Executive Assistant - Investment Management

The Opportunity

Mesirow Institutional Real Estate Direct Investments provides institutional investors with access to compelling direct investment opportunities and attractive risk-adjusted returns in the real estate market. With more than nearly 300 aggregated years of sector-specific experience and intellectual capital, the team is committed to creating value for investors through well-diversified multi-family asset portfolios.

In support of continued business growth, we are now looking for a senior Executive Assistant to support our c-suite executive team within the business. Key responsibilities will include ensuring completeness and accuracy of client reports and investor presentations and performing a wide variety of critical executive administrative, marketing and support functions for the group.

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with locations around the world, we serve clients through a personal, custom approach to reaching financial goals. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Key Responsibilities

• Prepare and publish investor reports for direct investments (working closely with the senior executive professionals).
• Responsible for reviewing business plans and investor presentations for potential clients; report findings to Senior Managing Director on a monthly basis.
• Perform benchmark data and index analysis of client reports.

• Design and maintain contact database of direct investors.
• Provide administrative assistance, such as writing and editing e-mails, PowerPoint presentations, drafting memos, and preparing communications on the executive’s behalf as requested.
• Build relationships and strong partnerships with both internal and external stakeholders.

• Schedules and coordinates meetings, events, interviews, appointments and/or other similar activities for the group, including coordinating travel and lodging arrangements while adhering to the Travel and Entertainment policy.
• Prepare expense reports and documentation in a timely manner.
• Handle confidential information in a professional and discrete manner.
• Sorts, screens, reviews and distributes incoming and outgoing mail; composes, prepares or ensures timely responses to a variety of written inquires.
• Responsible for updating and maintaining department contact list database and solicitors log.
• Provide general administrative support to the wider team.
• Order office supplies and insures office equipment is adequately stocked and in good working order.
• Perform other duties and special projects as assigned.

Essential Qualifications

• Bachelor’s degree and/or equivalent work experience
• A min. of 10 years demonstrated experience as an executive assistant supporting c-suite executives preferably within the financial services sector.
• Highly proficient across the suite of MS Office products (advanced level in PowerPoint) and Adobe.

• Prior client reporting and investor presentations preparation experience a must.
• Superior interpersonal and organizational skills, attention to detail and a team player.
• Experience handling material of a confidential and sensitive nature.
• Understanding of business priorities and good organization skills.
• Strong business acumen and professionalism.
• Ability to work independently and unsupervised and organize and prioritize work assignments.
• Flexibility in working hours as necessary.

EOE