Executive Assistant to the Head of Fund Sales
Core
Provide high-level executive support to the Head of Fund Sales, managing complex calendars, travel, and stakeholder interactions within the alternative investment and fund sales industry.
Role type
Senior Executive Assistant to C-Suite/VP level
Builds
Operational efficiency and seamless coordination for the Fund Sales organization
Domain
Financial Services / Asset Management / Alternative Investments
Required skills
Calendar management, travel logistics, expense management, stakeholder communication, discretion, process improvement, Microsoft Office proficiency
Preferred skills
Financial services industry experience, CRM system familiarity (Salesforce)
Responsibilities
Own and strategically manage a complex calendar across internal leadership, asset-manager partner, and advisor engagements; coordinate meeting preparation, correspondence, and follow-ups; manage domestic travel and logistics for the Head of Fund Sales; coordinate CAIS-hosted events and conferences; track priority follow-ups and action items to ensure deliverables move forward; maintain orderly records and administrative processes.
Seniority
Senior, hands-on IC