Lumenai Investments LLC · 1 day ago
Executive Assistant to the CEO
Stamford, CT
Full-time
Hybrid
Mid, Senior Level
3+ years expLumenai Investments LLC is an AI-powered quantitative investment manager serving family offices, advisors, and institutional investors. They are seeking a highly capable Executive Assistant to support the CEO with administrative tasks, manage schedules, and gradually take on broader operational responsibilities.
Financial ServicesReal Estate Investment
Hiring Manager
John Bailey
Responsibilities
Own and manage the CEO’s inbox and calendar across all accounts
Proactively review schedules daily and prepare the CEO for upcoming meetings
Send a daily end-of-day summary (by ~5:00 PM) outlining the next day’s first meeting and priorities
Anticipate conflicts, gaps, and follow-ups before they become issues
Handle inbound inquiries from the website, mail, and general firm inboxes
Coordinate complex domestic and international travel
Manage Calendly and other scheduling tools
Support investor meetings, conferences, roadshows, and events
Track follow-ups, materials, and post-meeting action items
Pay bills and manage basic financial/admin workflows
Assist with payroll, HR coordination, insurance, and operational setup over time
Work closely with the firm’s tech stack (Calendly, HubSpot, CRM systems)
Maintain organized systems for documents, tasks, and communication
Draft and edit professional emails, memos, and materials
Use ChatGPT thoughtfully for drafting, summarization, and workflow efficiency
Support light research, presentations, and reporting as needed
Maintain a high standard of written communication
Qualification
Required
Bachelor's degree required
3–7+ years of relevant experience (flexible based on overall fit)
Proficiency with Microsoft Office, Google Workspace
Exceptionally organized with strong attention to detail
Proactive, anticipatory, and able to “run with the ball” independently
Calm, grounded, and effective under pressure
Emotionally mature with thick skin; does not take feedback personally
Confident, direct communicator who is comfortable picking up the phone and handling live conversations with clients, partners, and stakeholders when needed
Trustworthy, loyal, and discreet
Tech-savvy and quick to learn new systems
Polished, professional, and client-facing in presentation and demeanor
Comfortable interacting with and supporting high-net-worth and institutional clients
Preferred
Experience in finance, investing, consulting, or professional services preferred
Familiarity with HubSpot, CRM tools, LinkedIn, Twitter, and modern productivity tools
Benefits
Competitive salary + performance bonus
Potential equity participation
Unlimited paid time off
Healthcare, dental, and vision benefits
Company
Lumenai Investments LLC
Lumenai is an AI investment service that allows professional investors to create hyper-custom, self-adapting investment strategies, making the investment process more personalized, much easier, and more efficient.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
John Bailey
Founder & CEO
Recent News
2025-01-06
Company data provided by crunchbase