Demo

Executive Assistant to IR

Atlas Search
New York, NY Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 6/8/2025

Our client is a leading investment firm and they are looking for an EA to join their team. Please note, this role is on site in their Manhattan office, Monday-Friday.

Responsible for :

  • Management and maintenance of key firm documents and marketing materials
  • Data management of investor database, updating and on-going maintenance across investor contact and account information
  • Organize investor emails and correspondence
  • Assist in responding to daily investor inquiries, as well as preparing monthly and quarterly performance reports to investors and databases
  • Review and reconciling investor capital activity, account balance information as well as transaction documentation
  • Maintain and manage Due Diligence Questionnaires / RFPs
  • Managing internal one-off team projects and needs as they arise

Requirements :

  • Bachelor’s Degree required
  • Minimum of 3 years of administrative experience in a fast-paced environment
  • Financial services experience is strongly preferred
  • Corporate Access experience is a big plus
  • Strong organizational and project management skills
  • Strong sense of urgency; ability to execute quickly and efficiently
  • The salary range for this role is $100k-$140K Bonus, commensurate with experience.

    Salary : $100,000 - $140,000

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