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David Careers

Executive Assistant – Investor Relations

Posted 7 days ago

career groupWhite Plains (NY)
Executive Secretaries and Executive Administrative AssistantsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$125,000 – $150,000

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About the role

Executive Assistant – Investor Relations A premier, global recognized financial services institution seeking an exceptional Executive Assistant to support our dynamic Investor Relations team. Known for an energetic, high-performance environment, our firm deeply values its administrative team, offering an exceptionally supportive network, dedicated leadership, and a highly collaborative workplace culture. This vital position offers comprehensive operational, administrative, and project-based support to a multi-office team of VP- and Principal-level executives. Acting as a central liaison across departments, the ideal candidate will excel at balancing high-level executive logistics with structured investor relations deliverables in a fast-paced setting.
Location: New York, NY (Midtown East)
Work Arrangement: onsite 5 days
Hours: 8:30 AM – 5:00 PM (With after-hours responsiveness as needed)
Compensation: $125,000 – $150,000 base + discretionary bonus
Firm-covered comprehensive health, dental, and vision insurance options, plus access to an in-building fitness center.401(k) program enhanced with a profit-sharing contribution. Daily $25 lunch allowance while working in the office. Generous paid vacation allowance, dedicated sick/personal time, plus designated "work-from-anywhere" remote weeks scheduled around major holidays.
Key Responsibilities include
Executive Support & Operational Logistics: Calendar Management: Direct complex, multi-time-zone schedule coordination, proactively resolving conflicts and managing meeting arrangements. Travel & Expense Management: Oversee domestic and international travel logistics via corporate travel partners, accurately filing expense reports through Concur. Meeting Participation & Minutes: Attend designated internal and external discussions to document clear, actionable meeting notes. Communication & Coverage: Assist with executive correspondence, message filtering, and cross-team coverage during colleague absences.
Investor Relations & Financial Project Support:
  • Data & CRM Maintenance: Keep investor distribution channels, contact records, and deal pipelines updated utilizing DealCloud.
  • DDQ & ODD Coordination: Assist with the tracking, preparation, and distribution of Operational Due Diligence (ODD) documentation and Due Diligence Questionnaires (DDQs).Fund & Investor Logistics: Help manage fund data rooms, track capital call communications, and draft investor-facing collateral.
  • Qualifications & Desired Attributes4 to 6+ years of executive support experience, ideally within financial services, private equity, asset management, with direct experience supporting IR functions.
  • Bachelor’s degree required.
  • High command of MS Office Suite (Outlook, Excel, Word, PowerPoint), DealCloud (or similar CRM tools), and Concur.
  • Key Traits:
  • High emotional intelligence, authenticity, and confidence.
  • Meticulous attention to detail paired with a strong commitment to accuracy and discretion.
  • A proactive, team-oriented mindset with an eager desire to learn team operations.
  • Professional composure and resilience in a high-expectation, quality-driven environment.
  • Please submit your resume to apply!
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