Executive Assistant – Investment Banking

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Job Description

Executive Assistant – Investment Banking

Company X is seeking a proactive Executive Assistant to support its Investment Banking Private Equity Advisory team in Chicago. Reporting into the Director of Investment Banking Administration, this person will help to support executives in all administrative functions in order to increase the time they dedicate for leadership responsibilities. The ideal candidate must exercise excellent judgment, have exceptional communication skills, demonstrate strong customer service and professionalism, and handle numerous projects and a heavy workflow with a high level of accuracy. The successful candidate will have experience supporting senior level executives and be comfortable interacting with other high-level members of the team and external clients in a fast paced, ever-changing environment.

Essential Job Functions:

  • Manage clerical, administrative and all business details
  • Manage incoming calls and direct to appropriate parties
  • Manage complex calendars across different time zones
  • Assist in internal and external meetings and conference presentations including catering ordering/set-up & cleanup
  • Manage travel arrangements and prepare itineraries
  • Process heavy volume of expense reports


  • Undergraduate degree in Business or a related field (traditional 4 years degree required)
  • 7-10 years related administrative experience preferred
  • Proficiency in Microsoft Office Suite
  • Knowledge of Deal Cloud CRM and Workday preferred but will train
  • Investment Banking knowledge
  • Private Equity, hedge funds, financial background

The Rockridge Group

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