Executive Assistant / Office Coordinator – Investment Management Start Up
The Opportunity:
Are you looking to join a small, but well capitalized investment management firm with a start-up culture?
Do you thrive on creating solutions, remaining calm under pressure, while providing executive and administrative support to senior stakeholders as an equal and valued member of the team?
Have you been looking for a role where you can leverage your strong organizational and communication skills in a low ego, collaborative environment where everyone pitches around a central mission?
If so – We’d love to speak with you.
Korn Ferry is pleased to represent our investment management client for this exciting opportunity.
The executive team is seeking to attract agile thinkers who are curious and possess an entrepreneurial, growth mindset to join them in creating a best-in-class investment office.
As part of a small dynamic team, the Executive Assistant will support the C-level Investment team (CEO, Chief Investment Officer, CFO) and will have a direct impact on all aspects of the day to day operations and will help foster an open and inclusive culture.
This role will be 4 days a week in the office; flexibility to work from home on Friday.
Scope of Responsibilities:
As a trusted and integral member of a small, collaborative, team within an open plan environment, the Executive Assistant will provide administrative support across the following:
- Calendar Organizing, Email Management, Office Support,
- Complex corporate travel arrangements, including a mix of commercial and private aviation
- Utilize discretion when carrying out unique, sensitive or confidential duties.
- Prioritize and streamline time-sensitive correspondence
- Greet and direct all incoming calls; interact with visitors, other executives, and all levels of management internally and externally.
- Coordinate all meetings, offsites, and appointments via face-to-face, travel or conference calls
- Utilize advanced data analytics and visualization skills to support performance reporting
- Ad hoc projects
Candidate Attributes:
- Bachelors degree with prior experience in (or strong interest in learning about) financial services and investment products.
- A continuous learning and improvement mindset,
- Self-aware and confident in their communication,
- Ability to effectively prioritize, as well as a strong track record of getting things done.
- comfortable with ambiguity and possess an entrepreneurial and innovative mind set combined with foresight and a pragmatic approach.
- Familiarity with data visualization and automation tools including SQL, Python, and PowerBi, a plus
Note: Visa sponsorship, either now or in the future, is not available for this position.
