My client is a leading asset manager in the private debt space. They are seeking an Executive Assistant to join their Business Development & Investor Relations team in Miami.
Executive Assistant Responsibilities:
- Organize and maintain prospect lists, ensuring they are up to date and accurate.
- Track calls, meetings, and key conversations to capture essential takeaways and next steps for the BD team.
- Coordinate with the BD team to develop and optimize prospecting strategies.
- Distribute marketing materials to high-net-worth (HNW) and institutional prospects.
- Schedule follow-up actions with prospects to ensure consistent engagement and progress.
- Manage inboxes for the BD team, prioritizing and responding to emails in a timely manner to ensure prompt follow-ups.
- Coordinate travel arrangements, including booking flights, accommodations, and transportation for BD team members.
Executive Assistant Qualifications:
- Bachelor's degree in Business Administration, Communications, or related field.
- 1-4 years of experience supporting executives, preferably in financial services, real estate, or investment firms.
- Proficient in Microsoft Office Suite (Excel, PowerPoint).
- Familiarity with CRM systems and data management tools.
- Experience with scheduling, travel coordination, and event logistics.
- Understanding of business development and marketing materials distribution.
- Previous experience in a fast-paced, high-performance environment is a plus.
