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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in calendar management, prioritization, and communication while supporting senior executives in investment management or financial services. Proficient in maintaining CRM records and adapting to changing priorities in a fast-paced environment.
Highest-signal resume keywords
Calendar ManagementInvestment Management ExperienceCRM ProficiencyWritten And Verbal CommunicationTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Calendar ManagementCRM ManagementTravel CoordinationMeeting PreparationData Organization
Soft Skills
Positive ApproachProfessionalismIntegrityAdaptabilityResilience
Tools & Technologies
GmailGoogle CalendarGoogle WorkspaceZoom
Industry Keywords
Investment ManagementPrivate EquityVenture CapitalFamily OfficeFinancial Services
About the role
Key responsibilities & impact- Own the Founder’s calendar, coordinating investor, portfolio, and deal-related meetings across multiple time zones
- Anticipate conflicts, prioritize competing demands, and adapt quickly as schedules change
- Manage the Founder’s inbox, triaging correspondence and flagging time-sensitive and deal-critical matters
- Ensure timely follow-up across key relationships and active investment opportunities
- Coordinate domestic and international travel, including itineraries and trip logistics
- Adjust travel plans quickly when circumstances change
- Prepare the Founder for meetings by compiling materials, background information, and relationship context
- Maintain accurate CRM records, including contacts, relationship histories, and investment pipeline activity
- Support broader operational responsibilities as the firm grows
Requirements
What you’ll need- At least three years supporting senior executives, partners, or principals
- Experience in investment management, private equity, venture capital, a family office, or financial services is strongly preferred
- Strong calendar management and prioritization skills
- Ability to manage competing demands and deliver accurate work under time pressure
- Excellent written and verbal communication skills
- Positive and personable approach
- Confidence to anticipate needs and act independently
- High degree of integrity, professionalism, and diplomacy when handling confidential information and sensitive relationships
- Advanced proficiency with Gmail, Google Calendar, and Google Workspace
- Strong working knowledge of Zoom and CRM platforms
- Professional remote working environment
- Full-time availability during U.S. Eastern Time hours
- Resilience to navigate frequently changing priorities