Associate, Executive Assistant - Investments

Description

• Maintain organized and current digital filing systems for investment documents, NDAs, LOIs, diligence materials, and investor correspondence.
• Partner with internal teams (Acquisitions, Institutional Investments, Wealth Management) to coordinate inputs connected to transactions and portfolio activities.
• Support budgeting, invoice processing, and vendor coordination for the Investments function.
• Serve as the primary support partner for the CIO and Investments leadership team, anticipating needs and managing day-to-day priorities with discretion and judgment.
• Coordinate and prepare executive briefing materials, investment memos, presentations, agendas, and follow-up documentation for internal and external meetings.
• Plan and execute complex domestic and international travel itineraries, including multi-country routing, visas, accommodations, and ground transportation.
• Manage expense reporting and reconciliation with accuracy and timeliness.
• Coordinate special projects for the CIO, including research requests, strategic initiatives, and executive communications.
• Assist in organizing investor and partner meetings, property tours, and on-site visits, ensuring a polished and professional experience.
• Support the Investments Leadership team with administrative coordination, data requests, document organization, and portfolio logistics.
• Manage confidentiality and sensitive information with extreme discretion.
• Contribute to improving internal processes, workflows, and systems to support efficiency and growth.
• Screen, prioritize, and respond to communications on behalf of the CIO as appropriate; facilitate smooth information flow across departments and with external partners.
• Manage dynamic calendars across multiple time zones, ensuring alignment with key transaction milestones, investor requirements, and strategic initiatives.
• Assist with the preparation and tracking of deal pipelines, investment timelines, transaction checklists, and closing processes.
• Prepare detailed travel briefs, including market insights, meeting materials, itineraries, and contact sheets.
• Ensure all travel aligns with investor meetings, site visits, conferences, and diligence requirements.
• Support communication and scheduling with external stakeholders, including institutional investors, lenders, development partners, and brokerage teams.

Requirements

• 5+ years of experience supporting senior executives, ideally within investment management, private equity, real estate, financial services, or related industries.
• Strong business writing, communication, and presentation preparation skills.
• Experience supporting investment teams highly preferred.
• Confident working with senior executives, investors, and external partners.
• Proactive, anticipatory, and solutions-oriented.
• Must be able to complete all physical requirements of this role with or without a reasonable accommodation
• High level of professionalism, confidentiality, and judgment.
• Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) and collaboration tools (SharePoint, Teams, Adobe, DocuSign).
• Highly detail-oriented, polished, and reliable.
• Bachelor’s degree preferred.
• Exceptional project management, organizational, and prioritization skills; ability to manage competing deadlines.
• Thrives in a fast-paced, evolving, transaction-driven environment.
• Demonstrated experience coordinating complex international travel and multi-time-zone scheduling.
• Strong EQ with the ability to build trust and act as an extension of the CIO.

Benefits

• Monthly workshop weeks; fewer meetings & more collaboration
• Paid Parental Leave that begins after 90 days
• Paid volunteer time off to give back to your community
• Paid flexible PTO to disconnect or celebrate life milestones
• Monthly phone reimbursement
• Employee Assistance Program (EAP) for access to confidential support services
• Company retirement options including 401(k) + matching & Roth account option
• Competitive pay that values your contributions
• Wellness allowance and perks, including a yearly subscription to a meditation app
• Incentives designed to reward your achievements
• Robust health plan options that begin within at least 30 days of your employment
• An environment that provides you with a voice to share your perspectives
• Hybrid or remote work options may vary by role to support work-life balance
• Paid 15 holidays, including your birthday, to disconnect and celebrate

Training + Development

Interview process

Visa Sponsorship

Security clearance