GFG Holdings

Financial Planning and Analysis

• Prepare executive-level reports and presentations
• Manage expense reports and billing
• Assist with managing investor communications
• Maintain investor databases and support capital raise activities
• Oversee digital document flow and maintain filing systems

Executive Assistant – Real Estate Investment

Director

• Expand GFG’s presence across the U.S. wealth management ecosystem, with a focus on RIAs, family offices, and private wealth platforms.
• Leverage your network to open new channels and strengthen relationships with high-value allocators seeking differentiated strategies.
• Act as a Strategic Bridge Partner with our CIO/PM to translate investment insights and market commentary into clear, compelling narratives for sophisticated investors.
• Influence product positioning, ecosystem partnerships, and go-to-market strategy.

Director of Strategic Accounts – Distribution

Executive Assistant

• Managing calendars, scheduling meetings, and coordinating domestic and international travel.
• Prepare executive-level reports, presentations, meeting materials, and follow-up documentation.
• Handle highly confidential information with absolute discretion and professionalism.
• Assist with managing investor communications, inquiries, and documentation, including DocuSigns, tax forms (K-1s, returns), subscription documents, and compliance files.
• Maintain and update investor databases (e.g., SharePoint) ensuring accuracy of personal info, trusts, and beneficiary records.
• Support capital raise activities by tracking capital calls, updating fundraising trackers, and coordinating investor follow-ups.
• Organize and upload quarterly property and fund updates; support reporting cycles for banking, accounting, and portfolio management teams.
• Oversee digital document flow, ensuring accurate execution and timely processing through DocuSign and internal systems.
• Maintain organized filing systems for legal, investment, and operational documents.
• Coordinate office supplies, vendor interactions, and occasional event or meeting logistics.
• Provide general operational support to ensure day-to-day office activities run efficiently.

Executive Assistant – Real Estate Investment

Director of Strategic Accounts – Distribution

Executive Assistant, Fully Bilingual