Loyalty Markets Jobs (NOW HIRING)

The Executive Assistant will support the Head of Capital Markets and the senior team, serving as a proactive liaison among investors, lenders, bankers, partners, internal stakeholders, and outside organizations. This role ensures the efficient and timely flow of work across investor-facing activities, deal processes, and team operations-facilitating action, accountability, and clear communication. It is ideal for someone who thrives in a fast-paced environment, wants direct exposure to transactions and investor engagement, and is eager to grow through access, visibility, and trust within a high-impact function. 

Capital Markets Support & Representation 

• Serve as a trusted advisor and liaison to the Head of Capital Markets and senior team, always maintaining strict confidentiality and professionalism. 

• Anticipate needs ahead of meetings, roadshows, diligence sessions, and closings-flag risks and propose solutions before issues arise. 

• Hold internal stakeholders and external partners accountable for deadlines, deliverables, and follow-through. 

• Represent the Capital Markets team's tone, leadership style, and company culture in all interactions, ensuring consistency and alignment. 

 Calendar, Roadshow & Travel Management 

• Expertly manage and prioritize calendars for the Head of Capital Markets and senior leaders, balancing investor, lender, banker, and internal commitments while accounting for travel time and meeting priorities. 

• Coordinate complex domestic and international travel, including flights, accommodations, ground transportation, and dining-ensuring seamless end-to-end logistics. 

• Maintain detailed travel preferences (airlines, seating, loyalty programs) and arrange transportation options tailored to timing and location. 

• Manage company aircraft scheduling when applicable, following established protocols and approval processes. 

• Demonstrate attention to detail by anticipating personal and hospitality preferences-dietary restrictions, room setup, seating, lighting, and special dates-to create a thoughtful experience. 

• Exercise discretion in handling sensitive personal information, sharing only what is necessary to support collaboration and team effectiveness. 

 Communication & Coordination 

• Draft and manage team correspondence-ensuring timely, clear responses and appropriate routing of inquiries to the right owners for action. 

• Connect organizational dots by involving the right stakeholders at the right time (finance, legal, IR, asset management, operations, marketing) to keep work moving. 

• Prepare detailed agendas and comprehensive briefing materials for investor meetings, diligence sessions, and roadshows-actively sourcing data, insights, and context from internal and external channels. 

• Diligently manage post-meeting follow-ups to drive timely action and track decisions, tasks, and documentation. 

• Establish consistent templates and standards for agendas, briefing notes, follow-up trackers, and investor meeting packs. 

• Create light automation or checklists for recurring processes (roadshows, diligence, AGM) to ensure repeatable excellence. 

 Deal, Investor & Event Support 

• Maintain a robust project tracker across active deals, investor engagements, and strategic initiatives; provide regular status updates and highlight dependencies, risks, and next steps. 

• Support CRM hygiene (e.g., Salesforce or equivalent) with disciplined updates on contacts, interactions, follow-ups, and meeting outcomes. 

• Prepare, collect, and quality-check meeting materials-coordinating with presenters, consolidating decks, assisting with PowerPoint formatting, and ensuring brand and data accuracy. 

• Coordinate Annual Investor Conference (AGM) logistics end-to-end: internal prep meetings, schedules, briefing docs, printed materials, vendor coordination, expense tracking and invoice payment, and onsite administration. 

• Support on-site investor and lender meetings, including hospitality and setup: A/V and conferencing tech checks, refreshments, room layout and seating preferences, blinds/lighting, catering orders, transportation, and parking validations. 

• Manage team-hosted dinners, events, hotel blocks, and offsite meeting rooms-balancing cost, convenience, and guest experience. 

• Track and organize routine and non-routine correspondence, NDAs, distribution lists, and key documents for investor interactions and deal processes (in partnership with finance/legal where appropriate). 

Operational & Financial Administration 

• Prepare and review expense reports and reconcile meeting/event costs promptly. 

• Coordinate paperwork and signatures with speed and accuracy; facilitate smooth approvals and document circulation. 

• Maintain departmental calendars for recurring cadences (weekly pipeline reviews, monthly investor updates, quarterly strategy sessions) and ensure materials are ready in advance. 

Experience & Education 

• Prior experience supporting senior leaders in capital markets, investment banking, private equity, real estate finance, investor relations, or a similarly fast-paced investor-facing environment is preferred. 

• Prior experience in Project Management, including planning, execution, and follow-through on deliverables is preferred. 

• Bachelor's degree preferred but not required. 

Skills & Competencies 

• Exceptional interpersonal skills with the ability to build strong relationships and work effectively with senior leadership and diverse stakeholders. 

• Proven success managing complex calendars, travel, and event logistics with precision and urgency. 

• Excellent written and verbal communication skills. 

• Demonstrated ability to anticipate challenges, propose solutions proactively, and prevent issues before they arise. 

• Exceptional prioritization and triaging skills; able to protect executive focus, make judgment calls independently, and manage rapid context-switching. 

• Strong organizational and time-management abilities; adept at multitasking with precision and attention to detail. 

• Demonstrate advanced proficiency in modern productivity, communication, and project management tools; introduce improvements that increase visibility and reduce friction (e.g., Outlook/Teams/Zoom, Asana/Smartsheet, CRM). 

Personal Attributes 

• Self-starter with a proactive approach and strong emotional and professional maturity. 

• Flexible, intellectually curious, and eager to learn. 

• Service-oriented mindset with a hospitality mindset toward both internal partners and external stakeholders. 

• High integrity, discretion, and professionalism; comfortable with sensitive information and tight deadlines. 

• Friendly, confident, and professional demeanor in all interactions. 

Additional Requirements 

• Willingness to work evenings, weekends, and travel as needed. 

• Responsible for handling sensitive information and financial data. Access to and management of private financial data will require signing a confidentiality agreement.