About the role
Our client, a reputable investment market leader is seeking a top-notch EA to provide comprehensive administrative and operational support to senior to a high performing Investment Team. This role requires exceptional judgment, discretion, adaptability, and the ability to anticipate needs in a dynamic and demanding environment.
Key Responsibilities
Provide proactive administrative support to Managing Directors, Principals, and broader investment professionals.
Manage complex and frequently changing calendars, including scheduling internal and external meetings across multiple time zones.
Coordinate extensive domestic and international travel arrangements, including flights, accommodation, visas, ground transportation, and detailed travel itineraries.
Prepare and process expense reports in a timely and accurate manner.
Monitor and prioritize incoming communications, ensuring timely follow-up and action where appropriate.
Serve as a key point of contact for internal stakeholders, portfolio companies, advisors, investors, and external business partners.
Meeting and Event Coordination
Coordinate client meetings, investor meetings, management presentations, and team events.
Prepare meeting materials, presentations, briefing documents, and agendas as required.
Arrange conference rooms, video conferencing, catering, and logistics for internal and external meetings.
Support planning and execution of offsites, conferences, investor events, and corporate functions.
Business Operations Support
Assist with document management, filing, and maintenance of confidential information.
Coordinate execution and circulation of legal, compliance, and investment-related documentation.
Track action items, deadlines, and deliverables to support efficient workflow management.
Maintain accurate contact databases and team distribution lists.
Partner closely with Compliance, Finance, Human Resources, and other Corporate Functions on administrative processes and requirements.
Stakeholder Management
Build strong relationships across global offices and functions.
Liaise effectively with senior executives, investors, advisors, bankers, consultants, lawyers, and portfolio company management teams.
Demonstrate professionalism and sound judgment when handling sensitive and confidential information.
Team Contribution
Provide coverage and support for other Executive Assistants when required.
Identify opportunities to improve processes and enhance team efficiency.
Contribute positively to a collaborative, team-oriented culture.
Qualifications
Bachelor's degree preferred.
Minimum 5-8 years of Executive Assistant experience supporting senior executives within private equity, investment banking, asset management, consulting or professional services
Experience supporting multiple senior stakeholders simultaneously.
Strong understanding of operating within a fast-paced, client-centric, and highly confidential environment.
Advanced proficiency in Microsoft Outlook, Word, PowerPoint, Excel, and Teams.
Excellent verbal and written communication skills in English.
Strong organizational and prioritization skills with exceptional attention to detail.
Key Competencies
Exceptional stakeholder management
Strong commercial awareness
High level of professionalism and discretion
Ability to anticipate needs and act proactively
Excellent multitasking and prioritization capabilities
Strong problem-solving skills
Resilience and adaptability under pressure
Collaborative and team-oriented mindset
Sound judgment and decision-making ability
Commitment to delivering the highest level of service and support
For further information, please kindly contact Shaleena Mulchandani or email your details across to sm@charlottefrank.com (Job Code: SM/81365)
Please note that only shortlisted candidates will be contacted
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