Executive Assistant to Partners - Private Equity - San Mateo/San Francisco (Onsite)

Burke+Co•San Mateo, CA

5d•Hybrid

About The Position

The Executive Assistant will provide comprehensive administrative support to two senior Partners and a Vice President at a top-tier private equity and investment firm. The role focuses heavily on calendar management, scheduling, meeting coordination, and supporting investor-related interactions. The position is suited to someone who thrives in a fast-paced, high-growth environment and can act as a trusted partner to senior leadership, with exposure to portfolio companies and firm-wide initiatives. The role is based onsite across the firm's San Francisco and San Mateo offices four days per week, with one work-from-home day. It includes planning and managing firm-related events, coordinating domestic travel, preparing meeting materials, submitting expense reports, and handling ad hoc projects. Availability outside standard business hours may be needed when urgent matters arise.

Requirements

At least 5 years of experience as an Executive Assistant.
Experience in investment management, private equity, venture capital, or financial services.
Exceptional organizational, planning, and time-management skills.
Ability to maintain a high degree of professionalism when interacting with Board members, investors, and C-level executives.
Ability to handle highly confidential and sensitive information with discretion and professionalism.
Ability to multitask, prioritize, and adapt quickly in a dynamic environment.
Strong written and verbal communication skills.
Collaborative team player who works effectively in a matrixed organization.
Proactive, positive, and personable, with a confident can-do attitude.
Comfort working independently and taking initiative while knowing when to ask for support.
Availability outside standard business hours when urgent matters arise.

Nice To Haves

Experience planning and managing events is highly preferred.

Responsibilities

Provide comprehensive administrative support to two senior Partners and a Vice President, with a focus on calendar management, scheduling, and meeting coordination.
Manage and prioritize multiple executive calendars, including complex scheduling across time zones and with external stakeholders.
Manage executives’ inboxes and correspondence as needed.
Coordinate domestic travel, including flights, hotels, and ground transportation.
Prepare executives for meetings by organizing materials, presentations, and background documents.
Plan and manage firm-related events, including attendee communications, venue coordination, logistics, setup, and onsite execution.
Prepare catering and meeting materials.
Track action items and follow up on projects, meetings, and outstanding issues.
Prepare and submit monthly expense reports.
Manage ad hoc projects and tasks as needed.