Hybrid Executive Assistant-Private Equity-IR

The Windfall

• $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of Executive Assistant experience in finance, consultancy, or tech
  • Proficient in travel and logistics coordination, both domestic and international
  • Expertise in heavy calendar management and working with databases
  • Experience communicating with executives in a fast-paced environment
  • Strong computer skills, particularly in Gmail, Google Calendar, Salesforce, and Microsoft Office suite

Responsibilities

  • Coordinate travel arrangements and logistics across various time zones
  • Maintain and update calendars for Directors and Executives
  • Book and facilitate internal and external meetings
  • Set up and troubleshoot conference/video calls with multiple parties
  • Prepare and manage materials for presentations and meetings
  • Handle confidential information with discretion and professionalism
  • Assist with office-wide projects and events as needed

Benefits

  • 100% of health benefits covered
  • 4% 401k match
  • Provided iPhone and laptop
  • Commuter benefits available
  • Daily breakfast, lunch, and snacks provided
Full Job Description
This will be working alongside other incredible Executive Assistants on the Investor Relations Team. Their midtown Manhattan office has just gone through a brand new buildout where you will be able to enjoy all the perks of the space. You will be supporting 2-3 Directors and 2-3 associates. They foster an empathetic environment with an amazing training program. This role is working in the office Monday-Thursdays, WFH Fridays from 8:30am-5:30pm with the flexibility for overtime as it is required.

RESPONSIBILITIES
- Travel arrangements and logistics across time zones
- Maintain and update Director and Executive's calendars
- Book and coordinate internal and external meetings
- Setup conference/video calls and with internal and external parties (make sure technology is working in conference room)
- Manage conference rooms for meetings
- Breakdown conference room after meetings
- Prepare material, update and edit presentations
- Print, bind and distribute presentations
- Arrange and coordinate internal/external conferences
- Coordinate with Portfolio Companies and Executives
- Handling of confidential information and materials
- Register and update contacts in internal databases
- Expense reporting
- Back-up other EAs
- Coordination of international meetings
- Assist with office-wide projects and events, as needed

REQUIREMENTS
- 5+ years of EA experience in finance, consultancy or tech
Experience and interest in;
- Travel and logistic coordination (domestic and international)
- Heavy calendar management
- Working with databases
- Work in an international environment
- Communicating with executives
- Experienced computer user: Gmail, Google Calendar, Dropbox, Salesforce, PowerPoint, Excel, Word
- 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
$145,000 Base Salary
Discretionary Bonus Based on Individual & Firm Performance
100% Covered Benefits
4% 401k Match
iPhone & Laptop
Commuter Benefits
Breakfast, Lunch & Snacks Provided Daily

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