About this opportunity
Connect Search, LLC lists this Executive Assistant (Investment Management) opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A leading, privately held capital markets and structured finance platform is seeking a senior-level Executive Assistant to support its President and senior leadership team. This is a highly visible, trusted role for a polished professional who thrives in fast-paced, transactional environments and enjoys operating at the center of deal flow, client engagement, and executive decision-making.
This position provides high-level, confidential, and proactive support to multiple senior leaders and plays a critical role in ensuring seamless execution across business development, transaction activity, and internal operations.
Location: Downtown Chicago, 5 days a week on-site, future flexibility for 4 days.
Responsibilities:
Provide direct support to the President & Head of Strategy, Capital Markets, and multiple Senior Principals; indirect support to a broader team of 10–15 professionals
Manage complex calendars, scheduling, and logistics for senior executives with demanding priorities
Coordinate extensive domestic and international travel, itineraries, lodging, and expense management
Serve as a polished point of contact for clients, lenders, attorneys, bankers, and internal stakeholders
Organize and maintain electronic deal files, data rooms, and document workflows related to private placement and structured finance transactions
Process and track NDAs and confidential documentation with legal, compliance, and counterparties
Maintain and update transaction and offering registers
Prepare, edit, and proofread presentations, marketing materials, and client-facing documents with exceptional attention to detail
Assist in assembling pitch materials and transaction packages
Screen, route, and draft sensitive correspondence while maintaining strict confidentiality
Lead planning for client conferences, leadership meetings, and team events
Coordinate agendas, materials, onsite logistics, catering, and follow-up
Manage office operations, vendor coordination, mail, and supplies
Act as liaison with Legal, Compliance, Finance, and HR
Support special projects and anticipate leadership needs independently
Ideal Background
Bachelor’s degree or equivalent experience
10+ years of experience supporting C-suite or senior executives
Background in capital markets, commercial real estate, investment banking, private credit, law firms, or institutional finance strongly preferred
Experience in high-volume, transactions-driven environments requiring discretion and precision
Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
Exceptional communication, judgment, organization, and prioritization abilities
Highly professional, proactive, and comfortable working with senior leadership
Why This Role
High visibility with executive leadership
Exposure to live transactions and senior decision-making
Stable, high-performing platform with long-term growth trajectory
Professional, high-integrity culture
Opportunity to build a long-term career within a respected institutional environment
If you are an experienced executive assistant who thrives in high-stakes, fast-moving environments and enjoys being a true business partner to senior leadership, this role offers a rare opportunity to make a meaningful impact.
#J-18808-Ljbffr
Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.