Executive Assistant, Investments

The Team

Across our work in Science, Education, and within our communities, we pair technology with grantmaking, impact investing, and collaboration to help accelerate the pace of progress toward our mission. Our Operations organization provides the support needed to push this work forward. 

Operations consists of our Brand & Communications, Central Tech, Finance, People, Real Estate/Workplace/Events/Facilities/Security (REWFS), Strategy & Operations, and Ventures teams. These teams provide the essential operations, services, and strategies needed to support CZI’s progress toward achieving its mission to build a better future for everyone.

The Opportunity

The investment team’s goal is to build a world-class investment portfolio to help fund CZI’s ongoing operations over the long-term. The investment program pursues a “manager of managers” approach, scouring the globe to find extraordinary investment organizations that invest across a wide spectrum of styles and asset classes. The team is led by Chief Investment Officer David Lee, and includes three other executive assistants.    

We are looking for an Executive Assistant to provide administrative support for two Managing Directors and the broader marketable team. The support will range from scheduling travel and meetings, drafting correspondence, processing expense reports, coordinating internal processes, and organizing team events, among other duties related to investments. 

We have a “one team, one portfolio” approach, in which every team member takes ownership for our collective success.  Candidates should be comfortable with a fast-paced environment and eager to be part of building our investment organization.  They will possess an ability to navigate ambiguity effectively and be collaborative, hungry to learn, nimble and proactive.  Applicants must have strong communication skills, incredible attention to detail, must be able to work independently, and always be one step ahead. The person in this role will need to be a masterful problem-solver and an organizational whiz. 

What You'll Do

• Manage an extensive array of administrative tasks for the senior leaders on the team that require you to organize logistics: wrangle hectic calendars and prioritize time, book travel, plan events, etc.
• Anticipate the needs of the senior leaders and proactively seek appropriate resources to support the team
• Work collaboratively with our existing EAs to coordinate on administrative priorities and contribute to projects outside of normal scope when needed
• Manage expense reporting
• Organize and manage document library of communications related to our investment portfolio (letters, legal documents, performance statements, etc)
• Other tasks as requested, including but not limited to investment support work

What You'll Bring

• 7+ years of professional experience with related administrative, operations or project management work in a fast-paced environment
• Experience supporting senior level leaders in the banking or finance industry is preferred, but not required
• Excellent organizational skills: a self-starter with strong foresight, reliable, and outstanding attention to detail
• Excellent written and verbal communication skills
• Strong time management skills with ability to multitask and prioritize across projects to meet deadlines
• Flexible mindset, comfortable navigating ambiguity and shifting priorities
• Proven ability to work collaboratively in a team environment
• Excellent judgment and respect for confidentiality and ethics
• Tech savvy, comfortable communicating virtually and learning new office tools (especially Google Apps like Gmail, Calendar, Docs, Spreadsheets and Slack)
• Interest in learning about investing and contributing to our team culture
• Passion for CZI’s mission

Compensation

The Redwood City, CA base pay range for a new hire in this role is $56.73 - $78.27. New hires are typically hired into the lower portion of the range, enabling employee growth in the range over time. Actual placement in range is based on job-related skills and experience, as evaluated throughout the interview process. 

Better Together

As we grow, we’re excited to strengthen in-person connections and cultivate a collaborative, team-oriented environment. This role is a hybrid position requiring you to be onsite for at least 60% of the working month, approximately 3 days a week, with specific in-office days determined by the team’s manager. The exact schedule will be at the hiring manager's discretion and communicated during the interview process.

Benefits for the Whole You 

We’re thankful to have an incredible team behind our work. To honor their commitment, we offer a wide range of benefits to support the people who make all we do possible. 

• Provides a generous employer match on employee 401(k) contributions to support planning for the future.
• Paid time off to volunteer at an organization of your choice. 
• Funding for select family-forming benefits. 
• Relocation support for employees who need assistance moving

If you’re interested in a role but your previous experience doesn’t perfectly align with each qualification in the job description, we still encourage you to apply as you may be the perfect fit for this or another role.

#LI-Hybrid