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Investment coordinator

London
Wild Berry Associates
Coordinator
£65,000 - £75,000 a year
Posted: 7h ago
Offer description

We're looking for a highly organised, proactive Investment Coordinator to support our Client's Portfolio Managers and Analysts and ensure smooth collaboration across investment teams. This role is central to coordinating schedules, travel, research logistics, and corporate access, while building strong relationships with internal and external partners.

Key Responsibilities

Provide day‑to‑day support to PMs and Analysts
Coordinate corporate access: conferences, NDRs, analyst meetings, expert calls
Manage calendars, schedule IR calls, and prepare meeting materials
Maintain databases, reporting systems, coverage lists, and watchlists
Liaise with Broker Relations and external IR teams
Process expenses and manage global travel bookings
Support Compliance with meeting clearance and approvals
Handle ad‑hoc administrative tasks

About You

Experience with corporate access or investment/ECM environments
Strong communication and relationship‑building skills
Highly organised with excellent attention to detail
Proficient in Excel, Outlook, and PowerPoint
Collaborative, resourceful, and confident in a fast‑paced environment
If this sounds like you, please get in touch for a chat.

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job

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