Executive Assistant - Associate

iCapital is seeking a highly organized and proactive Executive Assistant to support the Chief Investment Strategist and other Managing Directors across the New York and tri-state area offices. This role requires exceptional attention to detail, discretion, and the ability to manage complex schedules and logistics, particularly for an executive with a high volume of media appearances and public engagements.

• Coordinate and prioritize meetings, appointments, speaking engagements, and media appearances.
• Track key deliverables, deadlines, and follow-ups across internal and external stakeholders.
• Anticipate executive needs and proactively resolve scheduling conflicts and logistical challenges.
• Serve as a liaison between the executive and internal departments, external partners, and media contacts.
• Prepare briefing materials, agendas, and talking points for meetings, conferences, and media engagements.
• Coordinate prep calls and logistics for events involving domestic and international participants.
• Collaborate with the Research, Marketing, and Communications teams to gather materials and ensure readiness for engagements.
• Plan and manage complex domestic and international travel itineraries, including flights, accommodations, ground transportation, and scheduling across different time zones.
• Process and reconcile expense reports in compliance with company policies and timelines.
• Partner with the studio team to schedule and manage recordings for the Beyond 60/40 series, including guest coordination and calendar alignment.
• Maintain a proactive outlook of studio availability and upcoming media commitments.
• Collaborate with the Public Relations team to manage media scheduling, coordinate logistics, and plan future appearances.
• Format and prepare internal and external communications such as memos, presentations, and reports.
• Support fellow executive assistants and contribute to the broader Facilities and Administration team.
• Assist with special projects and ad-hoc requests with flexibility and professionalism.

• Bachelors degree is required
• 7+ years of experience supporting senior-level executives, preferably in a fast-paced, media-facing environment
• Strong organizational and time management skills with the ability to manage and anticipate needs
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
• Excellent written and verbal communication skills
• Experience managing complex schedules and coordinating global travel
• Team-oriented with the ability to work collaboratively across departments
• Comfortable operating in dynamic environments and adapting to evolving priorities
• Commitment to provide executive support beyond standard business hours when needed

The base salary range for this role is $100,000 to $125,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.