Executive Assistant to Managing Partner

Must have: 5 plus years of experience working as an Executive Assistant in financial services. This role supports s all aspects of their daily work, including—but not limited to—managingcomplex calendars, coordinating meetings, arranging travel, processing expenses, overseeing office logistics, andleading ad hoc projects. The ideal candidate is detail-oriented, highly organized, and capable of multitasking in afast-paced environment. Strong interpersonal communication skills, sound judgment, and a consistentlyprofessional demeanor are essential.

About us: Leading financial advisory firm with a legacy as one of the oldest independent investmentbanks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital marketssolutions and activism defense across a range of industries. Our difference is that we offer unmatched industry knowledge in the sectors we cover, providing the mostcomprehensive strategic solutions, tailored to generate long-term shareholder value. Our bankers live and breathethe sectors they advise on, providing unparalleled analysis, understanding and access.

Key Responsibilities: • Schedule and organize appointments, meetings, and events. Ensure that the executive's time is well managed and optimize their schedule based on priorities.• Plan and organize travel, including flights, hotels, transportation, and itineraries. Ensure travel logistics aresmooth and cost-effective through Navan.• Organize and schedule meetings, including booking meeting rooms, preparing agendas, and ensuring thatall necessary materials and participants are available. Follow up on action items from meetings.• Handle and track expenses, prepare reports, and assist in budget preparation through Certify.• Handle confidential information with discretion, ensuring privacy and security of sensitive data.• Act as a liaison between executives and internal teams or clients. Communicate directives, follow up onrequests, and ensure alignment across departments.• Track and update Deal Cloud daily to maintain accurate records of management meetings and ensurevisibility for the team.

Skills and Qualifications: • Bachelor’s degree is preferred.• At least 2-4 years of experience in an administrative support role, with a strong preference for executive level support experience.• Proficient in Microsoft Office Suite (Word, Excel, Power Point, Outlook).• Strong ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-pacedenvironment.• Excellent written and verbal communication skills, with the ability to interact professionally with internaland external stakeholders