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Apply to Executive Assistant with Project Management on IR team at boutique Finance Firm
Our client, a boutique financial firm in Midtown, is seeking a polished and high-performing Executive Assistant to support their Head of Investor Relations and small, collaborative team. This is an exciting opportunity to join a well-respected firm in a highly visible role that sits at the center of investor communication and business development efforts.
The ideal candidate will bring 5+ years of administrative experience within financial services, ideally supporting Investor Relations or client-facing teams, and will thrive in a fast-paced, detail-oriented environment. This person should be proactive, professional, and team-oriented, with a strong service mindset and the ability to anticipate needs before they arise.
RESPONSIBILITIES
REQUIREMENTS
SALARY
$150–185K base (DOE) + discretionary bonus
HOURS
9:00am–5:00pm, with flexibility as needed
Monday–Friday, fully in office
The ideal candidate will bring 5+ years of administrative experience within financial services, ideally supporting Investor Relations or client-facing teams, and will thrive in a fast-paced, detail-oriented environment. This person should be proactive, professional, and team-oriented, with a strong service mindset and the ability to anticipate needs before they arise.
- Provide seamless administrative and light personal support to the Global Head of Business Development and the broader IR team
- Manage complex and ever-changing calendars, coordinating internal and external meetings and resolving scheduling conflicts with precision
- Coordinate detailed domestic and international travel, including multi-leg itineraries, visas, and logistics
- Prepare and process expense reports accurately and in a timely manner
- Draft, edit, and proofread correspondence, presentations, and investor materials with a high level of attention to detail
- Serve as a key liaison between executives, internal teams, and external stakeholders, including investors
- Support the planning and execution of investor meetings, events, and roadshows
- Maintain and update CRM systems, ensuring accuracy of investor data and interactions
- Build and maintain strong relationships with investors, responding to requests in a timely and professional manner
- Partner with the administrative team to ensure smooth day-to-day operations and coverage
- 5–10 years of administrative experience within financial services, ideally supporting Investor Relations, marketing, or client-facing teams
- Proven ability to support senior executives in a fast-paced, high-volume environment
- Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Bachelor’s degree required
- Exceptional attention to detail with strong written and verbal communication skills
- High level of discretion, professionalism, and confidentiality
- Proactive, solutions-oriented mindset with the ability to anticipate needs
- Client-service driven with a collaborative, team-first approach
- Flexible and adaptable with the ability to manage shifting priorities
$150–185K base (DOE) + discretionary bonus
9:00am–5:00pm, with flexibility as needed
Monday–Friday, fully in office