The Opportunity

An established and growing investment management firm is seeking an experienced Executive Assistant / Desk Assistant to support a team of Portfolio Managers in its London office.

This is a varied and high-profile role that combines executive support, client-facing responsibilities and operational coordination within a fast-paced investment environment. The successful candidate will play a key role in ensuring the smooth day-to-day operation of the team, acting as a trusted support to senior stakeholders whilst delivering an exceptional experience for clients and external contacts.

The position would suit a highly organised and proactive professional who thrives in a dynamic environment and enjoys balancing executive support, client engagement, event coordination and process-driven administrative responsibilities.

Candidates from investment management, hedge funds, private equity, wealth management, family offices and other high-end professional services environments are particularly encouraged to apply.

Key Responsibilities

• Provide comprehensive administrative and executive support to a team of Portfolio Managers.
• Manage complex diaries, coordinate schedules and arrange internal and external meetings across multiple time zones.
• Organise domestic and international travel, accommodation, transportation and detailed travel itineraries.
• Act as a key liaison point for clients, investors, business contacts and internal stakeholders, maintaining a highly professional and responsive approach.
• Build and maintain strong relationships with high-value clients and external stakeholders, ensuring a first-class client experience at all times.
• Coordinate client meetings, investor events, networking functions and hospitality activities from planning through to delivery.
• Create and produce high-quality client-facing presentations, pitch materials and meeting documents using PowerPoint, Canva and other digital design tools.
• Utilise AI-enabled tools and technology to enhance presentation quality, efficiency and overall output.
• Support the preparation and quality control of investment and client documentation, ensuring exceptional attention to detail and presentation standards.
• Assist with operational and administrative processes that require a high degree of accuracy and precision.
• Perform detailed checks and reconciliations of documentation and information, ensuring records remain accurate and up to date.
• Coordinate team meetings, workshops and external events.
• Support the onboarding of new employees, including equipment, systems access and office requirements.
• Identify opportunities to improve efficiency and support the adoption of new technologies, systems and productivity tools.
• Contribute to the smooth operational running of the business by providing flexible support across a variety of tasks and projects.

Candidate Requirements

• Previous experience in an Executive Assistant, Desk Assistant, Team Assistant, Client Services, Investor Relations Assistant or similar support role.
• Experience within investment management, hedge funds, private equity, wealth management, family offices, financial services or a related professional environment.
• Demonstrable experience supporting senior executives, Portfolio Managers or front-office professionals.
• Proven experience interacting with high-profile clients and stakeholders, both virtually and in person.
• Strong background in organising client events, meetings, hospitality activities or relationship-focused initiatives.
• Advanced PowerPoint skills with the ability to create polished, professional and visually engaging presentations.
• Experience using presentation and design tools such as PowerPoint, Canva and AI-enabled productivity tools.
• Exceptional organisational and time-management skills with the ability to manage multiple priorities simultaneously.
• Strong operational mindset with proven experience following processes where accuracy and attention to detail are critical.
• Excellent communication and stakeholder management skills.
• High level of accuracy, discretion and professionalism.
• Proactive, adaptable and solutions-focused approach to work.
• Ability to work effectively both independently and as part of a collaborative team.

What's on Offer?

• Permanent opportunity with a growing and highly regarded investment management business.
• Exposure to senior Portfolio Managers and key business stakeholders.
• A varied role combining executive support, client engagement and operational responsibilities.
• Opportunity to work closely with high-profile clients and investors.
• Collaborative and professional working environment.
• Competitive salary and benefits package.
• Opportunity to contribute to a high-performing and entrepreneurial business.