Executive Assistant

• Coordinate assembly and distribution of Investment Committee meeting materials
• Draft and distribute Investment Committee minutes, manage Legal signatures, and maintain meeting archives
• Schedule and reserve meeting rooms for team and investment manager meetings
• Manage AV, facilities, hospitality, and catering needs
• Research and book comprehensive domestic and international travel itineraries and secure visas
• Maintain travel spreadsheets and work with Concur/Lightning and internal purchasing and procurement teams
• Create and reconcile requisitions, expense reports, and purchasing card transactions in Workday
• Monitor departmental budgets, request quotes, and process contracts through execution
• Order and maintain office supplies, equipment, and technology
• Maintain filing structures across Dynamo and the shared drive for confidential investment documents
• Greet external guests and provide hospitality
• Assist with compliance documentation, subscription documents, and other projects directed by the Chief Investment Officer
• Identify and implement workflow improvements for scheduling, document management, and office administration

Investment Office Coordinator, Executive Assistant

• Provide high-level administrative and strategic support to executives
• Anticipate leaders’ needs and prepare meeting materials, briefing documents, and agenda items
• Monitor deadlines and follow up on action items
• Be reachable outside regular working hours as needed
• Support the design and execution of department All Hands meetings
• Manage executive calendars, interview scheduling, appointments, and internal/external meetings
• Keep leaders informed of commitments and responsibilities
• Act as a barometer for issues and keep leaders updated
• Optimize schedules and resolve conflicting priorities
• Liaise between leaders and internal/external stakeholders
• Handle correspondence, emails, and phone calls professionally and confidentially
• Facilitate communication between leaders and internal departments
• Draft, proofread, and edit memos, reports, presentations, and emails
• Arrange complex travel itineraries, including flights, accommodations, ground transportation, and visas
• Coordinate logistics for meetings, conferences, and onsite/offsite events
• Organize and maintain confidential information, documents, and files
• Conduct research and prepare reports and presentations
• Manage weekly expense reporting and reimbursement
• Perform delegated tasks, appointment-calendar maintenance, and day-to-day errands
• Anticipate personal needs and handle unexpected situations

Senior Executive Assistant

• Manage the day-to-day schedule for the SVP of People, including calendaring, booking internal and external meetings, and other commitments
• Coordinate internal and external meetings, including 1:1s, board meetings, and partner meetings, and assist with related documentation
• Oversee travel arrangements and logistics for the leadership team, including flights, accommodations, schedules, and expense reconciliation
• Serve as a strategic partner to the executive, orchestrating cross-functional initiatives to improve productivity and effectiveness
• Work with department leads on strategic planning, priorities, and executive productivity
• Manage day-to-day operations of part of the EA team, including 1:1s, performance management, and career development
• Manage the broader EA team to promote collaboration, communication, and efficiency
• Identify ways to add value, optimize operations and processes, and proactively support leadership
• Coordinate team events and community-building activities
• Communicate with internal and external stakeholders while maintaining strict confidentiality

Manager, Executive Assistants

• Manage day-to-day schedules for the sales leadership team, including calendaring and booking meetings and commitments
• Coordinate internal and external meetings and assist with related documentation
• Arrange international and domestic travel and logistics, including flights, accommodations, scheduling, and expense reconciliation
• Identify ways to add value and proactively improve leadership productivity
• Optimize operations and processes and share ideas with the team
• Support special projects such as team events, offsites, and community-building activities
• Communicate with internal and external stakeholders while maintaining strict confidentiality
• Create and maintain internal documentation, share knowledge, and format leadership communications
• Work cross-functionally to support sales leadership and the company

Executive Assistant, Sales

• Manage day-to-day schedules for the Communications and Marketing leadership team, including calendaring and booking meetings and commitments
• Coordinate internal and external meetings and assist with related documentation
• Arrange international and domestic travel and logistics, including flights, accommodations, scheduling, and expense reconciliation
• Identify ways to add value and proactively take on tasks that improve leadership-team productivity
• Optimize operations and processes and share ideas with the team
• Support special projects such as team events, offsites, and community-building activities
• Communicate with internal and external stakeholders while maintaining strict confidentiality
• Create and maintain internal documentation, share knowledge, and format leadership-team communications

Executive Assistant – Communications, Marketing

• Own and prioritize the CEO’s calendar and time, protect focus time, anticipate conflicts, and plan several weeks ahead
• Ensure the CEO has the context, materials, agendas, and follow-ups needed for meetings and important commitments
• Manage CEO travel, scheduling, expenses, reservations, and other administrative logistics end to end
• Coordinate executives, board members, investors, candidates, customers, and other key stakeholders
• Track deadlines, follow-ups, and action items so CEO commitments are completed
• Support high-priority projects, meetings, company events, and CEO priorities with the Chief of Staff, Head of Operations, Workplace Operations, and other leadership
• Maximize CEO effectiveness by creating proactive structure and preparation

• Support the smooth day-to-day operation of the Home Office
• Support two senior leaders with calendar and scheduling coordination, reporting projects, and expense reports
• Welcome employees, visitors, candidates, and vendors and ensure a professional, hospitality-focused experience
• Manage meeting room readiness, supply inventory, mail, deliveries, office equipment, and shared spaces
• Coordinate office communications, calendars, meeting logistics, and room reservations
• Partner with building management, facilities teams, IT, security, and external vendors to resolve workplace needs, repairs, and service requests
• Support workspace preparation, access coordination, office orientation, and equipment readiness
• Assist with planning and setup for internal meetings, trainings, employee events, leadership visits, and office-wide activities
• Maintain office records, vendor documentation, invoices, contact lists, and administrative files
• Reinforce office policies, safety procedures, expectations, and a clean, organized workplace environment
• Identify opportunities to improve office routines, administrative processes, and employee experience

• Manage packages, deliveries, errands, alterations, wet signatures, meals, pickups, drop-offs, and courier tasks
• Coordinate apartment access, installations, repairs, vendors, furniture deliveries, building staff, housekeeper, and stylist
• Support local and travel logistics, including drivers, hotels, restaurants, reservations, travel agents, private-fleet timing, and dietary requirements
• Communicate with vendors, service providers, and other contacts via phone, texting, and email
• Use AI tools in daily work

Personal Assistant

• Provide operational and administrative support to the Corporate Strategy (M&A) team and VP, Enterprise Strategy
• Report to the Head of Corporate Strategy, M&A
• Support complex scheduling, project management, and information requests
• Process expenses, invoices, and outside services costs
• Coordinate meetings and events
• Track information requests and collate presentations
• Use Microsoft Office 365, Workday, and Travel & Expense systems
• Identify, research, and resolve complex problems and issues
• Build relationships with internal administrative professionals to determine solutions
• Interact with senior management and administrative support staff
• Compose and prepare reports and correspondence, including proofreading
• Maintain and prioritize calendars and redirect informational inquiries
• Prepare domestic and international itineraries and travel arrangements
• Manage projects and support management-led meetings and events
• Execute special projects, ad-hoc requests, and other assigned duties

Executive Assistant – M&A

• Manage the Founder's priorities, follow-through, and operational details
• Research prospects, coordinate outreach, and track business development opportunities in HubSpot or Salesforce
• Plan events end-to-end, including NYC client gatherings and dinners in Paris
• Support the Founder's writing projects from research through finished draft
• Handle travel bookings, itineraries, and trip logistics
• Prepare the Founder for meetings and pitches with appropriate materials and context
• Take on personal and logistical tasks that free up the Founder's time
• Track action items across every workstream
• Help ensure new business, events, and projects move promptly and professionally
• Support positive first impressions for clients, prospects, and partners