PA
PA / Associate in Investment Management – administrative duties plus Finance Operations and HNW Client Contact - £40-42K plus bonus and benefits
This is an involved role joining a growing Investment Management firm whose clients are HNWIs.
You will work as a Client Executive, supporting two Portfolio Managers in a role which combines 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 two bosses who have a busy, established 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 one year’s experience in a similar environment in Finance / Investment Management. 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. Mayfair location with 1-2 days WFH per week (hybrid role after probation).
£40-42,000 plus enhanced pension, discretionary bonus and private medical insurance