What are the responsibilities and job description for the Executive Assistant to IR Team position at Glocap?
COMPANY: Investment Firm
POSITION: Executive Assistant
LOCATION: New York, NY - Hybrid 4:1
COMPENSATION: $90-130K DOE OT eligible Discretionary Bonus Benefits
BACHELOR’S DEGREE: Required
Our client, an investment firm, is seeking a strong Executive Assistant to support 1-2 individuals on the Investor Relations team. The ideal candidate will have previous experience in IR/financial services, have a great attitude, and excellent communication skills. This is a great opportunity to be part of a growing team!
Responsibilities of the Executive Assistant:
-Manage calendars and coordinate high volume scheduling with internal and external stakeholders, including the Firm’s investors (roadshows, due diligence agendas, etc.), noting importance of syncing with Salesforce
-Maintain IR Roadshow Tracker along with the other EAs across the IR team
-Book domestic and international travel, including itinerary, visa, preparation, etc.
-Manage emails and collaborate with reception on organizing conference room logistics
-Compile materials and prepare presentations for roadshows and onsite client meetings
-Compile receipts and prepare expense reports in a timely manner
-Develop understanding of how Salesforce is used – links to meeting scheduling and investor contacts for meetings, reviewing reports as needed
-Review Scheduled Meetings Report and other ad hoc reports as needed
-Develop relationships and work collaboratively across EAs in investment team and other counterparties
-Assist with special ad-hoc projects and events such as the Annual Investor Conference
-Back-up other members of the administrative team as needed
-Develop understanding of firm / team / funds
Requirements of the Executive Assistant:
-Bachelor’s degree required
-3-5 years experience as an Executive Assistant within financial services
-Experience working with Investor Relations teams preferred
-Must have strong attention to detail
-Excellent communication skills, both written and verbal
-Ability to be a team-player
-Verification of identity, education, prior employment, and references may be required
Salary : $90,000 - $130,000
