CareerPlan

Executive Assistant, Investment Banking

New York, NY, USFull-time$85k–$100k2026-11-05 → 2026-11-09

Core

Provides dedicated administrative support to Managing Directors, Directors, and Analysts/Associates in Investment Banking.

Role type

Senior Executive Assistant

Builds

Administrative operations for senior leadership team

Domain

Investment Banking / Financial Services

Deliverable

dashboards & analysis

Required skills

Calendar management, expense reporting, meeting minutes, correspondence screening, document formatting, travel coordination, confidentiality management, regulatory compliance awareness, stakeholder communication, workflow prioritization

Preferred skills

None stated

Technologies

None stated

Responsibilities

Manage executives' schedules including meetings, conferences, and travel; manage expenses and prepare periodic reports; format information for internal and external communication; take minutes during meetings; screen and direct phone calls; act as point of contact among executives, employees, clients, and external partners.

Seniority

Mid-level, limited supervision