Project and Executive Assistant
Core
Provide executive and project support to investment leaders, manage complex calendar logistics, coordinate global events, and generate research reports.
Role type
Senior Project and Executive Assistant
Builds
Internal meeting materials, client/board presentation decks, and timely research reports for investment teams
Domain
Global Investment Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advanced Microsoft Excel proficiency, document management and creation, calendar management, travel coordination, expense reporting, multi-tasking under pressure, meeting planning, supply management
Preferred skills
Project management experience, proficiency with new investment research tools (e.g., AI tools)
Technologies
Microsoft Office 2010 (Word, Excel, PowerPoint), Adobe Acrobat
Responsibilities
Assist with Global Investor Forum activities, generate research reports using market data, advocate for equity investors, prepare internal and client presentations, coordinate travel and expenses, manage calendars and meetings, order meeting supplies
Seniority
Mid-level, hands-on support
