Executive Assistant to Partner & Managing Director

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$/yr - $/yr

Company Overview:

Our client is a prestigious private equity and investment banking firm located in the heart of San Francisco. They specialize in providing high-level advisory and investment services to clients across a range of industries. We are seeking a proactive and detail-oriented Executive Assistant to provide seamless support for a Partner and Managing Director in a fast-paced and dynamic environment. Special perks of this role include over 20 days of paid vacation.

Industry: Private Equity & Investment Banking

Salary: 110 – 125k + OT + Discretionary Bonus

Responsibilities:

• Provide comprehensive administrative support to the Partner and Managing Director, including managing complex calendars, scheduling meetings, and organizing day-to-day activities.
• Coordinate extensive domestic and international travel arrangements, including flights, accommodations, ground transportation, and itinerary preparation.
• Act as a liaison between internal teams, clients, and external stakeholders, ensuring smooth communication and follow-ups.
• Prepare and organize materials for meetings, presentations, and conference calls, ensuring that the executives are well-prepared for each engagement.
• Handle a variety of administrative tasks, including drafting correspondence, processing expense reports, and managing confidential information.
• Maintain filing systems, both physical and digital, ensuring documents are properly organized and easily accessible.
• Assist with personal tasks for the executives when required, providing a high level of discretion and attention to detail.
• Support the management of key projects and events, ensuring that deadlines and objectives are met.
• Assist with ad-hoc tasks as needed, helping the team operate efficiently and effectively.

Qualifications:

• 3-5 years of experience as an Executive Assistant, supporting senior-level executives in a private equity, investment banking, or similarly fast-paced environment.
• Bachelor's degree or equivalent professional experience.
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Google Workspace.
• Strong organizational skills, attention to detail, and the ability to multitask in a high-pressure environment.
• Excellent written and verbal communication skills, with the ability to interact with executives, clients, and colleagues effectively.
• Proven ability to maintain discretion and handle confidential information with professionalism.
• Experience managing complex schedules and travel logistics, with the ability to prioritize effectively.
• Strong problem-solving skills and the ability to work independently while also being a team player.
• Proficiency with financial tools and systems used in investment banking or private equity, such as CRM platforms, portfolio management tools, or project management software (e.g., Salesforce, Asana, etc.).
• Ability to adapt to rapidly changing priorities and the capacity to anticipate the needs of the executives.
• High level of professionalism and the ability to represent the firm positively in all interactions.
• A proactive attitude, with the capability to identify issues and implement solutions before they become problems.
• Ability to work efficiently in a dynamic, fast-paced environment, handling multiple requests simultaneously while maintaining high-quality results.
• Strong attention to detail and commitment to providing high-level support in both administrative and personal capacities.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

Mid-Senior level

Full-time

Administrative

Venture Capital and Private Equity Principals and Investment Banking