Executive Assistant and Director of Client Relations
at M&A Advisory Firm - Private Markets Investment Sector (PE, credit, RE, Infrastructure)
in
New York,
New York
Director of Client Relations & Executive Assistant to Managing Partner
Location
New York City
Company
Advisory firm focused on founders of private equity and other private investment firms, globally
Overview
The central role is to assist the Managing Partner on general executive assistant responsibilities and special projects, with a focus on building relationships with clients and, importantly, prospective clients. This is an opportunity to engage directly with prominent founders of private equity, real estate and infrastructure investment firms.
Key Responsibilities
Develop friendly relationships with clients and prospects when scheduling calls/meetings
Collaborating with Managing Partner and marketing team to develop new client prospects*
Initiating outbound emails/calls to schedule new client prospects with Partners*
Enter and maintain updated contacts and call notes in Microsoft Dynamics (the CRM)
Assist in organizing the Managing Partner's "To Do's" and project/task deadlines
Arranging travel, breakfast/lunch/dinner meetings, and entertainment (sports/shows, etc.)
Interface between Managing Partner and support staff to advance workflow operations
Point for external partnerships (bookkeeper/audit/tax, legal, and business partnerships)
Coordinating company events
Monitoring and ordering office supplies for presentations, copier, etc.
Manage to completion a variety of daily tasks, as requested
Competencies and Experience
Thrives on building friendly, professional relationships with clients and their assistants
Dependability and initiative - Take responsibility for consistency and self-directed work
Planning/Organizing - Prioritize and plan work activity; goal oriented
Problem Solving - Identify and resolve problems independently
Verbal/Written Communication - Communicate clearly and effectively
Leadership - Exhibit confidence in self and others; Inspire and motivate others
Technical Skills - Microsoft, including Dynamics, willing to learn QuickBooks accounting
Team building - Working with colleagues to build a positive culture in every interaction
Outreach role*
An essential and highly value-added element of the position is to work with the Managing Partner and the firm's marketing team to develop a list of potential client prospect and dedicate a limited amount of time daily in emailing and calling the leaders of these firms and their assistants to schedule meetings with the Managing Partner. This outreach is tracked with thoughtful call notes in the Microsoft Dynamics CRM. Compensation beyond market standard executive assistant pay will be awarded for productivity in this key activity.
Mindset
This is a new firm led by highly experienced partners. The ideal candidate will have an interest in building a firm in an exciting business sector by complementing the partners professional relationships with meaningful professional relationships of their own over time. There is substantial upside in development and career advancement opportunities for dedicated professionals. For the right, conscientious person we are open to job sharing to accommodate life circumstances.
Culture
We believe in dedication to successful client outcomes, with merit-oriented rewards, in a fun, interesting and collaborative environment. We intend to recruit and develop people seeking professional and personal growth.