Executive Assistant – Investment Team

Summary

Boutique Investment Firm is seeking an Executive Assistant to support several members on a growing Investment Team. Responsibilities include managing phones, calendars, contacts, travel/expense coordination and some personal assistance as requested. Will also assist with onboarding on the company’s CRM system and work on producing and saving investment documents, and format/edit PowerPoint presentations. Will provide coverage for other EAs on the team as needed. Must be able to work in a fast-paced environment with ever changing priorities.

Qualifications

The ideal candidate will have a Bachelor’s Degree with 5+ years of trading desk or team support experience within financial services. Will possess a positive attitude and warm personality. Candidate will be quick on their feet, have a high degree of ownership, and be capable of prioritizing and multitasking in a fast-paced, dynamic environment with a no task is too small attitude. Should have strong software skills and be tech savvy.