Executive Assistant Investor Relations & Marketing
Listed on 2026-10-23
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
- New York, New York
Our client, a growing private equity firm, is seeking a polished, proactive, and highly organized Administrative Assistant to support its Investor Relations team, including 3 Managing Directors and 1–2 Associates. This is an exciting opportunity to join a close-knit, collaborative firm and play an integral role in supporting both the team's day-to-day administrative needs and broader fundraising and investor relations activities.
The ideal candidate will have 3+ years of experience in a fast-paced corporate environment, ideally with exposure to Investor Relations, financial services, or a similar client-facing function. This individual should be comfortable managing complex calendars and logistics while also taking ownership of CRM management, pipeline tracking, project coordination, and data accuracy. A strong understanding of the sales or fundraising lifecycle, exceptional attention to detail, and the ability to proactively manage follow-ups and competing priorities will be key to success in this role.
RESPONSIBILITIES
Provide comprehensive administrative and operational support to 3 Managing Directors and 1–2 Associates on the Investor Relations team
Manage complex calendars, coordinate internal and external meetings, and prioritize conflicting appointments
Maintain and update Salesforce, including investor contacts, meeting notes, biographies, activity records, and other relevant information
Assist with tracking fundraising activity, investor pipelines, prospective opportunities, and ongoing relationship management
Monitor outstanding action items and follow-ups, ensuring important deadlines, communications, and next steps are appropriately tracked and completed
Support the Investor Relations team throughout the fundraising lifecycle by maintaining accurate data, organizing information, and coordinating related projects
Assist with preparing, organizing, and maintaining investor materials, meeting documents, reports, and other relevant information
Coordinate conference calls, prepare meeting materials, and arrange conference room logistics
Arrange domestic and international travel, including flights, hotels, ground transportation, and reservations
Prepare and process monthly travel and expense reports
Assist with investor meetings, firm events, and other team-related initiatives
Work closely with the broader team to improve administrative processes, CRM organization, and overall operational efficiency
Handle confidential investor, financial, and company information with the highest level of discretion
Provide additional administrative and project support as needed
REQUIREMENTS
2+ years of administrative, Investor Relations, sales support, or related experience within a professional corporate environment
Prior experience within private equity, investment management, financial services, or another fast-paced, client-facing environment strongly preferred
Experience with Salesforce or a similar CRM system, including data entry, contact management, activity tracking, and maintaining accurate records
Familiarity with pipeline tracking, project coordination, and managing follow-up items; understanding of the sales or fundraising lifecycle is highly desirable
Exceptional organizational skills and ability to manage multiple priorities and deadlines simultaneously
Strong attention to detail, particularly when maintaining data, preparing materials, and tracking important information
Excellent written and verbal communication skills with a polished, professional demeanor
Proactive, resourceful, and comfortable taking ownership of responsibilities with minimal oversight
Ability to anticipate team needs, follow through on outstanding items, and ensure nothing falls through the cracks
Strong interpersonal skills and ability to work effectively with senior executives and colleagues across the organization
Proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel
Ability to handle sensitive information with discretion and confidentiality
Bachelor's Degree required
SALARY
$120-140K base + discretionary bonus + excellent benefits, including fully paid benefits, 401(k) match, and additional perks.
HOURS
Monday–Friday, approximately 8:30/9:00 AM–5:00/5:30 PM, with flexibility for earlier or later meetings.
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