Executive Assistant at Stronghold Investment Management

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

Bachelor’s degree preferred or relevant work experience
2-6 years of experience as an Executive Assistant, Business Manager, Program Manager, or related function
Experience supporting C-level suite in the financial services and/or investment management industry preferred
Very strong attention to detail and exemplary follow-up skills
Executive presence and strong interpersonal skills
Experience working with Microsoft Excel
Prior budgeting experience preferred

Responsibilities

Manage expenses, compile, and submit expense reports in a timely manner
Cover telephones to respond to internal and external inquiries, properly route calls, and take detailed messages for executives
Manage scheduling and calendaring; proactively calendar communications
Coordinate complex travel arrangements and itineraries for business and personal trips (e.g., air travel, accommodations, meals, and transportation)
Organize one to two investment meetings per month (e.g., meals, communication, attendees, and other logistics as necessary)
Manage and maintain facilities needs
Coordinate the administration of investment documents for opening, closing, or changing investments
Coordinate financial, legal, tax or other documents and filings
Administrative duties, including but not limited to, sorting incoming mail, doing outbound mailing, faxing, and managing/routing incoming calls and emails
Manage calendars for personal commitments, coordinate with family on meetings, engagements, personal appointments, and philanthropic activities
Work closely and often with family members to stay abreast of upcoming commitments, responsibilities, and priorities
Proactively organize various estate logistics with property staff; coordinate payment of property staff
Manage private plane servicing and maintenance, payments, and trip requests
Manage personal bank accounts, account transfers, tax documentation and mailings for quarterly filings, and communicate heavily with accountant
Assist in the administrative operations (scheduling, bank transfers, guest management, etc.) of any collective business ventures of Executive Committee members
Plan special events, manage projects, and make miscellaneous purchases as needed
Manage insurance and claim submissions for two executives and their families
Maintain business and personal contacts

Skills

Key technologies and capabilities for this role

Expense ManagementCalendar ManagementTravel CoordinationTelephone CoverageEvent OrganizationFacilities ManagementDocument AdministrationSchedulingMail HandlingCommunication

Questions & Answers

Common questions about this position

What is the location for this Executive Assistant role?

The team is mostly based in the headquarters in Manhattan, with additional offices in London, Dublin, and Melbourne.

What is the salary or compensation for this position?

This information is not specified in the job description.

What are the main responsibilities of this role?

The role is split ~50% Executive Assistant duties like managing expenses, scheduling, travel, phones, and facilities, and ~50% Personal Assistant duties including personal calendars, family coordination, estate logistics, private plane management, and personal banking.

What is the company culture like at Pzena Investment Management?

They seek partners, not just employees, at every level, invest in career growth with strong internal mobility, and are a growing company in team size, locations, and assets under management.

What makes a strong candidate for this Executive Assistant position?

An exceptional candidate who can grow with the firm as a partner, handle complex scheduling, travel, personal and family logistics, financial coordination, and administrative tasks with proactivity and discretion.

Stronghold Investment Management

Invests in real assets and private markets

About Stronghold Investment Management

Stronghold Investment Management offers a resourceful investing system focused on real assets and private markets, leveraging deep technical expertise and cross-functional collaboration. The company pursues opportunistic investments in energy and natural resources, managing investments through their life cycle using a technology-driven, vertically integrated approach.

3811 Turtle Creek Blvd #1300, Dallas, TX 75219, USAHeadquarters

2016Year Founded

VENTURE_UNKNOWNCompany Stage

Venture CapitalIndustries

51-200Employees