Senior Administrative Assistant/Executive Assistant, Investment Management

We are seeking a highly organized and proactive Senior Administrative Assistant or Executive Assistant to support the Investment Management Development team. This role is central to keeping the team running smoothly—managing complex schedules, coordinating events, and ensuring seamless execution across a variety of priorities.

This role sits within Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.            

• →Provide support for VP and additional team members when needed, primarily with social events, travel, team meetings and adhoc project support
• →Manage complex, high-volume calendars for and across multiple time zones
• →Coordinate internal and external meetings, including travel planning, logistics, event coordination and materials
• →Track and manage follow-ups from leadership communications and meetings
• →Maintain accurate records of contacts, relationships, and introductions in internal systems
• →Partner across teams to support projects and improve operational processes
• →Help organize and prioritize client and team activities to ensure deadlines are met
• →Process expense reports and provide general administrative support

• 3+ years of experience supporting multiple stakeholders in an administrative or executive assistant capacity
• Experience managing complex calendars and scheduling across time zones
• Ability to adapt quickly in a fast-paced, evolving environment
• Experience collaborating across teams and functions
• Proficiency with Microsoft Outlook; experience with customer relationship management tools is a plus
• Strong communication skills and ability to handle sensitive information with discretion
• Familiarity with AI tools and an interest in using them to improve workflows and productivity

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.

Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.