Executive Assistant (Investment Management) jobs in United States
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Connect Search, LLC · 17 hours ago

Executive Assistant (Investment Management)

Connect Search, LLC is a leading, privately held capital markets and structured finance platform seeking a senior-level Executive Assistant to support its President and senior leadership team. This role involves providing high-level, confidential support to multiple senior leaders and ensuring seamless execution across business development and transaction activity.

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Hiring Manager
Nicole B.
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Responsibilities

Provide direct support to the President & Head of Strategy, Capital Markets, and multiple Senior Principals; indirect support to a broader team of 10–15 professionals
Manage complex calendars, scheduling, and logistics for senior executives with demanding priorities
Coordinate extensive domestic and international travel, itineraries, lodging, and expense management
Serve as a polished point of contact for clients, lenders, attorneys, bankers, and internal stakeholders
Organize and maintain electronic deal files, data rooms, and document workflows related to private placement and structured finance transactions
Process and track NDAs and confidential documentation with legal, compliance, and counterparties
Maintain and update transaction and offering registers
Prepare, edit, and proofread presentations, marketing materials, and client-facing documents with exceptional attention to detail
Assist in assembling pitch materials and transaction packages
Screen, route, and draft sensitive correspondence while maintaining strict confidentiality
Lead planning for client conferences, leadership meetings, and team events
Coordinate agendas, materials, onsite logistics, catering, and follow-up
Manage office operations, vendor coordination, mail, and supplies
Act as liaison with Legal, Compliance, Finance, and HR
Support special projects and anticipate leadership needs independently

Qualification

Support C-suite executivesCapital markets experienceAdvanced Microsoft OfficeExceptional communicationOrganizational skillsJudgmentPrioritization abilitiesProfessional demeanorProactive approach

Required

Bachelor's degree or equivalent experience
10+ years of experience supporting C-suite or senior executives
Background in capital markets, commercial real estate, investment banking, private credit, law firms, or institutional finance strongly preferred
Experience in high-volume, transactions-driven environments requiring discretion and precision
Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
Exceptional communication, judgment, organization, and prioritization abilities
Highly professional, proactive, and comfortable working with senior leadership

Company

Connect Search, LLC

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Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.

Funding

Current Stage
Growth Stage

Leadership Team

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Meade Kelley
Chief Operating Officer
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Ben Hirsh
Partner | President, Direct Hire Placement & Connect Financial Consulting
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Company data provided by crunchbase