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Our client, an asset management firm, is seeking a thoughtful, proactive Executive Assistant to support a senior Portfolio Manager within a fast‑paced investment management environment. This role requires strong judgment, excellent communication skills, and the ability to anticipate needs while keeping a demanding executive moving smoothly throughout the day. Hours are generally 8:00am-5:00/6:00pm with flexibility based on the Portfolio Manager’s schedule. The role follows a hybrid schedule with Tuesday-Thursday onsite and Monday/Friday remote, with flexibility to be onsite as needed.
Key Responsibilities:
- Provide high‑level executive support to the Portfolio Manager, including complex calendar management and meeting coordination
- Manage daily scheduling flow to ensure the PM moves efficiently from meeting to meeting
- Coordinate domestic and international travel, prepare itineraries, and handle real‑time changes
- Process expenses through Concur with accuracy and timeliness
- Anticipate needs proactively (e.g., meals, materials, transitions between meetings)
- Serve as a professional point of contact for internal teams and external stakeholders
- Maintain a high level of discretion when handling sensitive information
- Support ad hoc administrative tasks and special projects as needed
Qualifications:
- 5+ years of Executive Assistant experience
- Financial services experience required
- Bachelor’s degree required with minimum 3.0 GPA
- Strong organizational skills with excellent attention to detail
- Highly proactive, socially aware, and able to read the room
- Polished communication style with a warm, professional demeanor
- Comfortable working in a business‑professional environment
- Tech‑savvy with strong Outlook and Microsoft Office skills
Compensation/Benefits:
- Up to $125K base salary + discretionary bonus
- Medical, dental, and vision coverage
- 401(k) with up to $10K employer match annually
- PTO package
- Professional, collaborative environment with a highly respected Portfolio Manager
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