Executive Assistant
Core
Provide high-level administrative support to the Chief Investment Officer (CIO) and partner within the Investment Portfolio Management organization to maximize leadership effectiveness.
Role type
Senior Executive Assistant (C-Suite)
Builds
Executive efficiency and seamless business operations for the Investment Portfolio Management organization
Domain
Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Calendar management, complex priority coordination, presentation creation, confidential information handling, travel and expense management, meeting logistics, filing and record keeping, risk monitoring
Preferred skills
Investment management industry experience, trusted delegate authority, proactive problem solving, military or military spouse experience, Concur proficiency
Technologies
Microsoft Office (Word, Excel, Outlook, PowerPoint), Concur
Responsibilities
Manage executive calendars, communications, and business activities; prepare presentations and correspondence; coordinate meetings and events; manage travel and expense reporting; maintain filing systems and generate reports; support onboarding/offboarding processes; monitor business activity risks
Seniority
Senior, hands-on IC
