About the Role
Work directly with the CEO of Endowment Partners as a trusted strategic partner, supporting all aspects of the CEO’s daily routine and helping ensure seamless coordination across internal priorities, client-related projects, and external communications. This role supports calendar management, meeting coordination, travel arrangements, correspondence, project follow-up, Requests for Proposal, client onboarding, reporting materials, and day-to-day administrative needs. The ideal candidate is highly organized, detail-oriented, proactive, and able to exercise sound judgment when handling confidential information, time-sensitive matters, and competing priorities. As part of a small, collaborative team, the Executive Assistant / Strategic Operations Coordinator will gain meaningful exposure to the daily operations of a boutique institutional investment advisory firm, including executive support, client service coordination, proposal development, internal communication, and firmwide project management.
Requirements
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About the Company
Endowment Partners is an independent, fiduciary investment firm dedicated exclusively to serving nonprofit organizations, foundations, and philanthropic families. The Firm provides discretionary, multi-asset class portfolio management tailored to each client’s Investment Policy Statement, liquidity needs, and long-term spending objectives, with a disciplined focus on risk management and consistency across market cycles. Through an open-architecture approach, Endowment Partners conducts rigorous manager selection across public and private markets and integrates both active and passive strategies, as well as income-oriented overlays when appropriate. Beyond portfolio construction, the Firm partners closely with boards and investment committees to strengthen governance, refine investment and spending policies, and support donor stewardship—helping ensure that each organization’s mission is sustainably funded for generations.