EA

EA

EA in Investment Management - 12-month FTC

EA duties plus Finance Operations and HNW Client Contact - up to £50K plus bonus and benefits

This is an involved role joining a growing Investment Management firm whose clients are HNWIs.

Supporting a Director / Head of Department in a role which combines EA/PA duties with specific administration relating to clients' portfolios, so a financial background good numerical skills are preferred.

Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking - you will be involved in broad support for your boss who has a busy, very established HNWI client base.

Duties will include:

• Administrative and PA duties including arranging meetings / booking travel
• Transactional work including making and receiving payments for / from clients
• Liaison with external stakeholders (legal / finance)
• Building client relationships (HNWIs) Investment presentation and valuations statements (PowerPoint)
• Extensive liaison with internal teams regarding client lifecycle

This role would suit someone with at least two years' experience in a similar PA / EA role. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role.

Great office and team environment, excellent onboarding and training process as well as mentoring from senior Investment colleagues.

Great Mayfair location with 1-2 days WFH per week (hybrid role after probation).

Up to £50,000 pus bonus and very good benefits package