PA to Portfolio Manager, £36,000 + bonus

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An exciting opportunity for a confident and articulate PA has arisen in this leading investment management firm based in exquisite offices in London’s West End. As the PA / Personal Assistant, you will be supporting an extremely popular and in demand Senior Fund Manager in both classic PA support as well as portfolio administration. We are looking for a PA who either has some portfolio admin experience or if not, someone who is bright with a genuine interest in the investment sector –  the company will provide training for the right individual and as such they are looking for a PA willing to build a lasting relationship with their boss and commit for the long term.

This is an amazing PA opportunity for someone who wants to work for a reputable, high-end firm where you will be looked after and rewarded. The team here are intelligent, hardworking and happy – if you are a PA who values a positive office atmosphere, and a nice boss with a great sense of humour, then this could be a match made in heaven.

Your role as PA will be busy and varied:

  • Supporting the Portfolio Manager in both PA and administrative support
  • Being the main point of contact for clients both on email and via the phone
  • Busy diary management
  • Travel coordination
  • Document production including PowerPoint presentations
  • Dealing with private clients, setting up new portfolios and other administrative tasks requiring a high level of confidentiality
  • Monthly reporting
  • Occasional personal support
  • Ad hoc projects

The successful candidate will ideally have a degree / secretarial qualification with at least a couple of years PA / Assistant experience. Investment background highly desirable but more importantly you will have a great attitude and a ‘roll your sleeves up and muck in’ approach.

Please apply by sending your CV today.

If you would like to apply for this job, please get in touch.