Executive Assistant to Managing Director at Investment ...

A leading investment banking, sell-side advisory and consulting firm in Irvine is looking for an Executive Assistant to the Managing Director. The firm also supports the operations of a single-family office, offering a unique opportunity to work in a dynamic, high-integrity environment at the intersection of finance, strategy, and thought leadership. The office in Irvine has 6 employees. The role is on office. About the Job:¨ Email Management: Serve as a strategic gatekeeper and facilitator by managing email communication with discretion, insight, and prioritization; monitor and triage communications to ensure timely responses, flag critical tasks, and filtering and organizing correspondence¨ Industry Research & Thought Leadership: Support initial industry and economic research projects, preparation of thought leadership pieces, and assist with promotion of key executives in the media¨ Real Estate Portfolio Oversight: Liaise with key stakeholders to assist with real estate and automotive portfolio management¨ Handle confidential and sensitive information with discretion¨ Screen incoming phone calls delivering detailed, timely messages to the appropriate parties¨ Proactively manage daily calendar, identifying and mitigation potential conflicts¨ Event planning¨ Schedule internal and external meetings¨ Coordinate travel arrangements and make suggestions for scheduling additional meetings in the area¨ Process expense reports¨ Assist with personal scheduling¨ Ad hoc projects as needed¨ Limited off-hour availability via textAbout You:¨ Minimum of 7 years of experience in a related support position¨ BA/BS from a college or university a plus¨ Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook), Adobe Acrobat, Salesforce and Dropbox¨ Strong writing and research skills¨ Polished, professional demeanor¨ Proactive go-getter; no task is too big or too small¨ Outstanding communication skillsSalary, Bonus, Benefits (medical, dental, vision), 401K, Paid Vacation, Free ParkingHours: 8-5

Created: 2025-09-22