CareerPlan

Senior Administrative Assistant, Direct Lending

New York City, NYFull-time$90k–$110k2026-07-31 → 2026-11-11
Hybrid

Core

Provide executive support to Senior Managing Directors and a broader team of investment professionals across scheduling, travel, expenses, and meeting logistics.

Role type

Senior Administrative Assistant (Financial Services)

Builds

Administrative workflows and meeting materials for the Direct Lending Team

Domain

Asset Management / Direct Lending

Deliverable

dashboards & analysis

Required skills

Calendar management, Travel coordination, Expense reporting, Meeting logistics, Process improvement, Stakeholder liaison

Preferred skills

Financial services experience, AI tool proficiency, Event coordination

Technologies

Microsoft Office Suite, Adobe Acrobat DC, Concur, Teams

Responsibilities

Manage complex calendars and travel for multiple executives; Coordinate Investment Committee meetings and governance; Serve as liaison between investment professionals and internal teams; Support Talent Acquisition programs; Identify process improvements and build scalable administrative workflows.

Seniority

Senior, hands-on IC