Overview

Executive Operations Assistant – Investment Firm Jobs in San Francisco, CA at BURKE + CO.

Title: Executive Operations Assistant – Investment Firm

Company: BURKE + CO.

Location: San Francisco, CA

BURKE+CO.

www.burketalent.com

THE GIST:

Our client, an impressive boutique investment firm, seeks an eager Executive Assistant to join their operations team. This role will provide daily administrative support to two principals, while also being heavily involved with research & investor relations efforts. The ideal candidate has a passion for administration and operations, ideally within the finance or tech sectors.

This is multi-faceted support role with the opportunity to become a valued, strategic partner!

THE NITTY GRITTY:

Oversee strategic calendar management and meeting coordination

Manage all incoming email communications with a strong sense of urgency, discretion, and tactfulness

Provide operational support, track initiatives, compile data & reporting, and help with deal analysis

Respond to communications on behalf of executives, acting as a stellar representation of the firm

Develop new research ideas and strategies

Update internal CRM system, track action items, and maintain contact list

Draft & send out mass correspondences to internal teams and external stakeholders

Oversee daily operations of their small, tight-knit office

Plan internal & external events such as company offsite, investor meetings, and dinners

Coordinate travel and prepare itineraries

Process expense reports

Assist with other administrative tasks & projects, as needed

THE ESSENTIALS:

4+ years of experience as a C-level Executive Assistant, Chief of Staff, or in Investor Relations/Operations

Experience working in finance or tech highly preferred

Go-getter nature and high-drive mentality

Strong analytical skills

Polished and professional communication style

Impeccable attention to detail

Exceptional written communication skills

Superior level of discretion and confidentiality

Ability to thrive in a dynamic environment with tight deadlines

Ability to work well independently and as part of a team

Proficiency in Microsoft Office & Slack

Proficiency in AI tools a plus!

THE CHERRY ON TOP:

Opportunity to take on a meaty role with “sky is the limit” approach to growth

Tight-knit collaborative team

LOCATION: San Francisco (Onsite)

COMPENSATION: Base salary: $140,000/yr – $180,000/yr + benefits (exact compensation will vary based on skills, experience, and expertise)

What are you waiting for? BURKE UP! Email your resumes today to: [email protected]

You can view our other open jobs at: www.burketalent.com (Refer a friend + get a taste of our generous referral bonus program)

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