Job Description

Executive Assistant – Investment Banking

This role is primarily focused on providing high-level executive and project support to senior members of an investment banking team. Responsibilities include managing complex calendars, coordinating travel, handling expenses, and planning internal and external events - all with precision, professionalism, and discretion. The ideal candidate is proactive, detail-oriented, and skilled at managing time and priorities in a fast-paced environment.

In addition to “traditional” administrative duties, this role will also support projects and initiatives that enhance team efficiency and business performance, including CRM management, presentation creation and marketing support - requiring coordination across teams and thoughtful execution.

This role is 100% onsite in our client’s Dallas office.

Key Responsibilities:

• Provide seamless calendar management, travel booking, and expense reporting for senior team members.
• Plan and coordinate events that build team culture and engagement.
• Serve as a reliable point of contact for internal and external stakeholders.
• Support and occasionally lead business-critical projects that increase operational efficiency and support investment team goals.
• Maintain recurring workflows and documentation with accuracy and consistency.
• Uphold the firm’s values in all communication and execution.

Ideal Candidate Profile:

• Bachelor’s degree from an accredited four-year university highly preferred.
• 5+ years of experience in executive support roles in fast-paced, corporate environments.
• Experience in investment banking, wealth management, or private equity highly preferred.
• Strong organizational and communication skills.
• Proven ability to manage complex logistics and handle confidential information with discretion.
• Familiarity with CRMs, productivity tools, and interest in tech-driven efficiency.
• High emotional intelligence, professional maturity, and adaptability.
• Strong attention to detail and a commitment to excellence.

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