Executive Assistant, Capital Development & Investor Relations

Faropoint

$90K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years as an Executive Assistant for C-level executives or senior leadership
  • Bachelor's degree preferred
  • Background in financial services, private equity, real estate investment, or investor relations
  • Proficiency in Salesforce CRM (data entry, report generation, dashboard management)
  • Advanced skills in Microsoft Office (Outlook, Word, Excel, PowerPoint)

Responsibilities

  • Manage complex executive calendar across multiple time zones, prioritizing strategic meetings
  • Coordinate travel arrangements including flights, accommodations, and itineraries
  • Prepare executive briefing materials and meeting agendas
  • Screen and prioritize communications, responding independently when needed
  • Maintain investor database in Salesforce CRM with accuracy
  • Track investor communications and generate reports in Salesforce
  • Organize and facilitate internal and external meetings and fundraising events

Benefits

  • Unlimited PTO
  • 401k match
  • Competitive healthcare benefits
Full Job Description
Executive Assistant

Company: Faropoint
Location: Hoboken, NJ
Employment Type: Full-time
Reports to: Global Head of Capital Development & Investor Relations

Position Overview:

We are seeking a highly organized and detail-oriented Executive Assistant to provide comprehensive support to our Global Head of Capital Development & Investor Relations. This role requires exceptional communication skills, strong technical proficiency in Salesforce CRM, and the ability to manage complex schedules and coordination with high-net-worth investors and institutional partners. The ideal candidate will serve as a strategic partner who anticipates needs, manages priorities, and ensures seamless operations.

Key Responsibilities:

Executive Support & Calendar Management
  • Manage complex calendar with multiple time zones, prioritizing meetings based on strategic importance
  • Coordinate domestic and international travel arrangements including flights, accommodations, ground transportation, and detailed itineraries
  • Prepare executive briefing materials, presentations, and meeting agendas
  • Screen and prioritize incoming communications, responding independently when appropriate
  • Handle expense reports, reimbursements, and budget tracking

Investor Relations & CRM Management
  • Maintain investor database in Salesforce CRM with accuracy and completeness
  • Track investor communications, meeting notes, and follow-up items in Salesforce
  • Generate reports and analytics from Salesforce for investor pipeline management
  • Coordinate investor meetings, site visits, and quarterly update calls
  • Prepare investor correspondence

Meeting & Event Coordination
  • Organize and facilitate internal and external meetings including logistics, catering, and technology setup
  • Coordinate fundraising activities including investor roadshows and capital raising events
  • Take meeting minutes and distribute action items with follow-up tracking

Required Qualifications:

Experience & Education
  • 3+ years of experience as an Executive Assistant supporting C-level executives or senior leadership
  • Bachelor's degree preferred
  • Experience in financial services, private equity, real estate investment, or investor relations strongly preferred
  • Proven track record supporting executives in client-facing or fundraising functions

Technical Skills
  • Salesforce CRM expertise required - must be proficient in data entry, report generation, and dashboard management
  • Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Experience with virtual meeting platforms (Zoom, Teams, WebEx)
  • Comfortable learning new technology platforms quickly

Personal Attributes
  • Self-starter who takes initiative and ownership
  • Flexible and adaptable to changing priorities in a fast-paced environment
  • Team player with collaborative approach
  • High emotional intelligence and ability to read situations
  • Grace under pressure with ability to maintain composure in demanding situations

Preferred Qualifications:
  • Experience with investor relations or capital raising activities
  • Knowledge of private equity or real estate investment terminology
  • Previous exposure to fundraising processes and LP/GP relationships
  • Experience supporting multiple executives or managing overlapping priorities
  • Project management certification or training


Compensation:

This position offers a base salary in the $90,000-$125,000 range, plus discretionary bonus, competitive healthcare benefits, unlimited PTO, and a 401k match.

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