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, and advisors.
• Arrange international travel, including flights, hotels, visas, and local transport.
• Serve 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 with strong version control.
• Support light financial tasks such as updating tracking sheets, compiling data in Excel/Google Sheets, and monitoring expenses and budgets.
• Coordinate with distributed teams, vendors, and counterparties on operational tasks, including property management and technology rollouts.
• Conduct basic research on markets, counterparties, travel options, and suppliers, summarising findings for decision‑making.

Required profile

• Highly organised with a strong attention to detail and ability to handle confidential information.
• Comfortable working in a fast‑paced, technology‑focused environment.
• Strong numeracy and familiarity with basic financial concepts and terminology.
• Excellent written and verbal communication skills in English.

Required skills

• Google Workspace or Microsoft 365
• Slack and Zoom
• Airtable, Trello or Asana (or similar project‑management tools)
• Excel and Google Sheets
• Experience with AI assistants, OCR or document‑processing tools
• Digital hygiene practices such as version control and structured naming conventions