Executive Assistant to the CEO

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

The Executive Assistant serves as a trusted strategic partner and operational support for the CEO. This position encompasses administrative responsibilities alongside strategic planning, project management, and organizational leadership. The ideal candidate is a proactive problem-solver, skilled communicator, and highly organized professional capable of managing competing priorities in a fast-paced environment while maintaining the highest level of discretion and professionalism. 

• Manage the CEO’s calendar, including scheduling, rescheduling, and prioritizing engagements. 
• Serve as a gatekeeper for the CEO’s time, balancing accessibility with efficiency. 
• Provide support for personal and professional tasks as assigned by the CEO. 
• Collaborate with the CEO to define and prioritize organizational goals, initiatives, and deliverables. 
• Represent the CEO in internal and external meetings, communicating key priorities and decisions. 
• Oversee correspondence, prepare briefing materials, and draft or edit communications. 
• Coordinate complex travel arrangements, logistics, and expense reporting. 
• Monitor progress on strategic initiatives and prepare updates for the CEO and stakeholders. 
• Conduct research, analyze data, and prepare reports or presentations for executive decision-making. 
• Identify and resolve operational inefficiencies, creating streamlined processes for the CEO and organization. 
• Manage the employee and guest experience in our San Francisco office by stocking supplies, ordering lunch, etc. 
• Handle sensitive and confidential information with the utmost discretion. 
• Serve as an extension of the CEO, embodying organizational values and culture. 

• 7+ years of experience in executive support, project management, or similar roles. 
• Strong organizational and multitasking skills with impeccable attention to detail. 
• Excellent written and verbal communication skills. 
• Proficiency in office software (e.g., Excel, Slack, Zoom). 
• Ability to manage complex projects and meet tight deadlines. 
• Demonstrated leadership, strategic thinking, and problem-solving abilities. 
• High emotional intelligence, discretion, and ability to handle confidential information. 
• Proactive, resourceful, and adaptable attitude. 
• Ability to commute to San Francisco office regularly. 
• Some travel may be required to support the CEO at meetings, events, or other engagements. 

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.