Capital Markets, Executive Assistant - Atlanta, GA

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. 

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