Sr. Executive Assistant (Supporting Co-Head of Investments & CIO)

Role Summary

This highly visible role applies seasoned, expert administrative skills and executive presence to provide collaborative and independent project and core support to the Co-Head of Investments. The incumbent also interacts with oversight and advisory committees including the IMSC (Investment Management Steering Committee), Board of Directors, Mutual Fund Board, and business unit level project leads.

This role will work innovatively and autonomously as well as in team settings; is highly proactive, adept at time management, and anticipates and negotiates priorities effectively and calmly to meet stringent deadlines. The incumbent acts as the “right hand” resource to managers for specialized projects; administration of calendars, meetings, events; and partners to help managers adapt to innovative tools, technology, processes, and policies. They assist in gathering, researching, and creating or editing materials for meetings and may represent the manager for ad hoc needs with relevant internal and external leads, stakeholders, suppliers, and administrative peers across the firm. Work is generally fast-paced, complex and will require flexibility in work schedule for onsite support.

Responsibilities

Gatekeeping, Calendar, Meeting Management:

• Autonomously commands and applies business knowledge and understanding of client preferences, work priorities, and work style to provide leverage to manager(s).
• Independently directs Outlook calendar/schedule maintenance; scheduling internal and external meetings and logistics.
• Recognizes urgency of deadlines and information, automatically adjusts meetings and involves managers, as needed. 
• Screens and prioritizes information and messages on behalf of manager(s); knows when issues require immediate attention; and delivers effective, collaborative problem solving.
• Strong judgement and decision-making for effectively prioritizing and minimizing disruptions.
• Coordinates communications and working relationships across a broad range of stakeholders at varying levels, both internal and external, to align priorities, support decision-making, and ensure smooth execution of meetings, projects, and key initiatives.
• May help with planning and execution of departmental and large internal and off-site events.

Travel & Expenses Support:

• Provides timely, accurate, compliant travel and expense report processing.
• Executes travel transactions (flights, rental car/car service, early bird check-in) always offers Thoughtful Travel options; ensures current, required travel documents (Visas, passports) are at the ready.
• Processes expense reports; raises errors and questionable charges appropriately; executes due diligence in resolving all issues.

Specialized Team Support:

• Focuses heavy concentration of time to independently facilitate or assist with specialized / complex assignments, including confidential projects with broad impact in partnership with GM/Chief of Staff.
• Confidential Work: Acts with utmost discreti