Top Investment Executive jobs in Michigan

About Us:

We are an operationally focused private investment firm that specializes in investing in and growing founder- and family-owned industrial, manufacturing and business-services companies. We invest in people and partner with management teams to help companies reach their fullest potential. Auxo currently owns over a dozen companies.

Position Summary:

The Executive Assistant will provide high-level administrative support to the managing partner of the firm. This role requires high-energy, excellent organizational skills, the ability to handle sensitive information with discretion, and a proactive approach to managing the partner's schedule and tasks. The ideal candidate will be detail-oriented, a strong communicator, a team player, and capable of managing multiple priorities in a fast-paced and dynamic environment.

Key Responsibilities:

• Calendar Management: Act as a gatekeeper and coordinate and manage the partner’s complex and ever-changing calendar, ensuring efficient time management and prioritization of meetings and events.
• Be capable of interaction with high-level clientele such as the firm’s investors, CEOs, community & business leaders, and other similar individuals. 
• Travel Coordination: Arrange detailed travel plans, itineraries, and agendas. Handle all logistics related to domestic and international travel.
• Communication: Act as the primary point of contact between the partner and internal/external stakeholders. Handle incoming correspondence, emails, and phone calls, prioritizing and responding as necessary.
• Meeting Preparation: Organize and prepare materials for meetings, including agendas, reports, and presentations. Assist with food orders, luncheon planning, and planning of other business-related meetings as requested.
• Create briefing summaries on individuals/firms for upcoming meetings to quickly prepare the partner with relevant information for the meeting.
• Document Management: Maintain and organize confidential files and documents, ensuring they are easily accessible and up to date. Assist in drafting, formatting, and proofreading correspondence, reports, and emails.
• Project Support: Assist with special projects and research as needed. Collaborate with other team members to ensure successful project completion.
• Office Management: Support general office administration tasks as needed, including ordering supplies, managing office equipment and vendors, coordinating maintenance needs, and ensuring a well-functioning workspace.
• Expense Reporting: Track and submit expense reports, ensuring compliance with company policies and timely reimbursement.
• Assist with new employee on-boarding.
• Infrequent travel may be required.
• Event planning & coordination such as an annual investor conference, summer team party, Auxo team trips, office open house, etc.

Qualifications:

Education: Bachelor’s degree from accredited College/University desirable. Related course work a plus.

Experience: Minimum of 5 years of experience as a Senior Executive Assistant/Administrative Leader supporting a CEO, or C-suite high-level executive, preferably in finance, private equity, or a related industry.

Skills:

• A high-energy, positive “can do” attitude.
• Exceptional organizational and time-management skills.
• Strong written and verbal communication skills.
• High level of proficiency with project management tools and software specifically Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) skills and zoom.
• Ability to work independently and as part of a team.
• Unquestioned discretion and confidentiality.
• Strong attention to detail and problem-solving abilities.
• Flexibility to adapt to changing priorities and manage multiple tasks simultaneously.
• Experience working in a high-pressure, fast-paced environment.
• Project Management experience a PLUS with experience dealing with and meeting high-level clientele on a regular basis and managing those relationships.
• Flexibility to attend to business needs at non-standard office hours.

Benefits:

• Competitive salary and performance-based bonuses.
• Generous and comprehensive health, dental, vision, short & long-term disability insurance.
• Retirement savings plan with company match.
• Cell phone cost reimbursement.
• Generous paid time off and holidays.
• Flexible work schedule possible.