Qualifications

• Bachelor's degree required; advanced degree or certification preferred
• 6+ years in executive support, project management or chief of staff roles
• Experience in finance, investment operations or corporate strategy
• Strong organizational, analytical and communication skills
• High discretion, professionalism and attention to detail
• Proficiency in Microsoft Office and project management platforms
• Ability to thrive in a fast-paced, high-impact environment

Responsibilities

• Manage complex calendars, travel, expense reporting and executive correspondence with discretion
• Prepare financial presentations, board materials and executive briefings
• Serve as liaison between the SVP and cross-functional teams to ensure alignment and follow-through
• Lead and coordinate strategic finance and investment projects across departments
• Develop project plans, track milestones and manage timelines to drive measurable results
• Support investment reporting, capital tracking and performance analysis
• Draft executive communications and strategic updates for leadership and external partners
• Gather and synthesize financial data into actionable insights
• Represent the SVP in select meetings and ensure execution of key initiatives

Benefits

• Medical, Dental, Vision, Life, and Disability Plans
• Retirement Savings Plans
• Employee Assistance Program / Discount Program
• Paid time off (PTO), sick time, and holiday pay
• myFlexPay offered to get paid within hours of a shift
• Tuition Reimbursement
• Discretionary and/or non-discretionary bonuses based on performance and position