-volume calendars, anticipate conflicts, and keep priorities moving
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  • Monitor and prioritize communications across email, calls, and correspondence
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  • Draft, proofread, and finalize correspondence, presentations, and business materials
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  • Coordinate meetings and executive events, including materials, technology, and follow-up
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  • Arrange detailed domestic and international travel, itineraries, and expense reports
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  • Liaise with clients, investors, and guests with polish and discretion
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  • Provide coverage for colleagues and assist visiting executives as needed
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Background:

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  • Minimum three years supporting senior executives in a financial institution, in a fast-paced professional environment
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  • Strong organization, judgment, and discretion with confidential information
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  • Excellent written and verbal communication, high attention to detail
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  • Advanced Outlook, Word, Excel, and PowerPoint, able to build clean presentations and materials
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  • Proactive, resourceful, service-oriented, able to work independently and as part of an admin team
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  • Bachelor's degree preferred
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Vacancy posted 11 days ago
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