Executive Assistant/Personal Assistant

Private Equity
The ideal candidate selected for this role will have a unique opportunity to serve in a position critical to the success of the private equity business unit and the firm’s daily operations.  The position reports directly to John Grafer, partner of the private equity investment team while working collaboratively with the Business Services Team members to provide seamless administrative support to a growing office and team. Business Services Team members actively promote the firm’s Values and Guiding Principles and are flexible and willing to collaborate across functions.    

Executive Assistant Responsibilities

    • Garnering trust and providing exceptional executive assistance for partner of the private equity business unit and private equity team by proactively anticipating needs
    • Coordinate point-to-point travel needs as necessary for principal and investment team members including booking all travel, hotels, and ground transportation
    • Scheduling internal and external meetings
    • Become a trusted resource for the investment team for ad-hoc support requests
    • Manage scheduling of board meetings for Satori portfolio companies
    • Ensure all administrative needs are thoughtfully and flawlessly met
    • Build effective working relationships with all internal and external key stakeholders
    • Artfully exercise discretion, confidentiality, and tact in all company and personal matters
    • Ad-hoc support requests

Personal Assistant Responsibilities

    • Provide personalized support for a variety of tasks related to the partner’s working life and communication.
    • Handle personal errands and projects which might include:
    • Scheduling personal appointments
    • Planning out-of-town events (including venue, catering, and logistics)
    • Booking personal travel including flights, hotels, and ground transportation
    • Researching and procure equipment, supplies and services 
    • Executing special requests and related duties as needed 

Office Administration Responsibilities

    • Own responsibilities related to opening and closing the Dallas office and arranging coverage when receptionist is away (receptionist covers 30 hours/week)
    • Provide general assistance to visitors and guests
    • Assist with event planning and production for team events
    • Support administrative aspects of day-to-day office operations, including light cleaning of office, kitchen, and meeting room spaces

Candidate Attributes/Skills

    • Humble, energetic, and positive can-do approach; an individual that is highly driven and is willing to roll-up her or his sleeves and do the work in a rapidly growing business
    • Keen judgment and multi-focal intelligence; an individual who has a quick and thorough grasp of salient issues, and is able to make evaluations, recommendations, and decisions in alignment with the vision, strategy, and culture
    • Broad world view; an individual who views the world in a holistic manner and is able to understand, respect, synthesize, and integrate multiple points of view
    • Emotional stability; an individual with resilience working in an atmosphere with high expectations
    • Accountability, ownership, and integrity; an individual who knows her or his personal brand is defined by the quality of work and relationships
    • Sophistication in communications, interpersonal relations, and diplomacy; an individual able to communicate in writing and verbally with great precision and effectiveness, both internally and externally at all levels
    • Resourcefulness, initiative, and attention to detail; an individual who is a problem solver, curious, and values extraordinary outcomes


    • Bachelor’s degree preferred or equivalent skills and experience
    • At least 3-5 years of experience consistent with this type of position in a similar environment
    • Advanced writing skills are preferred
    • Experience in marketing/brand management, event planning, or public relations is desirable.