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Executive Assistant

StevenDouglas - San Mateo, CA

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Job Description

Our client is seeking a highly organized, proactive, and discreet Executive Assistant to support a dynamic and fast-paced Investment team. This individual will play a critical role in ensuring seamless day-to-day operations, managing complex schedules, coordinating internal and external communications, and supporting project and transaction logistics. The ideal candidate will have exceptional attention to detail, excellent judgment, and the ability to thrive in a high-pressure, confidential environment.Key **Manage complex calendars, scheduling meetings across multiple time zones and with high-level executives, investors, and portfolio company leadershipCoordinate travel arrangements, including flights, hotels, car services, and detailed itinerariesPrepare and process expense reports in a timely manner using internal systemsHandle confidential and sensitive information with discretion and professionalismAssist in the preparation of presentations, reports, and materials for meetings and investor communicationsServe as a liaison between internal team members, portfolio companies, investors, and external partnersTrack and manage key deadlines, meetings, and deliverables related to deal flow, fundraising, and operationsSupport special projects including transaction execution, due diligence coordination, and team offsites/eventsMaintain organized filing systems for contracts, NDAs, investor correspondence, and other key documentationProvide general administrative support to ensure smooth and efficient team operationsBachelors degree preferredMinimum of 5 years of experience supporting senior executives; experience in private equity, investment banking, or a similar fast-paced financial services environment is highly preferredExceptional organizational skills and a proven ability to manage multiple priorities with accuracy and efficiencyDiscretion and sound judgment when handling confidential informationExcellent verbal and written communication skillsStrong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with CRM and expense management systems a plusComfortable working independently and as part of a collaborative teamAdditional **Professional demeanor and strong interpersonal skillsAbility to anticipate needs and take initiativeFlexible and adaptable in a rapidly changing environmentHigh degree of reliability, accountability, and follow-through**** A competitive compensation package, including salary, discretionary bonus, and benefits, will be offered based on experience.

Created: 2025-05-04

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