Overview

Executive Assistant to Support Bankers at Boutique Investment Firm Jobs in New York, NY at BCL Search, Inc.

Title: Executive Assistant to Support Bankers at Boutique Investment Firm

Company: BCL Search, Inc.

Location: New York, NY

Job DescriptionOur client, a growing boutique investment bank, is looking to hire an Executive Assistant to join their Investment Banking team in New York City, NY. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. The Executive Assistant will work closely with senior and junior bankers on a variety of projects and initiatives aimed at improving organization and efficiency. The ideal candidate must have 3+ years of professional experience as an admin, as well as a degree.

RESPONSIBILITIES:

Heavy calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.

Assist with client outreach by initiating and/or following-up on client communication

Maintain working knowledge of projects and meeting activity

Execute data capture and reporting processes

Prepare, print, and bind client presentations

Plan internal and client-related virtual and in-person events, including on-site coordination when necessary

Coordinate domestic and international travel arrangements

Process expense reports and submit to accounting for payment

Maintain department files and manage the record retention process to ensure compliance with industry regulations

Qualifications:

A minimum of 3 years’ experience as an Executive Assistant supporting multiple individuals in a fast-paced professional environment required, experience in financial services a strong plus

Must be proactive and solution-oriented: be the first to notice problems, propose solutions, and help execute

Exceptional written and verbal communication skills, strong interpersonal skills

Excellent organizational skills with the ability to work under pressure with diverse workloads and little or no direct supervision

Ability to apply good judgment and appropriately handle sensitive or confidential information and situations

Strong working knowledge of MS Office, specifically Word, Excel and PowerPoint

Ability to work with or promptly learn to work with Concur Expense application

CRM database experience, Salesforce or Singletrack a strong plus

A team player, willing to assist in other areas when necessary

Ability to work overtime as needed

SALARY

Up $90K (DOE)+ discretionary bonus + benefits

HOURS

9am-6pm

Company Description

Our client, a dynamic and growing alternative investment firm, is seeking an analytical, driven, and personable marketing professional to enhance its capital-raising efforts. The candidate will have a wide variety of responsibilities, from assisting existing investors to supporting new business development. This seat offers an unusually broad perspective into both the wider hedge fund industry and the full range of our business activities.The ideal candidate will be smart, driven, personable and worked in the financial services sector doing marketing.

Responsibilities

Assist senior management in researching and targeting prospective investors across channels and geographies

Drive the creation of impactful collateral materials that describe our investment approach, processes, and portfolio

Support ongoing investor-relations efforts by responding to ad hoc investor enquiries

Provide colleagues with ongoing status updates and investor feedback to inform distribution strate…

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