Executive Assistant, Strategic Initiatives and Corporate Development

Executive Assistant, Strategic Initiatives and Corporate Development

Summary / Overview

The Executive Assistant, Strategic Initiatives and Corporate Development provides high-level administrative, organizational, and project coordination support for Peter Simon. The role is responsible for optimizing effectiveness through proactive calendar and communication management, meeting preparation, travel coordination, confidential information management, and disciplined follow-through on strategic priorities.

The position supports strategic initiatives across Peter’s portfolio by maintaining project and opportunity trackers, coordinating information and diligence requests, organizing records, assisting with basic business and legal documentation, preparing status updates, and keeping stakeholders aligned on deliverables. This is an execution- and coordination-focused role for a highly organized, discreet, and commercially aware professional who is comfortable working across functions in a fast-paced, entrepreneurial environment.

• Manage and coordinate complex calendars, meetings, travel, and logistics, including prioritizing requests, protecting focus time, resolving conflicts, and coordinating across time zones as needed.
• Prioritize and screen incoming communications, including email, calls, requests, and invitations; draft responses and elevate matters requiring executive attention.
• Prepare, edit, format, and organize correspondence, presentations, reports, meeting briefs, agendas, and other executive materials.
• Coordinate internal and external meetings by confirming participants, preparing agendas and supporting materials, capturing decisions and action items, and ensuring timely follow-up.
• Prepare clear meeting notes that identify key points, decisions, open questions, owners, and deadlines; track follow-through through completion.
• Arrange domestic and international travel, including flights, accommodations, ground transportation, itineraries, changes, and expense reporting.
• Serve as a professional liaison between the executive, SGH companies, employees, customers, vendors, lenders, shareholders, advisors, and other stakeholders.
• Maintain accurate, organized, and confidential files, records, correspondence, and documentation in alignment with company policies and sound business practices.
• Support executive expense administration, basic financial or budget tracking, and other administrative reporting as assigned.

• Support the coordination and follow-through of strategic initiatives, growth projects, and other priorities across operating companies and investments.
• Maintain project, opportunity, and deal pipeline trackers with accurate status updates, owners, next steps, deadlines, and risks; elevate delays or issues early.
• Coordinate information requests and administrative work streams for potential transactions, strategic initiatives, portfolio projects, and diligence activities.
• Assist with preparing meeting materials, project summaries, status reports, basic research, presentations, and other materials used to evaluate or advance business opportunities.
• Organize and maintain strategic initiatives records, relationship information, diligence materials, transaction files, and supporting documentation.
• Assist with basic operational and legal documentation, including NDAs, credit applications, subscriptions and renewals, payment setups, vendor applications, and similar materials, in coordination with appropriate internal or external reviewers.
• Coordinate communication and follow-up with portfolio companies, customers, vendors, lenders, shareholders, advisors, and other counter parties in a professional and responsive manner.
• Support the implementation of approved initiatives by coordinating timelines, meetings, deliverables, and communication across participating teams.

• Identify opportunities to improve administrative, project-tracking, information-management, and communication processes through standardization, automation, or better use of technology.
• Build collaborative working relationships across operating companies; help connect people, information, and resources across the portfolio.
• Work effectively in an entrepreneurial environment where priorities may change quickly and team members are expected to be hands-on and willing to support the broader business.
• Perform other duties and…