Job Description
EXECUTIVE OPERATIONS
• Manage complex, competing calendars for the CEO and CFO — proactively resolving conflicts, protecting deep-work time, and anticipating scheduling needs before they arise
• Own end-to-end travel coordination including flights, ground transport, accommodations, and contingency planning across investor meetings, off-sites, and conferences
• Triage, prioritize, and draft correspondence on behalf of the CEO and CFO — matching their voice and standard, requiring minimal editing before sending
• Prepare pre-meeting briefings, background research, and post-meeting action capture — ensuring leadership walks into every room prepared
BOARD & INVESTOR SUPPORT
• Own the full lifecycle of quarterly board meetings in collaboration with PE partner administrative team— scheduling across investor and independent director calendars, coordinating materials, managing virtual or in-person logistics, and tracking follow-up items post-meeting
• Collect, format, and distribute board packages with strict version control and deadline adherence
• Routinely handle pre-close M&A data, compensation discussions, board-only communications, and other sensitivity-level materials with airtight confidentiality
STRATEGIC & ORGANIZATIONAL SUPPORT
• Manage cross-functional projects and commitments on behalf of leadership — tracking deliverables, driving follow-up, and ensuring nothing falls through the cracks
• Act as liaison to outside counsel, auditors, and key advisors on scheduling, document requests, and coordination
• Support logistics for, leadership off-sites, and company-wide communications
• Conduct ad hoc research, synthesis, and summarization to support leadership decision-making
• Identify and build operational systems and workflows that reduce friction for the executive team
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 7+ years supporting C-suite executives, ideally CEO and/or CFO simultaneously
• Direct board meeting support experience
• Private equity, investment banking, or financial services background strongly preferred
• Demonstrated experience managing distributed, multi-time zone workflows
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.