Midtown investment bank is seeking an Executive Assistant out of financial services to support a Managing Partner in technology along with the team. Must have 5 plus years of experience working as an Executive Assistant in financial services. This role supports s all aspects of their daily work, including—but not limited to—managingcomplex calendars, coordinating meetings, arranging travel, processing expenses, overseeing office logistics, andleading ad hoc projects. The ideal candidate is detail-oriented, highly organized, and capable of multitasking in afast-paced environment. Strong interpersonal communication skills, sound judgment, and a consistentlyprofessional demeanor are essential.
About us:
Leading financial advisory firm with a legacy as one of the oldest independent investmentbanks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital marketssolutions and activism defense across a range of industries. Our difference is that we offer unmatched industry knowledge in the sectors we cover, providing the mostcomprehensive strategic solutions, tailored to generate long-term shareholder value. Our bankers live and breathethe sectors they advise on, providing unparalleled analysis, understanding and access.
Key Responsibilities:- Schedule and organize appointments, meetings, and events. Ensure that the executive's time is well managed and optimize their schedule based on priorities.
- Plan and organize travel, including flights, hotels, transportation, and itineraries. Ensure travel logistics aresmooth and cost-effective through Navan.
- Organize and schedule meetings, including booking meeting rooms, preparing agendas, and ensuring thatall necessary materials and participants are available. Follow up on action items from meetings.
- Handle and track expenses, prepare reports, and assist in budget preparation through Certify.
- Handle confidential information with discretion, ensuring privacy and security of sensitive data.
- Act as a liaison between executives and internal teams or clients. Communicate directives, follow up onrequests, and ensure alignment across departments.
- Track and update DealCloud daily to maintain accurate records of management meetings and ensurevisibility for the team.
Skills and Qualifications:- Bachelor’s degree is preferred.
- At least 2-4 years of experience in an administrative support role, with a strong preference for executive level support experience.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Strong ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-pacedenvironment.
- Excellent written and verbal communication skills, with the ability to interact professionally with internaland external stakeholders
