Executive Assistant

Classera

Key Responsibilities

• Manage complex calendars, meeting schedules, investor calls, and travel logistics (domestic and international).
• Prepare agendas, briefing notes, and key talking points ahead of partner meetings and board discussions.
• Handle confidential correspondence, investor communication, and follow-ups with professionalism and discretion.
• Draft, proofread, and format investment memos, presentations, and client communications.
• Maintain filing systems for NDAs, deal documents, and portfolio company updates.

Investor Relations & Deal Coordination

• Coordinate investor communications, quarterly reporting, and data room updates.
• Support due diligence processes organizing materials, tracking submissions, and liaising with portfolio company contacts.
• Maintain contact databases (CRM) for investors, co-investors, and portfolio executives.
• Assist in scheduling and coordinating roadshows, pitch events, and industry conferences.

Operational & Strategic Support

• Act as a bridge between the leadership team and internal/external stakeholders, ensuring smooth information flow.
• Track key deadlines, action items, and deliverables across ongoing deals and firm initiatives.
• Support firm-wide initiatives such as annual general meetings, offsites, and investor networking events.
• Assist with expense tracking, vendor coordination, and basic finance or compliance documentation as needed.