PA PA / Associate in Investment Management – administrative duties plus Finance Operations and HNW Client Contact - £40-45,000 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 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). £40-45,000 plus enhanced pension, discretionary bonus and private medical insurance