Executive Assistant Beverly Hills

$120K - $150K Full-time View Full Job Share Job 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