The Client

A leading private equity firm with over $50 billion in assets under management is seeking a high-performing Executive Assistant to support its Capital Formation team. The firm specializes in investing in technology-driven companies that operate at the intersection of government and commercial markets. With a mission to transform critical institutions through strategic growth, the firm is a committed partner to organizations advancing national security, healthcare, and education.

THE ROLE

This Executive Assistant role offers a unique opportunity to partner closely with a dynamic, high-performing Capital Formation team. The ideal candidate will play a pivotal role in supporting senior professionals by managing a broad range of administrative and logistical responsibilities that are critical to effective investor engagement and team operations. This position is best suited for a resourceful individual who thrives in a fast-paced environment, brings a high degree of professionalism, and consistently delivers with urgency, precision, and discretion.

Key responsibilities include:

Coordinating complex domestic and international travel, including investor roadshows, conferences, and events
Managing dynamic calendars for senior leaders with constant schedule changes across multiple time zones
Supporting the planning and execution of investor-facing events such as webinars, annual meetings, and conferences
Processing travel and business-related expenses accurately and on time
Preparing, editing, and binding PowerPoint presentations and professional correspondence
Maintaining CRM databases with investor and prospect interactions and follow-ups
Acting as a liaison with internal teams and external stakeholders with professionalism and discretion

THE CANDIDATE

The ideal candidate will:

Have 4–8 years of Executive Assistant experience, ideally in private equity, capital raising, investment banking, or investor relations
Be proficient in CRM tools (e.g., DealCloud, Salesforce) and familiar with investor engagement workflows
Demonstrate excellent organizational skills, attention to detail, and ability to handle high-pressure environments
Be an independent, self-starter with a collaborative attitude and a willingness to take on a range of tasks
Possess excellent written and verbal communication skills and a high level of discretion
Be proficient in Microsoft Office Suite, especially Outlook, PowerPoint, Excel, and Word
Approach tasks with a high degree of professionalism, integrity, and responsiveness

THE COMP/BENEFITS

Base salary range: $120,000–$140,000, commensurate with experience
Eligible for performance-based discretionary bonus
Full-time, in-office role (Monday–Friday)
Comprehensive benefits package including healthcare, retirement plans, paid time off, and wellness support
Opportunity to be part of a mission-driven, high-performing investment team

Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity, and inclusion. We are committed to building an inclusive culture, respecting our individual differences, and bringing our community together.

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Executive Assistant

Executive Assistant