Executive Assistant-Real Estate Investment Firm
hace 2 semanas
We are seeking a highly professional, resourceful, and proactive Executive Assistant to support our Real Estate investment firm in Mexico City. The ideal candidate will be bilingual in English and Spanish, possess exceptional organizational and communication skills, and be comfortable operating in a fast-paced, high-confidentiality environment. This role requires strong business judgment, impeccable attention to detail, and the ability to manage multiple priorities while interfacing with investors, executives, and internal departments.
Full-Time | On-Site
Cerrada de las Palomas
Colonia Reforma Social, Miguel Hidalgo
Ciudad de México, Mexico CP 11650
Key Responsibilities
Executive & Administrative Support
- Prepare executive-level reports, presentations, meeting materials, and follow-up documentation.
- Manage expense reports, reconcile transactions, and assist with billing and invoice preparation.
Investor Relations & Fund Support
- Assist with managing investor communications, inquiries, and documentation, including DocuSigns, tax forms (K-1s, returns), subscription documents, and compliance files.
- Maintain and update investor databases (e.g., SharePoint) ensuring accuracy of personal info, trusts, and beneficiary records.
- Support capital raise activities by tracking capital calls, updating fundraising trackers, and coordinating investor follow-ups.
- Organize and upload quarterly property and fund updates; support reporting cycles for banking, accounting, and portfolio management teams.
Document & Office Management
- Oversee digital document flow, ensuring accurate execution and timely processing through DocuSign and internal systems.
- Maintain organized filing systems for legal, investment, and operational documents.
- Coordinate office supplies, vendor interactions, and occasional event or meeting logistics.
- Provide general operational support to ensure day-to-day office activities run efficiently.
Requirements
- Bilingual English–Spanish (spoken and written) – required.
- Minimum 2–3 years of experience supporting executives, senior leaders, or C-suite members—preferably within financial services, real estate, private equity, or investment firms.
- Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
- Experience with DocuSign, SharePoint, or similar document management tools.
- Exceptional organization, time-management, and prioritization skills.
- Strong written and verbal communication abilities with a professional, client-focused demeanor.
- Ability to work under pressure, maintain confidentiality, and exercise sound judgment.
- Demonstrated ability to work independently and collaboratively.
Preferred Qualifications
- Prior experience in investment firms, private equity, real estate funds, or corporate financial environments.
- Familiarity with CRM or investor management systems.
- Knowledge of U.S. or Mexican compliance documentation (K-1s, tax forms, subscription agreements) is a plus.
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