Executive Assistant – Investment Team; NYC or Greenwich CT

Our client is an established investment management firm with offices in Greenwich CT and NYC running a research-driven strategy. It's a lean, high-output team where every hire has visible impact and where modern tools, including AI-powered, are part of how the team works day to day.

We're hiring a contract Executive Assistant to own intensive scheduling for the investment team and keep day-to-day office operations running smoothly. This role is built for someone who is genuinely fluent with modern productivity tools (including AI-powered ones), not just willing to learn them. You'll be the connective tissue between the investment team's calendars, internal systems, and the rhythm of the office.

• Manage complex, frequently shifting calendars across the investment team, including internal meetings, external calls, management meetings, travel, and conferences
• Coordinate scheduling logistics across multiple time zones and competing priorities, defending focus time for the team
• Run day-to-day office operations: vendors, supplies, visitors, expenses, light travel coordination
• Maintain contact records and meeting workflows in the firm's CRM
• Handle communications and document flow across Microsoft 365
• Use AI scheduling tools to automate calendar defense, routine scheduling, and follow-ups
• Partner with internal stakeholders on workflow improvements, including light use of AI developer tools where they speed things up

• 2+ years as an EA, scheduler, or operations coordinator, ideally supporting an investment team, founders, or other calendar-intensive principals
• Power-user fluency with Microsoft 365 (Outlook, Teams)
• Hands-on experience with a modern CRM (Deal Cloud, Salesforce, Affinity, or comparable)
• Experience with AI scheduling tools (Reclaim, Motion, Clockwise, Clara, or similar), or a clear track record of adopting new productivity tech quickly
• Comfortable with AI-assisted workflows; exposure to tools like Claude, ChatGPT, or AI coding assistants is a strong plus
• Exceptional attention to detail, discretion with confidential information, and calm under shifting priorities
• Strong written communication; able to represent the team professionally with external counter parties

• Type: Contract - 1099
• Hours / length: Approx. 40 hrs a week, open-ended contract with the potential to convert full-time directly with the client
• Rate: $35-$45/hr DOE
• Location: On-site in Greenwich CT or NYC
• Start: ASAP

Please note you must be a US Citizen or Green Card holder for this position