Capital Markets, Executive Assistant Atlanta, GA

The Executive Assistant will support the Head of Capital Markets and the senior team serving as a proactive liaison among investors lenders bankers partners internal stakeholders and outside organizations. This role ensures the efficient andtimelyflow of work across investor-facing activities deal processes and team operationsfacilitatingaction accountability and clear communication. It is ideal for someone who thrives in a fast-paced environment wants direct exposure to transactions and investor engagement and is eager to grow through access visibility and trust within a high-impact function.

Capital Markets Support & Representation

• Serve as a trusted advisor and liaison to the Head of Capital Markets and senior teamalwaysmaintainingstrict confidentiality and professionalism.

• Anticipate needs ahead of meetingsroadshows diligence sessions andclosingsflag risks and propose solutions before issues arise.

• Hold internal stakeholders and external partners accountable for deadlines deliverables and follow-through.

• Represent the Capital Markets teams tone leadership style and company culture in all interactions ensuring consistency and alignment.

Calendar Roadshow & Travel Management

• Expertly manage and prioritize calendars for the Head of Capital Markets and senior leaders balancinginvestorlenderbanker and internal commitments while accounting for travel time and meeting priorities.

• Coordinate complex domestic and international travel including flights accommodations ground transportation and diningensuring seamless end-to-endlogistics.

• Maintain detailed travel preferences (airlines seating loyalty programs) and arrange transportation options tailored to timing and location.

• Manage companyaircraftscheduling when applicable following established protocols and approval processes.

• Demonstrate attention to detail byanticipatingpersonal and hospitality preferencesdietary restrictions room setup seating lighting and special datesto create a thoughtful experience.

• Exercise discretion in handling sensitive personal information sharing only what is necessary to support collaboration and team effectiveness.

Communication & Coordination

• Draft and manage team correspondenceensuringtimely clear responses andappropriate routingof inquiries to the right owners for action.

• Connect organizational dots by involving the right stakeholders at the right time (finance legal IR asset management operations marketing) to keep work moving.

• Prepare detailed agendas and comprehensive briefing materials for investor meetings diligence sessions and roadshowsactively sourcing data insights and context from internal and external channels.

• Diligently manage post-meeting follow-ups to drivetimelyaction and track decisions tasks and documentation.

• Establish consistent templates and standards for agendas briefing notes follow-up trackers and investor meeting packs.

• Create light automation or checklists for recurring processes (roadshows diligence AGM) to ensure repeatable excellence.

Deal Investor & Event Support

• Maintain a robust project tracker across active deals investor engagements and strategic initiatives; provide regular status updates and highlight dependencies risks and next steps.

• Support CRM hygiene (e.g. Salesforce or equivalent) with disciplined updates on contacts interactions follow-ups and meeting outcomes.

• Prepare collect and quality-check meeting materialscoordinating with presentersconsolidatingdecksassistingwith PowerPoint formatting and ensuring brand and data accuracy.

• Coordinate Annual Investor Conference (AGM)logisticsend-to-end: internal prep meetings schedules briefing docs printed materials vendor coordination expense tracking and invoice payment and onsite administration.

• Support on-site investor and lender meetings including hospitality and setup: A/V and conferencing tech checks refreshments room layout and seating preferences blinds/lighting catering orders transportation and parking validations.

• Manage team-hosted dinners events hotel blocks and offsite meetingroomsbalancing cost convenience and guest experience.

• Track and organize routine and non-routine correspondence NDAs distribution lists and key documents for investor interactions and deal processes (in partnership with finance/legal whereappropriate).

Operational & Financial Administration

• Prepare and review expense reports and reconcile meeting/event costs promptly.

• Coordinate paperwork and signatures with speed and accuracy;facilitatesmooth approvals and document circulation.

• Maintain departmental calendars for recurring cadences (weekly pipeline reviews monthly investor updates quarterly strategy sessions) and ensure materials are ready in advance.

Experience & Education

• Priorexperience supporting senior leaders in capital markets investment banking private equity real estate finance investor relations or a similarly fast-paced investor-facing environmentispreferred.

• Prior experience inProjectManagementincluding planning execution and follow-through on deliverablesis preferred.

• Bachelors degree preferred but notrequired.

Skills & Competencies

• Exceptional interpersonal skills with the ability to build strong relationships and work effectively with senior leadership and diverse stakeholders.

• Proven success managing complex calendars travel and eventlogisticswith precision and urgency.

• Excellent written and verbal communication skills.

• Demonstrated ability toanticipatechallenges propose solutions proactively and prevent issues before they arise.

• Exceptional prioritization and triaging skills; able to protect executive focus make judgment calls independently and manage rapid context-switching.

• Strong organizational and time-management abilities; adept at multitasking with precision and attention to detail.

• Demonstrate advancedproficiencyin modern productivity communication and project management tools; introduce improvements that increase visibility and reduce friction (e.g. Outlook/Teams/Zoom Asana/Smartsheet CRM).

Personal Attributes

• Self-starter with a proactive approach and strong emotional and professional maturity.

• Flexible intellectually curious and eager to learn.

• Service-oriented mindset witha hospitality mindset toward both internal partners and external stakeholders.

• High integrity discretion and professionalism; comfortable with sensitive information and tight deadlines.

• Friendly confident and professional demeanor in all interactions.

Additional Requirements

• Willingness to work eveningsweekends and travelas needed.

• Responsible for handling sensitive information and financial data. Access to and management of private financial data will require signing a confidentiality agreement.