EA to Managing Partner, Investment Firm

An opportunity for an exceptional investment sector Executive Assistant to support on a 1:1 basis at a well-backed, ambitiously growing investment fund. With high-intensity periods of work and flexibility to be available round the clock at times, this is a role for someone tech-savvy who wants to fully commit to being available for their Executive in both a business and private capacity (prior experience of supporting HNWI lifestyle requirements is essential).
 
Responsibilities:

• Close proactive calendar and inbox monitoring to make the best use of the Managing Partner’s time
• Relationship management across the business and with key external stakeholders
• Coordinating complex weekly international travel to include private jet arrangements
• Intelligent support with meeting preparation and investor management
• Draft slides, meetings notes, and documents as required, updating the CRM (Salesforce) with significant client interactions
• Support with internal and external events to include team away-days, deal closing dinners, and the AGM
• Private support to include research for holidays, property management, managing private appointments and household suppliers
• Flexibility to support out-of-house essential

 
Qualifications:

• At least three years’ EA experience gained in a large, global financial institution
• Familiarity with supporting HNWI lifestyle requirements
• Additional exposure gained in a smaller / start-up environment would be useful
• Bachelor’s degree
• Tech literate with very strong Microsoft Office suite skills, Salesforce, and a confident AI user