BCL Search

Executive Assistant to Head of IR at Boutique Finance Firm

BCL Search  •  New York City, NY (Onsite)  •  2 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Our client, a boutique financial firm in Midtown, is seeking a polished and high-performing Executive Assistant to support their Head of Investor Relations and small, collaborative team. This is an exciting opportunity to join a well-respected firm in a highly visible role that sits at the center of investor communication and business development efforts.

The ideal candidate will bring 5+ years of administrative experience within financial services, ideally supporting Investor Relations or client-facing teams, and will thrive in a fast-paced, detail-oriented environment. This person should be proactive, professional, and team-oriented, with a strong service mindset and the ability to anticipate needs before they arise. RESPONSIBILITIES
  • Provide seamless administrative and light personal support to the Global Head of Business Development and the broader IR team
  • Manage complex and ever-changing calendars, coordinating internal and external meetings and resolving scheduling conflicts with precision
  • Coordinate detailed domestic and international travel, including multi-leg itineraries, visas, and logistics
  • Prepare and process expense reports accurately and in a timely manner
  • Draft, edit, and proofread correspondence, presentations, and investor materials with a high level of attention to detail
  • Serve as a key liaison between executives, internal teams, and external stakeholders, including investors
  • Support the planning and execution of investor meetings, events, and roadshows
  • Maintain and update CRM systems, ensuring accuracy of investor data and interactions
  • Build and maintain strong relationships with investors, responding to requests in a timely and professional manner
  • Partner with the administrative team to ensure smooth day-to-day operations and coverage
REQUIREMENTS
  • 5–10 years of administrative experience within financial services, ideally supporting Investor Relations, marketing, or client-facing teams
  • Proven ability to support senior executives in a fast-paced, high-volume environment
  • Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Bachelor’s degree required
  • Exceptional attention to detail with strong written and verbal communication skills
  • High level of discretion, professionalism, and confidentiality
  • Proactive, solutions-oriented mindset with the ability to anticipate needs
  • Client-service driven with a collaborative, team-first approach
  • Flexible and adaptable with the ability to manage shifting priorities
SALARY
$150–185K base (DOE) + discretionary bonus HOURS
9:00am–5:00pm, with flexibility as needed

Monday–Friday, fully in office

BCL Search

About BCL Search

BCL Search specializes in the placement of administrative and support staff to meet the needs of dynamic and growing businesses across a range of industries in NYC and across the US.

Our mission is to be an honest and effective resource for our clients and candidates, leveraging long-lasting relationships to match high-caliber candidates with promising career opportunities.

Selected Types of Positions We Fill:

Receptionist

Administrative Assistant

Executive Assistant to a Team

Executive and Personal Assistant to a Partner/ C-level Officer

Chief of Staff

Office Manager

HR Assistant

Workplace Experience Coordinator

Research Assistant

Investor Relations Assistant

Floater

Recruiting Coordinator

Facilities Coordinator

Legal / Compliance Assistant

All positions are filled on a temporary, temp-to-perm and permanent basis.

For more information, please visit our website: http://bclsearch.com/.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
New York, NY
Year Founded
2014
Social Media