Executive Personal Assistant to CEO - Asset Management

Role overview

This full-time, in-office opportunity is for an Executive Personal Assistant who will support the CEO in a fast-moving asset management setting in New York, NY. The role focuses on delivering high-touch administrative and personal assistance so the CEO can stay organized across both work and private commitments. It is a direct support position, with exposure to leadership and strategic work, but it is not a people-management role.

What you'll handle

• Provide end-to-end executive assistance to the CEO, including complex diary coordination, meeting scheduling, and travel arrangements.
• Partner with the CEO’s spouse to keep personal and business calendars aligned across several entities, including agenda planning, medical appointments, and other personal logistics.
• Act as a coordination hub across internal teams so the CEO’s priorities move forward smoothly.
• Build meeting agendas, prepare briefing documents and presentations, record detailed notes, and follow through on action items.
• Organize premium domestic and international travel, including air travel, hotels, and ground transport.
• Prepare, review, and submit expense reports accurately and in line with company policy.
• Plan executive meetings, offsites, and company events, managing the logistics from start to finish.
• Serve as the main communication link for internal and external contacts, ensuring responses are professional, clear, and timely.
• Take responsibility for ad hoc assignments and special projects, using independent judgment to solve problems effectively.

Experience and qualifications

• At least 5 years supporting senior executives, preferably in asset management, financial services, or another demanding corporate environment.
• Demonstrated success handling highly complex schedules while protecting sensitive and confidential information.
• Strong organizational skills, the ability to prioritize well, and comfort managing multiple tasks at once.
• Excellent accuracy and careful attention to detail.
• Strong written and spoken communication skills.
• Advanced knowledge of Microsoft Office, especially Outlook, Excel, and PowerPoint.
• Ability to perform well in a high-pressure, fast-moving workplace.
• A discreet, trusted professional who handles confidential matters appropriately.
• Proactive mindset with a strong sense of accountability and ownership.
• Polished, collaborative, and comfortable working as part of a team.

Working conditions

The position is based in New York City and requires 5 days per week in the office. It is set within a dynamic investment environment and requires someone comfortable operating at a high standard. Compensation is listed as a base salary of $150,000 to $200,000 plus bonus.

Additional information

This is a full-time role. The position involves direct support to the CEO rather than team leadership. The work environment is fast-paced and office-based.