Executive Assistant Beverly Hills, CA, USA at Jobisite / employment-usa.net

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Executive Assistant Beverly Hills, CA, USA

at Jobisite in California

Executive Assistant Beverly Hills, CA, USA

$120K - $150K

Full-time

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Position Overview

Our Wealth Management client is searching for an Executive Assistant to support a senior member of their leadership team, particularly in matters related to private equity investments. This role offers unparalleled exposure to complex financial operations and decision-making at the highest levels. The ideal candidate will blend meticulous organizational skills with financial acumen to support senior leadership in managing investments and strategic initiatives. This position provides an excellent opportunity for an experienced executive assistant to work in a sophisticated investment environment while supporting high-level executive operations.
Responsibilities

Key Responsibilities

Manage complex calendars for a senior executive, including scheduling high-stakes meetings and coordinating travel arrangements
Prepare materials for board meetings, investor presentations, and due diligence sessions
Liaise with various stakeholders to gather and synthesize information for executive decision-making
Draft and proofread correspondence, reports, and presentations related to private equity deals and portfolio management
Manage document flow and maintain organized filing systems for critical business and investment documents
Assist in coordinating due diligence processes and data room management for potential investments
Handle expense reports and manage administrative budgets
Serve as a primary point of contact for high-level internal and external stakeholders

Qualifications

Bachelor's degree in Business Administration, Finance, or related field
5+ years of experience as an Executive Assistant, with a strong preference for private equity, investment banking, or related financial services background
Demonstrated understanding of private equity operations, deal structures, and industry terminology
Exceptional organizational skills with the ability to prioritize and manage multiple high-priority tasks simultaneously
Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
Experience with financial modeling and data analysis software is a plus
Strong written and verbal communication skills
Adaptable and able to work effectively in a fast-paced, dynamic environment
Highest level of discretion and confidentiality
Reference : Executive Assistant Beverly Hills, CA, USA jobs

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