Executive Assistant

Are you an experienced, detail-oriented Executive Assistant with a strong background in financial services? We’re seeking a polished, proactive, and high-performing EA to support our clients Portfolio Managers and their teams within a fast-paced, dynamic Global Equities environment. This is a unique opportunity to work with a high-caliber investment team where precision, professionalism, and efficiency are key.

Title: Executive Assistant – Global Equities

Location: New York, NY

Type: Full-time, Overtime-Eligible

Compensation Range: $90,000 – $115,000 base + OT

What You’ll Do:

Provide day-to-day administrative support to multiple Portfolio Managers and investment teams

Coordinate and manage high volumes of internal and external meetings, ensuring smooth calendar operations

Arrange complex domestic and international travel through internal systems

Track broker meetings and corporate access in internal databases

Collect, organize, and distribute key research materials and financial documents

Prepare and process team expense reports in a timely manner

Liaise with broker sales teams to strategically plan meetings and conference attendance

Ensure your team is fully prepped and ready to go—every time

Who You Are:

Bachelor’s degree required

3–5 years of EA experience, ideally supporting investment teams or within financial services (equities experience highly preferred)

Highly organized with exceptional attention to detail

Excellent calendar and time management skills—able to juggle multiple priorities with precision

Tech-savvy and proficient in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)

A resourceful self-starter who anticipates needs and follows through

Collaborative and confident

Why You’ll Love This Role:

Exposure to top-tier investment professionals and a highly analytical environment

Collaborative team dynamic that values initiative and drive

Competitive compensation structure with overtime eligibility