Executive Assistant to the CEO

About the company

Auquan builds autonomous AI agents that eliminate repetitive work across institutional finance. Our agents power workflows across credit, investment, ESG, and compliance for firms like MetLife, T. Rowe Price, BC Partners, and ERM.

Job Description

We are a Series A company defining a new category: agentic AI for institutional workflows. Today, 40% of the world’s top 50 financial institutions use Auquan. The next 12 months are about turning proven product‑market fit into scalable pipeline, and this role is central to making that happen.

The Role

The Executive Assistant to the CEO is a critical role at Auquan, ensuring the Chief Executive Officer can operate at maximum effectiveness. The postholder acts as the primary organisational layer around the CEO – owning the calendar, driving meeting preparation, and managing the flow of information and correspondence that keeps the business moving.

This is a high‑trust, high‑autonomy position that demands excellent judgement, strong written communication, and the ability to work independently in a fast‑moving environment. The right person for this role is proactive, organised, and composed under pressure – someone who takes ownership, thinks ahead, and gets things done without needing to be chased.

As an AI‑first company building autonomous AI agents for the financial industry, Auquan expects all team members to be genuinely AI‑native in how they work. The postholder will be expected to actively use AI tools to enhance their own productivity – from AI‑assisted note‑taking and drafting to research and scheduling – and to stay current as the tooling evolves. Using AI well is part of doing the job well at Auquan.

What You’ll Do

• Calendar Ownership & Time Management: Own the CEO’s calendar, proactively managing time, priorities, reschedules, and conflicts without supervision. Coordinate scheduling across global time zones, ensuring meetings with investors, clients, and internal stakeholders are booked efficiently and with appropriate lead time. Manage competing demands on the CEO’s time, applying sound judgement on prioritisation and flagging conflicts early. Oversee travel logistics including itineraries, accommodation, visa requirements, and ground transport, ensuring seamless executive travel.


• Meeting Preparation & Executive Briefings: Prepare agendas and contextual briefs ahead of all meetings the CEO attends, surfacing relevant materials, background information, and talking points clearly and concisely. Take daily notes and prepare management meeting agendas in advance, maintaining consistency in quality, tone, and delivery. Manage pre‑meeting context‑chasing and coordinate with internal stakeholders to gather inputs, updates, and materials required for executive‑level meetings.


• Executive Communications & Documentation: Manage the EA@ inbox, triage and respond to incoming correspondence with professionalism and appropriate urgency. Assist in drafting, editing, and managing executive correspondence, including emails, investor touch‑points, and client communications, as directed. Maintain key coverage documents and tracking lists – including investor post‑touch‑point logs, scheduling pipelines, and contact records. Produce meeting notes, action summaries, and written outputs that are high quality, actionable, and shared promptly with relevant audiences.


• Executive & Cross‑Team Support: Provide light administrative and scheduling support to other senior leaders (e.g. COO, Head of Sales) as required. Play a coordinating role in internal company events, including team off‑sites, all‑hands meetings, and company socials. Support the organisation of occasional external events such as client dinners, investor meetings, or conference attendance. Serve as a coordination layer between the CEO and internal teams, facilitating communication flow and ensuring follow‑through on actions.

What We’re Looking For

• Proven experience as an Executive Assistant or in a comparable role supporting C‑suite executives in a fast‑paced environment


• Demonstrable track record of owning an executive’s calendar and correspondence with minimal supervision


• Experience preparing executive‑level briefings, meeting notes, and written summaries


• Experience coordinating events or logistics across multiple stakeholders, including external parties


• Outstanding organisational and time‑management skills, with the ability to manage multiple priorities without dropping the ball


• Excellent written and verbal communication skills; ability to represent the CEO’s voice with professionalism and precision


• Sound judgement and discretion when handling confidential or sensitive information


• High agency and ownership mindset – comfortable figuring things out independently without being prompted


• Calm and composed under pressure; able to think clearly and prioritise when things move fast


• Low ego, collaborative working style with a focus on delivery over optics

Nice‑to‑Haves

• Proficiency in Google Workspace (Calendar, Gmail, Docs, Sheets) and Microsoft Office


• Experience with scheduling tools and note‑taking software (e.g. Granola AI, Fireflies)


• Ability to operate across multiple communication tools (Slack, email, FrontApp)


• Hands‑on use of AI tools in day‑to‑day work including AI assistants, meeting notes, research tools, and productivity automation


• Ability to identify where AI can remove friction from repetitive tasks and implement improvements independently

What We Offer

• Base Salary: $115,000 - $150,000 for New York. Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors.


• Performance Bonus: Target 30% of base, tied directly to measurable mutually agreed upon metrics.


• Total Target Compensation (TTC): $130,000 – $195,000 (New York)


• Equity: Meaningful stock options so you share in our growth

This is a New York‑based, hybrid role; we work together in the office 3 anchor days per week, with flexibility. You should also be comfortable collaborating across time zones (US, UK, India) with occasional travel.