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Investment Team Assistant

Contract Type
Administration, Banking & Finance, Finance
Expiry Date
To proactively provide administrative assistance to members of the Investment Team and Investor Relations.

Job Description

  • Working with an Investor Relations Partner (Capital Markets), Investment Partner, Principal and Investment Manager to ensure that business life is immaculately organised
  • Anticipating the needs of the Partners and team to ensure efficient management of their time
  • Booking and managing complex international travel arrangements with efficiency, flexibility and anticipation
  • Diary management, including liaising with investors and third parties to arrange meetings
  • Background research on investors/projects
  • Maintaining departmental databases including Salesforce
  • Liaising with external parties and answering telephones in a courteous and efficient manner taking accurate messages
  • Managing incoming and outgoing email, mail and faxes
  • Completing expense claims in a timely manner
  • Photocopying / printing / scanning as required
  • Providing back-up and holiday cover for other team members
  • Maintaining electronic and hardcopy filing system as appropriate and archiving files offsitePerforming any ad hoc tasks as may reasonably be required from time to time by the Line Manager, other Team members or the wider Company as dictated by business needs

Qualifications and Experience


  • Strong Microsoft Office including Word, Outlook and PowerPoint. Some exposure to Excel.
  • Previous experience providing administrative support to senior executives and broader team
  • Excellent organisational skills with strong attention to detail
  • Efficient and able to prioritise effectively
  • Takes responsibility for tasks to completion
  • Good written and oral communication skills with confident demeanour
  • Minimum of 50wpm typing


  • Previous experience in financial services
  • Knowledge of Salesforce


  • Strong work ethic - hardworking, enthusiastic and calm individual
  • Team-player, willing to help colleagues on ad hoc tasks
  • Self-starter, able to take the initiative and work independently
  • Flexible, proactive and positive approach