Executive Assistant - Technology

Posted 15 Hours Ago
New York, NY
Entry level
Financial Services
The Role
The Executive Assistant will support Managing Directors by managing their calendars, arranging travel plans, processing expense reports, and coordinating logistics for meetings and events. The role requires strong attention to detail, excellent communication skills, and the ability to work in a fast-paced environment while maintaining confidentiality.
Summary Generated by Built In

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $192 billion in global client assets invested in 1,585 funds, as of June 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire an Executive Assistant to provide administrative support to Managing Directors in the New York and tri-state area offices. This individual will regularly interact and work with senior members of the team including Managing Directors and Managing Partners.

Responsibilities

  • Manage calendars of several senior managers with a high level of detail, coordinating, and prioritizing daily tasks.
  • Arrange complex and detailed travel plans.
  • Process expense reports in a timely manner.
  • Manage logistics for Board of Directors’ meetings and other company events as needed.
  • Format information for internal and external communications such as memos, emails, presentations, and reports.
  • Help move along deliverables, facilitate special requests, and contribute and execute on last-minute ideas.
  • Work as part of the larger facilities and administration team and support fellow executive assistants as needed.

Qualifications

  • Undergraduate college degree
  • Prior experience as an Executive Assistant working with senior level management
  • Able to manage up through tact and anticipation of needs
  • Possess a strong attention to detail and a high level of confidentiality
  • Proficient in using Microsoft Office (Word, Outlook, Excel, and PowerPoint)
  • Excellent interpersonal communication skills; written and verbal
  • Strong experience managing schedules and processes in a fast-paced environment
  • Experience scheduling global travel, across multiple time zones, and multi-leg trips
  • Team player and comfortable working with 30+ people, reporting to a senior admin
  • Comfort operating within a dynamic environment and executing in situations where paths are uncharted
  • Able and willing to provide executive support beyond the scope of a typical workday

Benefits

The base salary range for this role is $100,000 to $115,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Top Skills

Excel
Outlook
PowerPoint
Word
The Company
HQ: San Francisco, CA
465 Employees
On-site Workplace
Year Founded: 2011

What We Do

ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.

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