Executive Personal Assistant for AI-Driven Investment Firm

About the role

We are seeking an Executive Personal Assistant to support the Founder of a fast‑growing AI‑driven investment firm. The role blends high‑level administration with exposure to finance, technology, and international operations, requiring a proactive, tech‑savvy professional.

Key responsibilities

• Manage complex, multi‑time‑zone calendars and schedule meetings with investors, partners, advisors and service providers.
• Arrange international travel, including flights, hotels, visas and local transport.
• Act as primary point of contact for calls, emails and digital communications, filtering and prioritising messages.
• Prepare, edit and format documents, presentations and basic reports related to investment, real estate and technology projects.
• Maintain digital filing systems, shared drives and knowledge bases.
• Support light financial and analytical tasks such as updating tracking sheets, compiling data and monitoring expenses.
• Coordinate with distributed teams, vendors and counterparties on operational tasks.
• Conduct basic research on markets, counterparties, travel options and suppliers, summarising findings for decision‑making.
• Handle confidential information with discretion at all times.

Required profile

• Highly organised and able to manage multiple priorities simultaneously.
• Tech‑savvy with strong digital hygiene and comfort using modern productivity tools.
• Comfortable engaging with investment‑related content and basic financial concepts.
• Discreet, professional and trustworthy when handling confidential information.
• Willingness to learn and work with AI‑assisted tools.

Required skills

• Google Workspace or Microsoft 365
• Slack, Zoom
• Airtable, Trello or Asana
• Excel / Google Sheets
• AI assistants, OCR/document‑processing tools (no coding required)