Job Description

Company Overview:

Our client is a prestigious private equity and investment banking firm located in the heart of San Francisco. They specialize in providing high-level advisory and investment services to clients across a range of industries. We are seeking a proactive and detail-oriented Executive Assistant to provide seamless support for a Partner and Managing Director in a fast-paced and dynamic environment. Special perks of this role include over 20 days of paid vacation.

Industry: Private Equity & Investment Banking

Salary: 110 – 125k + OT + Discretionary Bonus

Responsibilities:

• Provide comprehensive administrative support to the Partner and Managing Director, including managing complex calendars, scheduling meetings, and organizing day-to-day activities.
• Coordinate extensive domestic and international travel arrangements, including flights, accommodations, ground transportation, and itinerary preparation.
• Act as a liaison between internal teams, clients, and external stakeholders, ensuring smooth communication and follow-ups.
• Prepare and organize materials for meetings, presentations, and conference calls, ensuring that the executives are well-prepared for each engagement.
• Handle a variety of administrative tasks, including drafting correspondence, processing expense reports, and managing confidential information.
• Maintain filing systems, both physical and digital, ensuring documents are properly organized and easily accessible.
• Assist with personal tasks for the executives when required, providing a high level of discretion and attention to detail.
• Support the management of key projects and events, ensuring that deadlines and objectives are met.
• Assist with ad-hoc tasks as needed, helping the team operate efficiently and effectively.

Qualifications:

• 3-5 years of experience as an Executive Assistant, supporting senior-level executives in a private equity, investment banking, or similarly fast-paced environment.
• Bachelor's degree or equivalent professional experience.
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Google Workspace.
• Strong organizational skills, attention to detail, and the ability to multitask in a high-pressure environment.
• Excellent written and verbal communication skills, with the ability to interact with executives, clients, and colleagues effectively.
• Proven ability to maintain discretion and handle confidential information with professionalism.
• Experience managing complex schedules and travel logistics, with the ability to prioritize effectively.
• Strong problem-solving skills and the ability to work independently while also being a team player.
• Proficiency with financial tools and systems used in investment banking or private equity, such as CRM platforms, portfolio management tools, or project management software (e.g., Salesforce, Asana, etc.).
• Ability to adapt to rapidly changing priorities and the capacity to anticipate the needs of the executives.
• High level of professionalism and the ability to represent the firm positively in all interactions.
• A proactive attitude, with the capability to identify issues and implement solutions before they become problems.
• Ability to work efficiently in a dynamic, fast-paced environment, handling multiple requests simultaneously while maintaining high-quality results.
• Strong attention to detail and commitment to providing high-level support in both administrative and personal capacities.

You can use to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

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