Executive Assistant to CEO
Job ID: EB-1093612668
POSITION
Executive Assistant to the CEO Palo Alto (Hybrid)
ATTRACTIVE FACTORS
• Join a small, dynamic team with the backing of a global organization
• Exposure across diverse asset classes — real estate, venture capital, private equity, and global markets
• Work directly with a respected and well-connected CEO
• Long-term stability and philanthropic impact through the company foundation
• Collaborative culture that values integrity, discretion, and excellence
• Hybrid schedule with on-site lunch provided
KEY RESPONSIBILITIES
• Serve as primary gatekeeper and liaison for the CEO; manage complex and high-volume calendars, scheduling, and prioritization
• Prepare the CEO for meetings by clarifying objectives, drafting agendas, and assembling background materials
• Create and refine presentations and reports in PowerPoint and Excel
• Coordinate all domestic and international travel (logistics, air, ground, lodging, itineraries, and family travel as needed)
• Prepare and track expense reports; maintain accurate documentation
• Support strategic projects and cross-functional initiatives aligned with company goals
• Liaise with Board of Directors and Investment Advisory Board members
• Manage and protect confidential information with discretion and professionalism
• Provide occasional personal assistance to the CEO and family (including household and travel coordination for his wife and two school-age daughters)
TOP KEYS FOR CLIENT
• 8–10 years supporting a CEO or C-level executive (preferably within investment management or finance)
• Bachelor’s degree required; business or finance focus preferred
• Polished communicator with exceptional written and verbal skills
• Highly organized, tech-savvy (advanced MS Office suite), and comfortable in a fast-paced environment
• Strategic and proactive thinker who anticipates needs and follows through on details
• Discreet, trustworthy, and emotionally intelligent — able to manage both professional and personal tasks with grace
• Strong cultural fit: mature, kind, steady presence with a collaborative and humble approach