Unknown Company

Executive Assistant (Investment Management)

chicago, il • Posted 1 weeks ago
Onsite Full Time Marketing & Media

A leading, privately held capital markets and structured finance platform is seeking a senior-level Executive Assistant to support its President and senior leadership team. This is a highly visible, trusted role for a polished professional who thrives in fast-paced, transactional environments and enjoys operating at the center of deal flow, client engagement, and executive decision-making.

This position provides high-level, confidential, and proactive support to multiple senior leaders and plays a critical role in ensuring seamless execution across business development, transaction activity, and internal operations.

Location: Downtown Chicago, 5 days a week on-site, future flexibility for 4 days.

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

Ideal Background

  • 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

Why This Role

  • High visibility with executive leadership
  • Exposure to live transactions and senior decision-making
  • Stable, high-performing platform with long-term growth trajectory
  • Professional, high-integrity culture
  • Opportunity to build a long-term career within a respected institutional environment

If you are an experienced executive assistant who thrives in high-stakes, fast-moving environments and enjoys being a true business partner to senior leadership, this role offers a rare opportunity to make a meaningful impact.

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