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Executive Assistant

  • Executive Assistant
  • Full-time
  • Beverly Hills, CA
  • 85K - 115K USD a year

Our Wealth Management client is searching for an Executive Assistant to support a senior member of their leadership team, particularly in matters related to private equity investments. This role offers unparalleled exposure to complex financial operations and decision-making at the highest levels. The ideal candidate will blend meticulous organizational skills with financial acumen to support senior leadership in managing investments and strategic initiatives.


Key Responsibilities

  • Manage complex calendars for a senior executive, including scheduling high-stakes meetings and coordinating travel arrangements

  • Prepare materials for board meetings, investor presentations, and due diligence sessions

  • Liaise with various stakeholders to gather and synthesize information for executive decision-making

  • Draft and proofread correspondence, reports, and presentations related to private equity deals and portfolio management

  • Manage document flow and maintain organized filing systems for critical business and investment documents

  • Assist in coordinating due diligence processes and data room management for potential investments

  • Handle expense reports and manage administrative budgets

  • Serve as a primary point of contact for high-level internal and external stakeholders


Qualifications

  • Bachelor's degree in Business Administration, Finance, or related field

  • 5+ years of experience as an Executive Assistant, with a strong preference for private equity, investment banking, or related financial services background

  • Demonstrated understanding of private equity operations, deal structures, and industry terminology

  • Exceptional organizational skills with the ability to prioritize and manage multiple high-priority tasks simultaneously

  • Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint

  • Experience with financial modeling and data analysis software is a plus

  • Strong written and verbal communication skills

  • Adaptable and able to work effectively in a fast-paced, dynamic environment

  • Highest level of discretion and confidentiality