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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 managing complex travel logistics and maintaining accurate CRM records to enhance relationship management.
Highest-signal resume keywords
Calendar ManagementInvestment Management ExperienceWritten And Verbal Communication SkillsCRM ProficiencyTravel Coordination
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 ManagementTravel CoordinationCRM ManagementEmail ManagementItinerary Preparation
Soft Skills
PrioritizationAdaptabilityProfessionalismIntegrityInterpersonal Skills
Tools & Technologies
Google WorkspaceGmailGoogle CalendarZoomHubSpot
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 complex domestic and international travel
- Prepare detailed itineraries and manage trip logistics
- Adjust travel plans quickly when circumstances change
- Prepare the Founder for meetings by compiling relevant materials, background information, and relationship context
- Maintain accurate CRM records, including contacts, relationship histories, and investment pipeline activity
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, with the ability to manage competing demands and deliver accurate work under time pressure
- Excellent written and verbal communication skills, a positive and personable approach, and the confidence to anticipate needs and act independently
- A 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
- HubSpot experience is a plus
- A professional remote working environment
- Full-time availability during U.S. Eastern Time hours
- Resilience to navigate frequently changing priorities
