Executive Personal Assistant to Partner - Investment Family Office

Investment Family Office

Location:

NYC - Hybrid

We're looking for a polished, proactive Executive & Personal Assistant to support a Partner with both professional and personal matters. Alongside day-to-day executive support, the role includes a significant amount of event planning, from high-profile investor and client events to private personal gatherings. It's a good fit for someone who can manage many priorities at once, anticipates needs, and delivers the high standard of service expected at the senior level.

• Manage the Partner's complex, frequently changing calendar and set priorities across competing requests
• Coordinate internal and external meetings, including investor, portfolio company, board, and client meetings
• Arrange detailed domestic and international travel, including private aviation, ground transportation, and contingency plans
• Serve as the Partner's main point of contact, handling communications professionally and discreetly
• Prepare meeting materials, briefing documents, and correspondence
• Process expense reports on time and accurately
• Build strong relationships with internal teams, executive assistants, and outside contacts

• Plan and run a range of events from start to finish, including investor and LP events, client dinners, firm gatherings, conferences, and offsites
• Handle venue sourcing, vendor negotiation, contracts, budgets, run of show, and on-site coordination
• Manage guest lists, invitations, RSVPs, seating, and attendee communications
• Work with marketing and outside vendors on invitations, agendas, and branded materials
• Plan the details carefully and anticipate what senior guests will expect
• Track event budgets and reconcile invoices after each event

• Manage the Partner's personal calendar, appointments, and family schedules as needed
• Coordinate personal travel, vacations, and reservations
• Plan private events and gatherings, such as dinners, celebrations, and holiday events
• Help manage the household as needed, including working with vendors, staff, and service providers
• Handle personal errands, gifting, and special requests with complete discretion

• [5+] years of experience as an Executive Assistant or EPA supporting a C-suite leader, Partner, or senior executive, ideally in private equity, hedge funds, investment banking, or another financial or professional services setting
• Proven experience planning and running high-profile events for senior or VIP guests
• Excellent organizational and time management skills, with the ability to switch smoothly between professional and personal priorities
• Complete discretion with confidential business and personal information
• Polished written and verbal communication skills
• Proactive and resourceful; anticipates needs and solves problems before they come up
• Calm, flexible, and responsive in a fast-paced environment, including occasional availability outside regular business hours
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint); experience with Cvent or similar event platforms is a plus
• Bachelor's degree preferred