Personal Assistant - Investment Management

About the Company

Our client is a distinguished investment management company known for its expertise in alternative and property investments. The firm fosters a collaborative and entrepreneurial environment, offering an excellent career opportunity within a dynamic and high-performing team supporting senior investment professionals.

Role Overview

The Personal Assistant will deliver exceptional support to a busy investment group. Serving as a reliable point of contact, the role involves managing daily operations efficiently and interfacing confidently with investors, advisers, and senior stakeholders. This position is ideal for candidates with PA or Senior Team Assistant experience in investment management, asset management, private equity, real estate, or financial services.

Primary Responsibilities

• Organize complex diaries, coordinate meetings, and manage stakeholder communication.
• Arrange domestic and international travel, including itineraries and accommodation bookings.
• Coordinate board meetings, investor events, and team functions.
• Prepare presentations, reports, and business documents.
• Handle invoice processing and maintain accurate records.
• Communicate effectively with external advisers, suppliers, and internal teams.
• Provide office support including facilities management and general administrative duties.

Candidate Profile

• Proven experience as a Personal Assistant or Senior Team Assistant within financial services or investment environments.
• Expertise in diary management and coordinating with various stakeholders.
• Highly organized and proactive with the ability to juggle multiple priorities effectively.
• Strong communication abilities paired with meticulous attention to detail.
• Advanced skills in Microsoft Office; familiarity with AI tools is a plus.
• Professional demeanor, adaptable nature, and a collaborative, positive attitude.

Why Join?

This role offers a remarkable chance to be part of a reputable investment firm, providing a diverse set of responsibilities, real accountability, and potential for career growth within a supportive, high-achieving team.