Executive Assistant for Investment House (12 months Fixed)

Executive Assistant / Team PA - Private Investment Firm

Birmingham Exceptional Offices High-Performance Environment

A highly regarded and fast-moving private investment firm is seeking an exceptional Executive Assistant / Team PA to support a senior group of Partners and their Portfolio team.

This is not a traditional support role. You will operate at the heart of a commercially driven, deal-focused environment, working closely with senior stakeholders who are actively investing in and scaling ambitious businesses across the UK.

The firm is known for backing entrepreneurial management teams and driving growth through strategic investment. As part of the Birmingham office, you will play a key role in ensuring the smooth operation of a high-performing team where pace, precision and professionalism are critical.

The Role

You will provide seamless, proactive support to a team of senior Partners, acting as a trusted right-hand across both business and operational activity.

This is a varied and high-trust role where no two days are the same, combining traditional EA responsibilities with office coordination, event management and exposure to investment-related activity.

Key responsibilities will include:

• Complex diary and schedule management across multiple senior stakeholders
• Coordination of domestic and international travel, often at short notice
• Preparation and formatting of high-quality presentations, reports and investor materials
• Managing expenses, invoices and administrative processes with accuracy and discretion
• Supporting the production and distribution of portfolio and valuation reports
• Acting as the first point of contact for visitors and overseeing a polished front-of-house experience
• Coordinating high-profile events including client dinners, networking events and corporate engagements
• Supporting wider team operations and stepping in where needed across the EA function
• Conducting light-touch research to support business activity and decision-making

This is a fast-paced, professional and highly collaborative office where standards are high and attention to detail matters.

You will be working with individuals who are commercially focused, driven and used to operating at pace requiring a PA who can anticipate needs, stay ahead, and bring structure to a busy and evolving workload.

In return, you will gain exposure to a sophisticated investment environment and work closely with senior decision-makers.

Applicants must have:

• 3-5+ years' experience in a PA / EA role within a professional or corporate environment
• Strong experience supporting multiple senior stakeholders simultaneously
• Exceptional organisational skills with the ability to prioritise under pressure
• High attention to detail with strong written and verbal communication skills
• A proactive, solutions-focused mindset
• Confidence, professionalism and the ability to build relationships at all levels

Katie Bard is acting as an agency and is an equal opportunities employer