Executive Assistant
Hybrid
Core
Empower the Infrastructure and Real Assets Investment Team with administrative support, deal tracking, and client coordination.
Role type
Senior Executive Assistant (Financial Services)
Builds
Team operations, client updates, and deal tracking workflows
Domain
Financial Services / Real Assets / Infrastructure
Deliverable
dashboards & analysis
Required skills
Written and verbal communication, Organization, Time management, Microsoft Office Suite, Salesforce
Preferred skills
Financial Services experience, Deal Cloud platform familiarity
Responsibilities
Coordinate team activity, Record deal and client updates, Log client updates and fund-related activity in Salesforce, Track new deals and GP engagement in Deal Cloud, Prepare monthly expense reimbursement reports, Coordinate travel arrangements
Seniority
Mid-Senior, hands-on IC