PA

PA

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.

PA / Associate in Investment Management – administrative duties plus Finance Operations and HNW Client Contact - c.£50,000 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 and will also mentor a team of PAs / Client Executives. 

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

- Management of a team of PAs / Client Executives

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. xwzovoh Mayfair location with 1-2 days WFH per week (hybrid role after probation).

£50,000 plus enhanced pension, discretionary bonus and private medical insurance