Executive Assistant | Private Equity Deal Team


Primary Responsibilities:

  • Maintain calendars, schedule appointments and set up meetings
  • Make extensive travel arrangements, both international as well as domestic; prepare itineraries and expense reports; maintain database of travel preferences
  • Maintain proper flow of information with support groups (e.g., corporate services) with full knowledge of relevant
  • Qualify potential deal prospects who call and determine how to manage the leads
  • Track and maintain database of deal sources and professional support groups (executive search, bankers, etc.)
  • Track and maintain database of physical documents related to sector expertise as requested
  • Track and maintain deal information, both electronic and physical
  • Creation and maintenance of information systems to support team: key information, portfolio phone lists, brochure inserts, board meeting charts, etc.
  • Coordinate with portfolio companies for supported individuals regarding meetings, information flow, etc.
  • Help prepare presentations using PowerPoint

Skills required (in addition to general administrative skills):

  • Excellent communications skills – written and verbal
  • Able to engage with people at all levels, likeable, and approachable.
  • Excellent computer skills (MS Word, PowerPoint, Excel, Outlook)
  • Ability to work independently and with minimal supervision, proactive in approach
  • Must be able to assess situations and determine appropriate action
  • Must be skilled at scheduling, highly organized, and have a high attention to detail

Other requirements:

  • At least 8 years of experience as an Executive Assistant in a professional services firm such as private equity or
    management consulting
  • College degree
  • Self-starter who takes initiative, displays good judgment, is reliable and dependable, and likes being busy
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