Bloom Talent
Executive Assistant to Founder of Investment Firm
Bloom Talent, New York, New York, us, 10261
Investment advisory firm combining deep financial services expertise with technology is looking for an Executive Assistant to support their Founder. This is an incredible opportunity to gain invaluable exposure to the inner workings of an investment firm and grow in your role! You will provide core admin support to the Founder through calendar management, travel coordination, overseeing compliance and regulatory filings, and some light office management and personal support. Someone who is a forward-thinker, who is proactive and takes initiative to look ahead. This is an in-office role based in Upper West Side Manhattan, near Central Park. 85-120K+ DOE + benefits, equity, and flexible PTO
Responsibilities:Manage scheduling and calendar for Founder, ensuring efficient use of time and coordination of meetings.Assist with inbox management and triaging emails, taking appropriate actions as needed, such as completing and sending documents, while monitoring flagged and threaded emails.Oversee compliance and regulatory filings for the fund, coordinating with relevant parties to ensure all necessary documents are submitted and followed up on.Assist with travel arrangements for occasional business trips (2-3 times a year), including coordination with international partners.Provide light office management support, such as stocking supplies and maintaining a functional workspace.Assist with personal tasks, including family-related matters like scheduling and managing travel for family members.Help with the hiring process by scheduling interviews and potentially conducting initial candidate screenings.Qualifications:
Previous experience as an Executive Assistant or similar role is preferred. Strong interest in investing, finance, and trading is a plus!Proficiency with technology, including managing spreadsheets and basic office tools.Ambitious, excited, and eager to learn, with a willingness to take on any task necessary to get the job done.Ability to take initiative, look ahead, and organize tasks without being asked, demonstrating resourcefulness and proactivity.Self-motivated and capable of proving value by identifying and executing tasks beyond assigned responsibilities, particularly in a dynamic, less structured work environment.
*Please Note: Your application will be considered for all open positions. You do not need to apply for multiple roles.
Responsibilities:Manage scheduling and calendar for Founder, ensuring efficient use of time and coordination of meetings.Assist with inbox management and triaging emails, taking appropriate actions as needed, such as completing and sending documents, while monitoring flagged and threaded emails.Oversee compliance and regulatory filings for the fund, coordinating with relevant parties to ensure all necessary documents are submitted and followed up on.Assist with travel arrangements for occasional business trips (2-3 times a year), including coordination with international partners.Provide light office management support, such as stocking supplies and maintaining a functional workspace.Assist with personal tasks, including family-related matters like scheduling and managing travel for family members.Help with the hiring process by scheduling interviews and potentially conducting initial candidate screenings.Qualifications:
Previous experience as an Executive Assistant or similar role is preferred. Strong interest in investing, finance, and trading is a plus!Proficiency with technology, including managing spreadsheets and basic office tools.Ambitious, excited, and eager to learn, with a willingness to take on any task necessary to get the job done.Ability to take initiative, look ahead, and organize tasks without being asked, demonstrating resourcefulness and proactivity.Self-motivated and capable of proving value by identifying and executing tasks beyond assigned responsibilities, particularly in a dynamic, less structured work environment.
*Please Note: Your application will be considered for all open positions. You do not need to apply for multiple roles.