ME304 - Full-Time Executive Assistant - Midtown East

British American Household Staffing • New York, NY

2d • $160 • Hybrid

About The Position

An established investment firm is seeking a highly skilled career Executive Assistant/Personal Assistant to provide direct support to the head of Investor Relations. This is a unique opportunity to work at the center of a dynamic, fast-paced investment environment while managing both professional and personal responsibilities for the firm’s most senior executive.
The ideal candidate is proactive, highly organized, and capable of acting as a true “second brain” to senior leadership. This role requires someone who can anticipate needs, coordinate complex investor-facing workflows, and ensure that Investor Relations operates with precision, professionalism, and institutional quality.
The role is full-time, in the office 4 days a week and one day work from home from the hours of 8:30 am-5:30 pm

Requirements

• Bachelor’s degree required
• 5–8+ years supporting senior executives, ideally within asset management, Investor Relations, or financial services.
• Demonstrated ability to manage complex calendars, investor-facing logistics, and high-stakes external communications.
• Career administrative professional mindset with commitment to excellence in the EA craft.
• Proficiency in Microsoft Excel and PowerPoint, with the ability to translate complex data into polished, investor-ready materials.
• Familiarity with CRM systems and investor reporting tools such as DealCloud and Andouin.

Responsibilities

• Provide high-touch administrative and execution support to the Head of Investor Relations, including daily prioritization, scheduling, and workflow management.
• Coordinate meeting logistics, including: Investor calls and meeting scheduling Internal calls and meeting scheduling Call and meeting notes, action items, and follow-ups Investor briefing notes and preparation materials Travel and accommodation for offsite meetings
• Partner with the CIO and Head of Investor Relations to maximize meeting density, preparation, and follow-through during high-impact travel and fundraising periods.
• Act as a gatekeeper and liaison across internal stakeholders and external investors to optimize senior leadership time.
• Ensure meeting agendas are prepared, follow-ups tracked, and deadlines executed with rigor.
• Support the overall success of Investor Relations by ensuring every investor interaction is coordinated seamlessly and executed at an institutional standard.
• Own organization and maintenance of IR collateral and fundraising materials, ensuring accuracy, polish, and version control.
• Coordinate preparation and distribution of bespoke investor materials for meetings and follow-ups.
• Manage dataroom workflows, including uploads, diligence requests, and document organization.
• Support quarterly investor communications, including quarterly letter statistics and distribution support.
• Oversee collateral management across fundraising cycles and ongoing LP engagement.
• Track LP administrative changes and investor servicing requests.
• Support IR hotline responsiveness and routing.
• Maintain and update CRM records, ensuring institutional-grade investor data integrity.
• Manage mailing list updates and investor communication segmentation.
• Support investor account servicing workflows, ensuring responsiveness and accuracy.
• Assist with email campaigns and investor communications infrastructure.
• Support website management and IR-facing updates as needed.
• Assist with LinkedIn management and external IR presence coordination.
• Coordinate end-to-end execution of all Investor Relations events and external engagement activity, including: Roadshows and fundraising travel Investor conferences and meeting programs LPAC dinners and investor-hosted events Annual General Meeting (AGM) and virtual AGM planning Miscellaneous LP and prospect events
• Manage logistics, scheduling, and materials preparation to ensure all events are executed seamlessly and reflect institutional quality.
• Ensure senior leadership is fully supported before, during, and after events, with tight follow-through and organized documentation.
• Manage complex calendars across time zones, coordinating seamlessly with internal executives, external stakeholders, and investors.
• Support the Head of IR’s calendar coordination and sales pipeline scheduling as needed.
• Oversee expense tracking and reporting for IR leadership.
• Manage CRM hygiene, meeting documentation, and follow-up cadence tr

Benefits

• 160K + discretionary bonus.
• 20 PTO days per year.
• 100% paid benefits (Health, Dental, Vision) with optional additional coverage.
• Core hours: 8:30 am – 5:30 pm, with an expectation of availability before/after hours and a 24/7 mindset to ensure continuity.
• Daily Breakfast, Lunches

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level