Executive Assistant to Founder
3 weeks ago
We are a boutique financial research and investment intelligence firm that works with our clients on exclusive and customized mandates. Our culture is built on hard work, meritocracy, and a relentless commitment to delivering value to our clients. We believe in doing what it takes to meet and exceed expectations—success here means focusing on outcomes, not the clock. If you’re passionate about making an impact and thrive in a high-energy, no-excuses environment, this is the place for you.
The firm was founded by a seasoned investment professional with several years of experience conducting detailed financial and investment due-diligence along with investigative research for international alternative investment and M&A advisory firms. The firm recently secured backing from a US based family office and is looking to scale rapidly over the near future.
We are seeking a highly organized, resourceful, and proactive Executive Assistant (EA) to support the Founder. As the EA, you will play a pivotal role in enabling the Founder to operate at peak efficiency by managing administrative, strategic, and personal tasks. This role requires a confident professional who can operate independently, anticipate needs, and thrive in a fast-paced, high-growth environment.
Key Responsibilities
Executive Support
- Manage and optimize the Founder’s calendar, ensuring seamless scheduling and prioritization.
- Handle email correspondence, drafting responses and flagging urgent matters.
- Proactively anticipate and manage the Founder’s daily workflow and time management.
- Coordinate and manage travel plans, itineraries, and logistics for business and personal travel.
- Act as a gatekeeper and liaison to internal/external stakeholders, ensuring clear and timely communication.
Strategic & Operational Support
- Assist with special projects such as hiring/BD, research, and creating presentations.
- Support deal flow management by organizing calls, managing investor, client, or partner relationships.
- Help track and prioritize tasks, ensuring deadlines and objectives are met.
- Conduct research on relevant markets, competitors, and opportunities as needed.
Administrative & Personal Support
- Manage expense reports, invoices, and other administrative tasks.
- Handle personal/family errands, scheduling, investment related tasks to free up Founder’s focus.
- Support event planning, such as team offsites, or networking dinners.
- Maintain confidentiality and discretion with all sensitive information.
Skills & Qualifications
- 6 months+ experience supporting senior executives.
- Exceptional organizational and time management skills with acute attention to detail.
- Ability to prioritize, multi-task, and make sound decisions in fast-paced environments.
- Strong written and verbal communication skills.
- Advanced proficiency in Microsoft Office, Google Workspace, and tools like Slack, Zoom, and CRMs.
- Adept at managing confidential and high-stakes information with discretion.
- Exceptional problem-solving and proactive anticipation skills.
- Ability to work independently and adapt to shifting priorities.
Preferred
- Experience working in a startup or entrepreneurial environment.
- Familiarity with use of platforms such as teams, outlook, calendly etc.
- Familiarity with financial processes (e.g., managing invoices, budgeting).
- Strong professional network to facilitate introductions and external coordination.
What We Offer
- Competitive salary and benefits.
- A dynamic and fast-growing environment with plenty of learning opportunities.
- Unbureaucratic approach to problem solving
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