Executive Assistant To Vice President & Chief Investment Officer
The executive assistant will provide high-level administrative and project management support to the vice president and chief investment officer (cio). This role ensures smooth operation of the investment office by managing calendars, preparing reports and materials, coordinating internal and external communications, and leading special projects. The executive assistant acts as a liaison between the cio, internal teams, and external stakeholders, maintaining professionalism and discretion at all times.
key responsibilities :
- manage complex calendar scheduling, meeting preparation, and priority alignment for the vp and cio.
- serve as primary contact for cio communications, preparing summaries and background materials for meetings.
- coordinate domestic and international travel arrangements; support on-site meetings and events.
- draft and review communications, presentations, and reports with attention to accuracy and professionalism.
- lead production of investment committee and board meeting materials, including agenda creation, logistics, quality control, minutes, and action-item tracking.
- manage cross-functional projects, ensuring timelines are met and stakeholders are informed.
- support day-to-day investment office operations, including workflow management, departmental calendars, budget tracking, and expense approvals.
- coordinate meetings and events using av / zoom / teams and maintain follow-up actions.
- participate in special projects and professional development opportunities as assigned.
qualifications :
bachelor's degree or equivalent experience with 6+ years supporting senior executives and / or leading complex projects.experience in financial services, investments, or related fields preferred; knowledge of financial concepts and investment reporting a plus.strong project management skills; able to scope initiatives, coordinate cross-functional teams, and meet deadlines.exceptional writing, editing, and presentation abilities.high discretion and professionalism; comfortable interacting with executives, trustees, and external partners.advanced microsoft office skills (outlook, excel, powerpoint); virtual meeting proficiency.meticulous, proactive, and able to manage multiple priorities independently.additional details :
hybrid position, 2 to 3 days onsitedirect hire opportunityperks :
flexible work schedule within core hours.opportunity to support senior leadership in a mission-driven environment.exposure to high-level investment and strategic operations.