Executive Assistant Job at North Bridge Staffing Group in New York

Job Title: Executive Assistant (Direct Hire)

Location: NY, NY (Midtown Manhattan); Fully onsite Monday - Friday

Compensation: $100-120K base salary | $130-170K total compensation

Overview:

We are seeking a highly organized and proactive Executive Assistant to provide support to two teams (~8 people total), with a primary focus on supporting a Portfolio Manager (PM). This role requires someone who can manage complex scheduling, respond to high volumes of vendor emails, and maintain research files. A key aspect of the role is assisting with corporate access points, such as coordinating roadshows, field trips, and external broker meetings.

Key Responsibilities:

1. Team Support:

• Calendar Management: Handle coordination of internal/external meetings, manage Corporate Access events, resolve calendar conflicts, and plan holistic schedules.
• Email Management: Respond to and prioritize PM emails; review vendor emails to identify valuable opportunities and conferences.
• Meeting Support: Coordinate and attend weekly team meetings and town halls; take detailed notes and manage action items.
• Travel & Expenses: Prepare detailed travel itineraries, book accommodations, and process corporate credit card transactions.

2. Corporate Access Collaboration:

• Event Coordination: Schedule roadshows, field trips, Investor Relations (IR) calls, and quarterly IR updates.
• Corporate Access Monitoring: Maintain and update a Watchlist for key events and conferences; track schedules and ensure all meetings align with investment strategies.
• Broker Relationship Management: Collaborate with external brokers to set up meetings with the PM for potential investments.

3. Ad-Hoc Support:

• Onboarding & Exits: Assist with onboarding new team members and managing team exits.
• Broker Vote: Participate in bi-annual Broker Vote.
• Portfolio Manager Support: Handle special requests, coordinate with Help Desk for any technical needs, and provide general team assistance as needed.

Qualifications:

• Previous experience as an Executive Assistant supporting a team or senior leadership, preferably in finance or investment management. Minimum of 3-5 years experience required.
• Bachelor's Degree required.
• Proven experience scheduling roadshows, field trips, and working with corporate access or having exposure to corporate access activities.
• Strong organizational and communication skills, with the ability to prioritize tasks effectively.
• Experience working with external brokers and managing high volumes of emails from vendors.