Job Details for "Investment Manager Assistant / Executive PA"

 
Referencer12
Job RolePA / Secretarial
Salary£25,000 to £45,000 pa
Town/CityCity of London
RegionLondon
Contract TypePermanent

 
Job Description
Investment Manager Assistant / Executive PA
Based London, W1 - Competitive Salary and Benefits

Our client is a privately owned investment company with offices in London and New York. They specialise in international investment management. The Company is a long only asset manager that principally invests in publicly traded equity securities. They require an individual to perform PA tasks to a Head of Research and to three Junior Fund Managers.

Job Description

Our client is offering a varied role which has core secretarial / PA tasks and the scope for additional responsibilities. The successful candidate will be very organised with an ability to communicate efficiently and precisely with a research focussed fund management team. This will require a broad interest in investment and the ability to focus on the research based needs of a fund manager. Our client intends to hire a candidate with a long-term commitment to this specific role and whilst it will develop in terms of responsibilities and remuneration the position will retain the core secretarial tasks listed below:

• Circulating research notes and proofreading investment manager notes and correspondence
• Using Excel to assist investment managers in the preparation of company statistics and graphs, including manipulating data found in annual accounts.
• Downloading research material from the Internet, Bloomberg, Thomson One Analytics and
Factset (training given)
• Arranging meetings, maintaining diaries, booking, setting up and clearing meeting rooms
• Arranging meetings, lunches, booking restaurants & transportation
• Typing letters, memos, minutes, company investment reports, faxes, fielding & printing emails
• Proofreading investment notes and outgoing correspondence
• Production of investment reports in Adobe Acrobat
• Creating & editing presentations in PowerPoint
• Arranging overseas itineraries, ordering foreign currency & completing expense reports
• Manning the office switchboard and reception desk in a cover capacity
• Ordering foreign currency, reimbursing travellers following provision of completed expense
reports and authorised claim forms
• Ordering UK & overseas couriers, operating franking machine & posting mail
• Ordering books and publications, as well as maintaining in-house library

Requirements

• Graduate with experience within a financial or PA related environment.
• Competence with Microsoft Office combined with a good typing speed.
• An interest in both the operations and practices of financial markets.
• Applicants’ must be seeking a long-term, permanent position and be able to support this with a proven track record of permanent employment (candidates with a short-term contracting background will not be considered).

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