We’re looking for an exceptionally organized, polished, proactive, and trustworthy Executive Assistant to support the CEO and help keep critical business opportunities moving forward.
This is not a traditional calendar-management role. You’ll act as a high-level executor, managing the CEO’s investor pipeline, coordinating priorities, conducting research, and ensuring follow-ups and deliverables never fall through the cracks.
What You’ll Do
- Manage and maintain the investor/capital markets pipeline
- Organize information from emails, calls, and meeting summaries
- Track follow-ups, next steps, and key deliverables
- Conduct research and prepare relevant information for the CEO
- Support conferences, travel, appointments,
and itineraries
- Coordinate meetings through conference matchmaking platforms
- Support other business areas when needed
What We’re Looking For
- 5+ years of relevant experience preferred
- Background in financial services
- Experience with pipeline management, coordination, and research
- Highly organized with exceptional follow-through
- Proactive, independent, and comfortable managing multiple priorities
- Strong ability to turn conversations and information into clear action items