Executive Assistant

• Serve as the main point of contact for all investor communications and inquiries.
• Manage the full investor onboarding lifecycle (NDAs, subscription agreements, wire instructions, etc.).
• Prepare and dispatch routine investor communications, including quarterly reports, updates, and newsletters.
• Maintain meticulous records of investor commitments, follow-ups, and communications within the CRM.
• Support capital-raising efforts by organizing materials, decks, and structured follow-up campaigns.
• Assist with the coordination of investor calls, presentations, and events.
• Ensure strict investor confidentiality and compliance with all documentation workflows.
• Provide direct administrative support to the Managing Partner/President, including complex scheduling, correspondence, and travel coordination.
• Manage the executive calendar, meeting logistics, and document preparation.
• Track key initiatives and ensure timely execution across multiple entities.
• Draft, proofread, and finalize sensitive correspondence, proposals, and investor-facing communications.
• Prepare materials for high-level meetings and presentations.
• Act as a professional liaison between firm leadership, investors, external partners, and internal teams.

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