Menu Icon

Executive Assistant


£40000 - £45000 per annum
Ref: 084105750RW  Date Posted:  31/01/2020
Are you seeking your next Executive Assistant position in the investment sector? Would you jump at the chance to work with a boutique asset management firm in an incredibly involved Assistant role? I am keen to speak to Assistants who have an interest in asset management, are comfortable creating various presentations and spreadsheets for the team’s growing portfolio.

Your role will be to support a team of 8 professionals and the Global Head, helping manage their portfolio by arranging meetings with clients, investors and the Global Team to ensure everyone is kept up to date.

You will be responsible for:

- Planning team meetings and printing any documentation in advance – inputting data to create relevant graphs and spreadsheets for the team to discuss
- Managing all of the team’s diaries – being proactive and thinking ahead for what is needed at each meeting
- Organising international travel, visas and accommodation for the team
- Processing expenses and taking minutes
- Creating annual and quarterly reports, making presentations and compiling broker research on behalf of the team
- Helping with ad hoc projects
- Keeping track of the client log, monitoring compliance and competitor factsheets for the team

You will be in constant contact with market leaders and their portfolio companies, quickly becoming part of the team by making yourself the go-to person for all logistics and administration.

To excel as an Executive Assistant with this team you must be:

- Confident and articulate – able to spot mistakes and hold the team to account
- Proactive, hardworking and calm – you will always organise meetings in advance, but are able to make last minute changes
- An experienced Executive Assistant, comfortable with supporting multiple professionals as well as senior team leaders

 The company are all working towards the same goal and they work extremely hard. Employees are very well looked after in terms of development, training, benefits and bonuses, which reflects the value this asset management firm places in their support staff.

This firm is located in London and easily commutable from Wimbledon, so is perfect for any commuters from the Surrey area.