1+ years of experience in Investor Relations or a coordination-focused role
Strong communication and interpersonal skills
Proficient in Google Workspace, Microsoft Office, Salesforce, and Slack
Experience in travel and logistics coordination, both domestic and international
Ability to manage multiple tasks and deadlines effectively
Detail-oriented with a focus on quality
Team-minded with a proactive, service-oriented attitude
Responsibilities
Coordinate global roadshows and fundraising activities
Support planning and delivery of due diligence events
Collaborate with internal teams and external investors
Assist in organizing investor events, including large-scale meetings
Support virtual events and conference participation
Maintain high-quality communication and documentation standards
Benefits
100% covered health benefits
4% 401k match
Discretionary bonus based on individual and firm performance
Company-provided iPhone and laptop
Commuter benefits
Daily breakfast, lunch, and snacks provided
Full Job Description
The Windfall is partnering with a Private Equity firm that is seeking to hire an Executive Assistant to join their growing team on a Trial to Hire basis. This is working on the Client Relations team, supporting global fundraising activities, investor events, and roadshows. This role blends coordination, communication and digital tools in a fast paced, international environment. The CR team sits within the Brand & Marketing function and is responsible for planning and delivering global pre-marking, marketing, and due diligence activities for the firm's fundraises. The team also leads the coordination of Investor events, including large scale annual meetings, virtual events and industry conferences. In this role, you will support global fundraising initiatives by coordinating roadshows, due diligence processes, and investor interactions. You will work closely with internal stakeholder and external investors to ensure seamless execution of events and communications. The ideal candidate is organized, proactive and comfortable working in a fast paced environment with multiple priorities. You bring strong communication skills and a collaborative mindset. This role is in office Monday-Thursdays, WFH Fridays and hours are 8:30am-5:30pm with the flexibility for overtime as it is required.
RESPONSIBILITIES -Coordinate global roadshows and fundraising activities -Support planning and delivery of due diligence events -Collaborate with internal teams and external investors -Assist in organizing investor events, including large scale meetings -Support virtual events and conference participation -Maintain high-quality communication and documentation standards
REQUIREMENTS - 1+ years of experience in Investor Relations or a coordination focused role - Ability to mange multiple tasks and deadlines effectively - Travel and logistic coordination (domestic and international) - Heavy calendar management - Working with databases - Experienced user: Google Workspace, Microsoft Office, Salesforce, Slack - Team-minded approach to tasks and projects - Ability to multi-task and prioritize/re-prioritize as needed - Service minded with a "can do" attitude - Focus on quality and a strong attention to detail - Flexible style and the ability to seek solutions both independently and as part of a team - Capable and driven to take initiatives - Sound commercial judgment - Strong communication skills - Strong interpersonal skills (heavy coordination across business lines)
PACKAGE $110-115,000 Base Salary when perm Discretionary Bonus Based on Individual & Firm Performance 100% Covered Benefits 4% 401k Match iPhone & Laptop Commuter Benefits Breakfast, Lunch & Snacks Provided Daily
