Executive Assistant/Project Manager at Midtown Investment Firm--5x a week in person
BCL Search · New York, New York, United States
FULL TIMEpermanent
Job Description
Our client, a leading diversified financial services and investment firm, is seeking a smart, proactive, and highly organized Executive Assistant to support four senior fund managers within its Alternative Fixed Income business. This is a high-impact role supporting a fast-moving and entrepreneurial team and will work closely with professionals across portfolio management, business development, and operations.
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
The ideal candidate is someone who genuinely enjoys being several steps ahead and takes real ownership over keeping a busy team organized and operating efficiently. In addition to complex calendars and travel, this person will help track deliverables, anticipate recurring needs, prepare for meetings, and coordinate across multiple teams and workstreams. They are looking for someone who can connect the dots, recognize what needs to happen before being asked, and gradually become a trusted point person for the executives they support.
This is a great opportunity for an EA who wants exposure to the investment side of the business and enjoys working in an environment where people are given meaningful responsibility and expected to continuously learn and grow.
RESPONSIBILITIESProvide high-level Executive Assistant support to four senior fund managers within Alternative Fixed IncomeManage complex and frequently changing calendars, proactively resolving conflicts and prioritizing time based on business needsCoordinate detailed domestic and international travel across multiple time zones, including itineraries and contingency planningPrepare agendas, briefing materials, and follow-up notes for internal and external meetingsBuild and maintain systems for tracking deliverables, follow-ups, and recurring commitments across multiple workstreamsAnticipate recurring meetings, reporting cycles, events, and other priorities that require advance planningCoordinate cross-functional initiatives and serve as a liaison between fund managers, business development, portfolio, and operations teamsHelp ensure communication, information, and outstanding items move efficiently across the broader teamProcess expense reports and invoices accurately and in a timely mannerAnticipate administrative needs and proactively address issues before they ariseHandle confidential and sensitive information with discretionTake on additional administrative and team-related projects as needed
REQUIREMENTS7+ years of experience supporting senior professionals in a fast-paced financial services, technology, or professional services environmentExperience supporting portfolio management, investment, or business development professionals strongly preferredDemonstrated ability to manage complex calendars for multiple senior professionalsStrong domestic and international travel coordination experience across multiple time zonesExceptionally organized with the ability to manage multiple priorities and deadlines simultaneouslyProactive and forward-thinking with strong instincts around anticipating needs and identifying potential issuesStrong ability to connect dots across xzbcwsv people, priorities, and workstreamsExcellent written and verbal communication skills, including polished correspondence on behalf of senior leadersStrong judgment and discretion when handling confidential informationResourceful and comfortable operating independently with minimal oversightStrong attention to detail and follow-throughProficiency with Microsoft Office and common collaboration toolsExperience using AI tools to improve individual or team productivity is a plusHOURS & LOCATIONMonday through Friday, 9:00 AM–5:30 PMFully in-office, 5 days per weekFlexibility for occasional extended hours as needed
COMPENSATION & BENEFITS$175–250K total compensation, including base salary (base up to $200K) + discretionary bonus100% employer-paid medical, dental, and vision coverage401(k) with 4% employer matchUnlimited PTOComprehensive benefits package and additional employee perks
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
The ideal candidate is someone who genuinely enjoys being several steps ahead and takes real ownership over keeping a busy team organized and operating efficiently. In addition to complex calendars and travel, this person will help track deliverables, anticipate recurring needs, prepare for meetings, and coordinate across multiple teams and workstreams. They are looking for someone who can connect the dots, recognize what needs to happen before being asked, and gradually become a trusted point person for the executives they support.
This is a great opportunity for an EA who wants exposure to the investment side of the business and enjoys working in an environment where people are given meaningful responsibility and expected to continuously learn and grow.
RESPONSIBILITIESProvide high-level Executive Assistant support to four senior fund managers within Alternative Fixed IncomeManage complex and frequently changing calendars, proactively resolving conflicts and prioritizing time based on business needsCoordinate detailed domestic and international travel across multiple time zones, including itineraries and contingency planningPrepare agendas, briefing materials, and follow-up notes for internal and external meetingsBuild and maintain systems for tracking deliverables, follow-ups, and recurring commitments across multiple workstreamsAnticipate recurring meetings, reporting cycles, events, and other priorities that require advance planningCoordinate cross-functional initiatives and serve as a liaison between fund managers, business development, portfolio, and operations teamsHelp ensure communication, information, and outstanding items move efficiently across the broader teamProcess expense reports and invoices accurately and in a timely mannerAnticipate administrative needs and proactively address issues before they ariseHandle confidential and sensitive information with discretionTake on additional administrative and team-related projects as needed
REQUIREMENTS7+ years of experience supporting senior professionals in a fast-paced financial services, technology, or professional services environmentExperience supporting portfolio management, investment, or business development professionals strongly preferredDemonstrated ability to manage complex calendars for multiple senior professionalsStrong domestic and international travel coordination experience across multiple time zonesExceptionally organized with the ability to manage multiple priorities and deadlines simultaneouslyProactive and forward-thinking with strong instincts around anticipating needs and identifying potential issuesStrong ability to connect dots across xzbcwsv people, priorities, and workstreamsExcellent written and verbal communication skills, including polished correspondence on behalf of senior leadersStrong judgment and discretion when handling confidential informationResourceful and comfortable operating independently with minimal oversightStrong attention to detail and follow-throughProficiency with Microsoft Office and common collaboration toolsExperience using AI tools to improve individual or team productivity is a plusHOURS & LOCATIONMonday through Friday, 9:00 AM–5:30 PMFully in-office, 5 days per weekFlexibility for occasional extended hours as needed
COMPENSATION & BENEFITS$175–250K total compensation, including base salary (base up to $200K) + discretionary bonus100% employer-paid medical, dental, and vision coverage401(k) with 4% employer matchUnlimited PTOComprehensive benefits package and additional employee perks
Details
| Company | BCL Search |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | hr |
| Experience | permanent |