Executive Assistant/Personal Assistant Job Location: Belfast(3 days in the office, 2 days from home)
Contract Length: 31/12/2025 - potential to extent
Industry: Banking
Working Hours: 8 per day/ 40 per week
The role presents the opportunity to work within a major investment bank in a leading research house that is developing distinct and thematic research.
Citi Research focuses on delivering the highest quality company, sector, economic and geographic insights to our clients globally. The unit includes equity and fixed income research, economic and market analysis and product-specific analysis to help individual and institutional clients navigate a complex global marketplace. Administration
Organise and manage extensive and detailed travel arrangements (flights, hotels, visas, cars and trains). Prepares and distributes schedules/agenda for travel.
Timely processing of analysts’ expenses through Travel and Entertainment Expense system.
Assist with data maintenance using Excel and Word.
Assist with the maintenance of CRM client distribution lists and uploading client contact information.
Co-ordinate meetings, conference calls and liaising with clients and Citi colleagues across regions to organise meeting schedules and set up event invites.
Research and Data Management
Assist with sourcing market and company information via the internet.
Create charts and graphics (e.g. with Excel ChartWizard, PowerPoint) for inclusion in reports and presentations.
Use DataCentral (in-house database) to extract data for inclusion in various research reports.
Manipulate data across various applications e.g. Excel, Word, PowerPoint and in-house databases.
Ensure all meetings, calls, events are logged in CRM and manage client distribution lists. In addition, update and maintain internal databases (e.g. CRM) comprising company/client contact information.
Ability to work to regular timetables under limited supervision.
Candidates will ideally have 5 years’ administrative experience, preferably within the financial services industry.
Proficient in Word, PowerPoint, and Excel.
A strong command of the English language (oral and written) is essential.
Candidates with a background in Financial Services and residence in Belfast are encouraged to apply.