Executive Assistant – Investment Firm - Bethesda, MD
2 days ago
Job description
Job Overview
We are seeking a highly organized, polished, and proactive Executive Assistant to join our growing investment firm. This pivotal in-person role will directly support senior leadership by managing executive workflow, coordinating investor-facing communications, and ensuring seamless day-to-day operations.
The ideal candidate thrives in fast-paced environments, exercises sound judgment, and anticipates needs before they arise. This is a high-accountability position with strong growth potential within the financial sector.
Key ResponsibilitiesExecutive & Calendar Management
- Manage complex executive calendars across investors, partners, and vendors
- Coordinate meetings, diligence calls, and strategic sessions
- Prioritize scheduling requests and protect executive time
- Prepare detailed travel itineraries and manage logistics
Communication & Correspondence
- Draft, proofread, and format professional correspondence and investor communications
- Monitor executive inbox and flag time-sensitive matters
- Prepare meeting materials, agendas, and follow-up summaries
- Maintain professional phone and email communication standards
Investor & Operational Support
- Assist with preparation and distribution of investor materials
- Maintain organized digital and physical filing systems
- Support CRM updates and record maintenance
- Coordinate with external CPA and legal teams as needed
- Track key reporting deadlines and ensure documentation accuracy
Office & Administrative Oversight
- Manage office operations, supplies, and vendor coordination
- Process expenses and assist with invoice tracking
- Support bookkeeping functions using QuickBooks
- Maintain confidentiality of sensitive financial and business information
Qualifications
- 3+ years experience as an Executive Assistant, preferably in finance, investment, real estate, private equity, or professional services
- Strong proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and Google Workspace
- Experience with QuickBooks and basic accounting familiarity preferred
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication abilities
- High level of discretion and professionalism
- Ability to manage multiple priorities in a fast-paced, in-person environment
What Success Looks Like
- Executive time is optimized and protected
- Investor communications are polished and timely
- Internal systems become more structured and efficient
- Confidential information is handled with professionalism and care
Why Join Us
You will work directly alongside firm leadership in a growing investment platform where your organizational strength and operational mindset will have visible impact. This role offers long-term growth potential for the right candidate.
Job Type: Full-time
Pay: $69, $83,209.13 per year
Work Location: In person
Similar jobs
Executive Assistant to C-Suite at Washington DC Investment Firm `
Only for registered members
We are seeking an Executive Assistant to support senior leadership based in Bethesda/Washington DC. · Provide high-level administrative support to senior leadership, · ...
4 weeks ago
We are looking for motivated individuals to join our Investment Consultant team. · Support financial intermediaries in a business development, relationship management and hybrid wholesaling role. · ...
1 month ago
We are seeking a Vice President to join our business development team. · A leading middle market Private Equity firm is looking for someone with experience in deal sourcing and relationship building. The role offers visibility to senior leadership and the opportunity to grow with ...
1 week ago
The ideal candidate shall be able to effectively support and grow the operations platform of the firm. The Administrative Assistant will assist with accounting, finances, human resources, insurance, legal, office administration, IT, · marketing etc.Support owners in general day-t ...
1 month ago
Job summary: ProShares is seeking a talented attorney to join its dynamic team. · Position Summary: ProShares is looking for an experienced attorney with 3 or more years of experience in the ETF or mutual fund industry. The successful candidate will have the opportunity to learn ...
1 month ago
A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Partner to help expand a rapidly growing Privacy and Data Protection Practice. · ...
1 week ago
+A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Partner to help expand a rapidly growing Privacy and Data Protection Practice. · +Demonstrated ability to lead client relationships and provide strategic advice on privacy compliance, operational ...
1 week ago
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. · ...
2 weeks ago
ProShares is seeking a talented attorney to join our dynamic team. · ...
1 week ago
A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Partner to help expand a rapidly growing Privacy and Data Protection Practice. · Lead client relationships and provide strategic advice on privacy compliance operational implementation risk mitigat ...
1 week ago
A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Senior Associate to help expand a rapidly growing Privacy and Data Protection Practice.This strategic hire will support increasing client demand and strengthen the team's ability to counsel sophist ...
1 week ago
We are seeking a talented attorney to join our dynamic team. This is an excellent opportunity for an ETF or mutual fund attorney with 3 or more years of experience to build their skills while working to develop products on the cutting-edge of the ETF Industry. · ...
1 week ago
Executive Assistant to C-Suite at Washington DC/Bethesda VC Firm
Only for registered members
Our client, a well-established investment firm is seeking an Executive Assistant to support senior leadership based in Bethesda / Washington DC. This role requires flexibility and the ability to shift priorities while maintaining exceptional organization and professionalism. · Pr ...
1 week ago
We are seeking an Executive Assistant to support senior leadership at our Washington DC based VC firm. · Provide high-level administrative support to senior leadership · ...
1 month ago
Weaver is looking for an experienced and motivated Audit Manager to join our dynamic Labor and Benefits team. As an Audit Manager at Weaver, you will play a pivotal role in delivering exceptional service to clients across all stages of the audit process... · ...
1 week ago
Weaver seeks a State and Local Tax (SALT) Manager to join the Sales and Use (Indirect) Tax division of our SALT practice. · The Sales and Use Tax Manager will work on multiple complex tax engagements and contribute to delivering innovative sales and use tax planning ideas for div ...
1 month ago
Health/Medical Insurance including Dental and Vision · 401(k) with company match · ...
1 week ago
· Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment rese ...
3 days ago
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals families and institutions. Located just outside of Washington D.C. the firm specializes in unique thematic investment research a ...
2 weeks ago
We are currently seeking an experienced individual to join our team as a Lease Negotiator. · ...
1 month ago