What are the responsibilities and job description for the Executive Assistant (Tech Deal Team) position at Northbound Executive Search?
Our client, a highly regarded asset management firm, is seeking a sharp, motivated Executive Assistant to support their Technology Investment Team. This is a high-impact role for someone who thrives in a dynamic environment, can juggle multiple priorities with ease, and brings a high level of professionalism and discretion.
Qualified candidates will have 4-10 years of experience supporting investment professionals in the financial space. Only qualified candidates will be contacted.
Key Responsibilities:
- Provide high-level administrative support to multiple senior members of the Technology Investment Team, including managing complex calendars, scheduling meetings, and coordinating travel domestic and international arrangements.
- Prepare and edit correspondence, communications, presentations, and other documents.
- Track and process expenses, invoices, and reimbursements in a timely and accurate manner.
- Liaise with internal departments and external stakeholders, including investors, portfolio companies, and service providers.
- Assist with coordination of investor meetings, due diligence sessions, and portfolio company communications.
- Monitor email correspondence and flag action items or urgent issues for follow-up.
What We’re Looking For:
- Minimum of 4 years of experience as an Executive Assistant, preferably in a financial services or investment firm.
- Bachelor's degree required.
- Exceptional organizational and time-management skills with the ability to prioritize effectively and handle multiple tasks.
- Strong interpersonal and communication skills, both verbal and written.
- High level of professionalism, discretion, and judgment in handling confidential information.
- Proficient in Microsoft Office Suite, especially Outlook, Excel, PowerPoint, and Word; experience with expense platforms (e.g., Concur, Expensify) a plus.
What We Offer:
- Exceptional office space with amenities in Midtown East
- $120,000 - 140,000 base salary
- Discretionary bonus (15-25% / market average)
- 100% of medical, dental, and vision paid for by the firm
- Breakfast, lunch, and luxury gym offered onsite
Salary : $120,000 - $140,000
