PA to CEO & Portfolio Manager in Leading Investment Firm, £45k

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An exciting opportunity for a Personal Assistant to join this high-end investment firm based in beautiful offices in Mayfair. This a newly created PA role supporting a charming CEO and Senior Portfolio Manager – both of whom are lovely and very different in their working styles! This role would suit a Personal Assistant / EA who thrives on being versatile and being relied on as a true ‘right hand.’

Your role as PA/Personal Assistant will be entail both traditional support for the CEO as well as more client facing responsibilities and admin projects for the Senior Portfolio Manager.

  • Extensive diary management for both
  • Full inbox management for the CEO
  • International travel coordination and itineraries
  • Minuting meetings and liaising with board members
  • Expenses
  • Supporting the OM with ad hoc projects
  • Portfolio Administration
  • Dealing with client requests and queries
  • Creating PowerPoint presentations and Excel reports
  • Attending client meetings with PMs

The successful PA will be confident and well-spoken with a proactive and forward-thinking approach. You will ideally have similar PA experience from either a financial / investment / consultancy background, with a degree or equivalent PA qualification.

This is an amazing opportunity for a PA/EA who wants to work in a leading investment firm where you will be looked after and rewarded for your hard work. Please apply by sending your CV today.


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