PA

\n\n

PA role in Investment Management – PA duties plus Finance Operations and HNW Client Contact - £40-42K plus bonus and benefits

\n\n

 

\n\n

BR-1267

\n\n

 

\n\n

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.

\n\n

 

\n\n

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 (one male, one female) who have a busy, established client base.

\n\n

 

\n\n

Duties will include:

\n\n

 

\n\n

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.

\n\n

 

\n\n

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).

\n\n

 

\n\n

£40-42,000 plus enhanced pension, discretionary bonus and private medical insurance. (12-14 month FTC).

\n\n