Company Overview
North Bridge Staffing was established in 2002 by Gerrie and Pat Dugan, who believed there was a need to provide customized talent solutions to clients, associates, and candidates. Their team has helped thousands of job seekers while building solid partnerships with clients. North Bridge is dedicated to creating the perfect fit between great opportunities and skilled talent. Whether for contract, contract-to-hire, direct hire, or executive search, our in-depth, three-dimensional assessment process illuminates the most qualified talent for specific needs. EMPLOYERS: North Bridge is committed to finding the right talent for every client’s particular needs. Our approach helps you exceed your objectives while keeping your staffing costs down. Our specialists will work closely with you, focusing on your goals, asking the right questions, and tackling every detail to ensure you’re getting top-tier candidates. If you’re looking to bring on strong new talent, you’ve come to the right place. CANDIDATES: We understand that searching for a new role can be challenging, which is why we have built a strong team of consultative recruiters who are here to help. Our recruiters understand that you’re searching for a rewarding career that offers professional and personal growth. Our diverse employment options give you flexibility and choice so that you can find the right fit for you. We provide all of the needed support to help you maximize your job-seeking process.
Overview:
We are seeking a highly organized and proactive Executive Assistant to provide support to two teams (~8 people total), with a primary focus on supporting a Portfolio Manager (PM). This role requires someone who can manage complex scheduling, respond to high volumes of vendor emails, and maintain research files. A key aspect of the role is assisting with corporate access points, such as coordinating roadshows, field trips, and external broker meetings.
Key Responsibilities:
1. Team Support:
- Calendar Management: Handle coordination of internal/external meetings, manage Corporate Access events, resolve calendar conflicts, and plan holistic schedules.
- Email Management: Respond to and prioritize PM emails; review vendor emails to identify valuable opportunities and conferences.
- Meeting Support: Coordinate and attend weekly team meetings and town halls; take detailed notes and manage action items.
- Travel & Expenses: Prepare detailed travel itineraries, book accommodations, and process corporate credit card transactions.
2. Corporate Access Collaboration:
- Event Coordination: Schedule roadshows, field trips, Investor Relations (IR) calls, and quarterly IR updates.
- Corporate Access Monitoring: Maintain and update a Watchlist for key events and conferences; track schedules and ensure all meetings align with investment strategies.
- Broker Relationship Management: Collaborate with external brokers to set up meetings with the PM for potential investments.
3. Ad-Hoc Support:
- Onboarding & Exits: Assist with onboarding new team members and managing team exits.
- Broker Vote: Participate in bi-annual Broker Vote.
- Portfolio Manager Support: Handle special requests, coordinate with Help Desk for any technical needs, and provide general team assistance as needed.
Qualifications:
- Previous experience as an Executive Assistant supporting a team or senior leadership, preferably in finance or investment management. Minimum of 3-5 years experience required.
- Bachelor’s Degree required.
- Proven experience scheduling roadshows, field trips, and working with corporate access or having exposure to corporate access activities.
- Strong organizational and communication skills, with the ability to prioritize tasks effectively.
- Experience working with external brokers and managing high volumes of emails from vendors.
APPLY