Strategic Group

Administrative Assistant

• Provide administrative and logistical support to multiple Directors and Managing Directors on the Private and Public Markets teams
• Manage complex calendars and coordinate internal and external meetings across time zones
• Anticipate scheduling conflicts, confirm meeting details, and ensure adequate preparation and travel time
• Arrange domestic and international travel, including flights, hotels, ground transportation, and detailed itineraries
• Coordinate visa requirements, foreign currency needs, and other travel logistics
• Assist with itinerary changes as needed
• Prepare, reconcile, and submit expense reports
• Collect receipts, verify supporting documentation, and follow up on outstanding items
• Prepare and distribute team meeting agendas and compile materials
• Coordinate meeting logistics and track follow-up items
• Maintain contact information, meeting records, and team documents in Salesforce and SharePoint
• Prepare, format, and proofread correspondence, presentations, and other materials using Microsoft Office
• Interact professionally with colleagues, investment managers, clients, and external contacts
• Partner with administrative staff and internal departments to support team priorities and provide coverage
• Handle confidential and sensitive information with care and sound judgment

Explore Administrative Assistant – Private/Public Markets at Strategic Group. Review requirements and application details.

Administrative Assistant – Private/Public Markets

Financial Planning and Analysis

• Lead Strategic's overall financial strategy and provide accurate, timely financial information to the CEO, executive leadership team, and Board
• Present financial performance, forecasts, liquidity, and financial risk to the Board and its Audit & Finance Committee
• Oversee the general ledger and monthly, quarterly, and annual close processes
• Ensure financial statements are prepared accurately and in accordance with applicable accounting standards
• Own annual budgeting, rolling forecasts, long-range financial planning, scenario analysis, and management reporting
• Oversee client billing, management-fee calculations, accounts receivable, and revenue recognition
• Manage cash, banking relationships, liquidity, balance sheet, and capital planning
• Oversee accounts payable, accounts receivable, expense management, payroll-related financial controls, tax planning and compliance, and other core financial processes
• Lead relationships with external auditors and maintain a strong internal-control environment
• Partner with the General Counsel and Chief Compliance Officer on regulatory compliance and financial records and controls
• Assess and communicate financial and operational risks; oversee insurance coverage and finance-related vendor relationships
• Support RFPs, due diligence, and finance-related inquiries from institutional clients, boards, investment committees, and auditors
• Build, lead, and develop the finance and accounting team
• Oversee the finance technology environment, including accounting, budgeting, reporting, and related systems
• Serve as a member of the executive leadership team and advise on growth strategies, capital allocation, pricing, organizational investments, and strategic decisions
• Oversee corporate tax planning, filings, and compliance; support financial governance and coordinate with external advisers and Board committees

Explore Chief Financial Officer at Strategic Group. Review requirements and application details.

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Administrative Assistant – Private/Public Markets

Chief Financial Officer