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Executive Assistant – Global Strategic Planning & Office of the CEO (oCEO)

Dalio Family Office

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.

Position Summary:

The Executive Assistant will support both the Global Strategic Planning and oCEO leadership team for the Dalio Family Office. The Executive Assistant will enable senior leaders to operate efficiently and effectively by providing seamless coverage and support of day-to-day administrative tasks and managing various team initiatives, processes, and other activities. This individual will provide critical leverage by understanding the executives’ goals, working styles, and preferences as well as guard railing for weaknesses.

Day-to-day responsibilities would include a combination of the following:

Provide direct administrative support for both the Head of Global Strategic Planning and the Chief of Staff oCEO, with activities including:
- Manage complex and dynamic calendars
- Liaise with internal stakeholders and external parties for communication and on-site scheduling
- Coordinate among all schedules, calendars and other shared activities
- Plan and set up appointments and activities proactively and accurately
- Ensure efficient use of time while enabling executives’ shifting priorities.
- Process and follow up on service and support needs, including IT, purchasing, facilities, travel, and expense reimbursement.
Support various departmental (pillar) projects from inception to execution, holding accountability for the time management and workflow process to ensure excellent results.
Ensure executives stay on schedule and meet daily deliverables, monitor, and maintain their task lists, dashboards and workflow.
Assist with meeting preparation and follow up, including maintaining agendas, creating pre-meeting packets, taking notes as needed, distributing, and checking on follow-up items.
Assist with document preparation, management and archiving.
Perform finance administrative transaction processing, such as Concur expense report submission and bank reconciliations.
Support office community and employee caring activities.
Support event planning and coordination of employee milestone celebrations.
Additional duties as assigned

The ideal candidate will possess the following knowledge, skills, attributes, and values:

Excellent time management and task management skills, including ability to triage unexpected priorities and manage demanding and complex international travel schedules.
Natural multi-tasker comfortable wearing many hats in support of a dynamic organization
Ability to anticipate and proactively manage needs of executives
Results driven while able to balance and organize lots of moving parts. Comfortable with ambiguity and quick pivots.
Excellent written and oral communication skills and a professional demeanor.
Excellent word processing, filing, and organizational skills
Ability to coordinate, prioritize and handle multiple projects simultaneously under minimal supervision

Illustrative Benefits:

100% company paid medical premiums
17 company paid holidays
Friday summer hours
Monthly community happy hours
Hybrid work environment
Free catered food services for in-office days
Generous PTO offering
Casual dress code
150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

Qualifications:

Minimum of 8 years of Executive Assistant or similar experience in a high intensity office setting, preferably having supported multiple executives.
Discreet and professional in handling sensitive and/or confidential information and maintaining high integrity.
High degree of client service professionalism engaging both internally with external contacts and advisors
Excellent with Microsoft Word, Outlook, Power Point, OneDrive, SharePoint; at least basic Excel knowledge.
Experience managing projects in a fast-paced, high caliber environment.
Experience with Monday.com, JIRA, Concur, and Sage Intacct.
Experience coordinating office events and employee centric activities.

Compensation:

Compensation for the role includes a competitive salary in the range from $90,000 -$205,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including paid time off ranging from 15 to 25 days based on years of service, paid sick and safe leave, dental, vision, life and disability insurance, paid parental time off, birth mother recovery pay, sick family member pay, parental ramp back up program, gym reimbursement and generous employer match for 401k.

Please note we are unable to provide immigration sponsorship for this position.

At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.

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Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the documents electronically from us. How to contact us You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive documents electronically by emailing HR@marinomgmt.com. How to advise us of your new email address To let us know of a change in your email address where we should send documents electronically to you, you must send an email message to us at HR@marinomgmt.com and in the body of such request you must state your previous email address and your new email address. 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Are you, a relative*, partner, or member of your household: currently employed by, having prior employment history with, and/or having any past or present affiliation** with an: asset management firm, asset management consulting firm, institutional investor (e.g., corporate or public pension fund, sovereign wealth fund/central bank, hedge fund of funds or External-Chief Investment Officer, or money management office of an endowment/foundation/family office), a broker or dealer in a trading or sales capacity, or a service provider or outside partner to Bridgewater (only if you are already aware). *Child, stepchild, grandchild, parent, stepparent, grandparent, spouse, sibling, in-law, domestic partnership, or adoptive relationship **Officially attached to or connected to an organization in volunteer, paid or non-paid, in a substantial or consultative fashion, including serving on the board of directors or governance board

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For purposes of this question, “sponsorship for an immigration-related employment benefit” means “the submission by the Dalio Family Office to U.S. immigration or consular officials of forms or supporting documents requesting approval of:

*an H-1B visa petition,
*an O-1 visa petition,
*an E-3 visa petition,
*TN status,
*any employment-based visa petition on behalf of an individual in F-1, F-2, J-1, L-1, L-2, or any other nonimmigrant visa status, and
*‘job flexibility benefits’ (also known as 1-140 portability or Adjustment of Status portability) for long-delayed adjustment of status applications that have been pending for 180 days or longer.”
(Please ask us if you are uncertain whether you may need sponsorship for an immigration-related employment benefit or desire clarification.)

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I acknowledge that it is the Dalio Family Office’s (DFO) practice to record phone calls and in-person meetings for training and efficiency purposes. I understand that under Connecticut law, the DFO must obtain written consent from a party before recording any calls with the party. This letter constitutes my consent to the recording of any and all telephone calls or meetings between me and DFO personnel made on or after the date hereof relating to my interest in the DFO.

For purposes hereof, "DFO personnel" means any DFO employee, consultant or other individual contacting me on DFO’s behalf in connection with my interest in the DFO.
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Executive Assistant

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