Investment Assistant

Beacon Hill - Job Details
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Investment Assistant

New York, New York

|

Direct (Permanent) Full Time

|

$ 139,000 - $ 140,000 per year

New York, New York

Direct (Permanent) Full Time

$ 139,000 - $ 140,000 per year

January 20, 2026

|

Job ID: A1443413NY-Perm_1768920747

January 20, 2026

Job ID: A1443413NY-Perm_1768920747

Job Summary

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Our client is seeking an experienced Investment Assistant to provide high-level administrative and operational support to a team of investment professionals. This role requires exceptional organizational skills, attention to detail, and the ability to thrive in a fast-paced, process-driven environment. The hours are 8:00am to 5:30pm (with some flexibility required), and the role is onsite 4 days a week in Manhattan, with Fridays remote.

Responsibilities:

  • Manage complex calendars and coordinate meetings with internal and external stakeholders
  • Serve as a gatekeeper for investment professionals and handle confidential correspondence
  • Organize and schedule domestic and international travel arrangements; prepare detailed itineraries
  • Prepare expense reports and ensure compliance with pre-approval policies
  • Assist with research projects, including extracting brokerage reports and assembling research packets
  • Provide backup coverage for other Investment Assistants and support ad hoc projects

Job Requirements:

  • Bachelor's degree required
  • 5-10+ years of experience as an Executive or Investment Assistant in hedge funds, banking, or financial services
  • Strong organizational and multitasking skills with attention to detail
  • Excellent written and verbal communication skills; professional demeanor
  • Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
  • Ability to work independently, exercise sound judgment, and maintain confidentiality

Compensation/Benefits:

  • Up to $140K base salary + bonus + paid overtime
  • 100% paid medical benefits
  • Generous PTO package
  • Free lunch daily
  • 401(k) plan and additional perks
  • Collaborative, process-oriented environment with strong team support
A1443413NY-Perm_1768920747

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™