Job Details

Location: Larkspur (by Marin Country Mart) | In-office Monday - Friday

Firm Style: Dynamic, fast-paced, highly collaborative, team-oriented, startup mentality

• Have 5+ years of experience supporting senior executives (finance, investment, or startup experience a plus)
• Are highly proficient with Outlook, Zoom, and modern office technology
• Are extremely organized, detail-oriented, and able to thrive in a fast-paced environment
• Have excellent written and verbal communication skills
• Operate with the highest level of discretion, integrity, and confidentiality
• Are proactive, solutions-oriented, and always thinking ahead
• Enjoy working on a small, driven team and contributing meaningfully to a growing firm

Your Responsibilities:

• Provide high-level administrative support to the Co-Founder & Director of Research and an additional senior executive
• Manage complex calendars and scheduling across multiple time zones, ensuring priorities run smoothly
• Coordinate meetings, calls, and logistics, both virtual and in-person
• Oversee domestic and international travel planning
• Support day-to-day office operations and provide general assistance to the onsite team as needed
• Partner cross-functionally with internal teams (including finance) on expenses, documentation, and workflow processes
• Assist with investor-related coordination, research support, offsites, and firm events
• Serve as a professional point of contact for internal and external stakeholders while handling all matters with discretion and care

Where Youll Make an Impact:

This is a highly visible role supporting senior leadership within a close-knit investment team. Youll be trusted to anticipate needs, keep priorities on track, and help ensure the firm operates efficiently day to day. The ideal candidate brings a strong work ethic, a positive and collaborative mindset, and the ability to work independently when needed. A can-do attitude, sound judgment, and excitement about learning and growing alongside the firm are essential for success in this role.