Investor Relations Executive Assistant-Private Equity-Hybrid

Job Description

Job Description

The Windfall is partnering with a Private Equity firm that is seeking to hire an Executive Assistant. This is working at their midtown, Manhattan office.

You will be supporting the Head of Investor Relations. The ideal candidate will have the ability to work in a fast-paced dynamic environment while multitasking, project managing, and demonstrating forward thinking.

You will be working with cross-functional partners and must be collaborative and able to build relationships. This opportunity will also require heavy Roadshow Planning, Project Management and PA projects as needed.

This role is working in the office Monday-Thursdays, WFH Fridays from 8 : 00am-6 : 00pm with the flexibility for overtime and accessibility as needed.

RESPONSIBILITIES

Calendar Management / Scheduling / Meeting Preparation

• Schedule and coordinate internal and external calls and meetings with high-profile, senior stakeholders in multiple time zones.
• Own the preparation of materials for these meetings (printing, binding, etc.); PowerPoint and Excel skills will be critical.
• Prep Head of IR before meetings by ensuring she has proper materials in advance, and check-in after meetings to manage follow-ups / takeaways.
• Regularly monitor and adjust calendars given the dynamic nature of the firm’s business.
• Plan heavy domestic and international travel and transportation for business trips (airfare, visas, hotels, etc.).
• Coordinate and manage lunch and dinner reservations for investor meetings.

Investor Relations Support

• Organize and coordinate all aspects of Roadshows including creating the itinerary, preparing tear sheets, and printing materials.
• Input and maintain data (meeting notes, interactions, contact details, etc.) in the Firm’s CRM (DealCloud).
• Maintain and update firmwide materials (website, presentations, business cards, branded items) as needed.
• Assist with the organization, coordination, and execution of the Annual General Meeting.

Project and Event Management

Organize, plan, coordinate, and manage the day-of activities for special projects and events. This includes assisting with the research, selection, and coordination of venues, menu selection, contract negotiation, and overall execution (Annual General Meeting with 100+ investors, Women in Private Equity Breakfast, etc.).

Core Administrative Execution

• Prepare and submit expense reports and reimbursements in a timely fashion.
• Run errands as requested.

REQUIREMENTS

• Bachelor’s Degree required
• 5+ years supporting C-suite executives in PE, HF, or AM experience is a requirement
• Previous Investor Relations EA team experience is a requirement
• Experience managing travel itineraries, meeting planning, and conference calls (including different time zones)
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) and Outlook
• Self-starter who demonstrates initiative and a team player mentality
• Able to multitask and pivot / reprioritize as new information emerges
• Thinks proactively and anticipates / sees around corners
• Uses critical thinking to solve problems
• Communicates with speed and transparency
• Strong attention to detail and uses discretion with confidential matters
• Able to partner / influence others by diplomatically communicating with sector teams and admins (peers) to achieve alignment

PACKAGE

$120,000-140,000 Base Salary

Discretionary Bonus Based on Individual & Firm Performance

100% Covered Benefits

401k with Match

Commuter Benefits

Lunch Provided Daily