Roadshow Coordinator/Executive Assistant
Customer Service & Support
Our NYC based client is seeking a Roadshow Coordinator/Executive Assistant. Competitive hours and benefits are offered but you will be in office 5x/week.
Roadshow & Executive Coordinator
Private Capital Advisory | New York City
A private capital advisory platform is seeking a Roadshow & Executive Coordinator. This role will lead the coordination and execution of fundraising roadshows and provide executive-level administrative support as needed.
This is a high-visibility, client-facing position ideal for someone with experience in institutional fundraising who understands the pace, urgency, and discretion required in this environment. The ability to operate independently, manage multiple stakeholders, and exercise sound judgment is essential.
Key Responsibilities
Coordinate domestic and international GP fundraising roadshows
Manage LP meeting scheduling across multiple time zones
Liaise with LP offices, GP clients, and internal deal teams
Maintain and update CRM systems (DealCloud or equivalent)
Track meeting confirmations and follow‑ups
Manage travel logistics, including air, hotel, and ground transportation
Prepare detailed roadshow itineraries
Coordinate conference participation and investor events
Provide calendar management and administrative support for senior deal teams
Handle expense reporting, travel booking, and logistics support
Coordinate internal meetings and prepare materials
Support ad hoc projects as needed
Qualifications
3–7 years of experience within a placement agent, private equity firm, investment bank, or alternative asset manager
Direct experience coordinating institutional fundraising roadshows
Familiarity with the LP ecosystem (e.g., pensions, endowments, consultants, family offices)
Proficiency with CRM systems (DealCloud strongly preferred)
Advanced Microsoft Office skills (Outlook, Excel, PowerPoint)
Ability to manage competing priorities with urgency and accuracy
Strong interpersonal skills with a high level of discretion
Highly organized, detail‑oriented, proactive, and adaptable
Comfortable working in a fast‑paced, high‑energy environment
Pay Details: $100,000.00 to $115,000.00 per year
Search managed by: Lisa Garfinkel
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
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Ref: US_EN_27_814606_3121895