Investment Team Assistant

2 months ago


London, United Kingdom Morgan Spencer Full time

**Investment Team Assistant - Financial Services exp essential**

**£50,000 - £55,000 + bonus and benefits**

**SW1**

A fantastic opportunity for an experienced PA/Team Assistant to join a global Asset Management firm. You will support their Investment team in a fast-paced, pressured role involving research and projects.

**The Role**:

- Providing administrative support to a growing team of fundamental Portfolio Managers and Analysts
- Working with sell-side brokers on conference schedule coordination, non-deal roadshows, and analyst calls
- Retrieving and collating information on stocks (annual reports, quarterly releases, presentations, research)
- Providing detailed and complex calendar management across several time zones (meetings and calls, travel details, earnings release dates and results calls)
- Coordinating extensive international travel and complex logistics
- Maintaining a Salesforce database as required
- Assisting in setting up interviews, stock tests and on-boarding new hires
- Managing and submitting expense reports in a timely manner through Concur
- Providing telephone coverage for teams
- Booking small team events
- Assisting with general administrative tasks (scanning, copying, printing, filing etc.)

Essential requirements:

- Current PA/Team Assistant experience within Financial Services
- Educated to degree level
- Able to produce research for projects and collate information for reports
- Proactive and able to use initiative
- Extremely organised with an eye for detail
- Exceptional communication and interpersonal skills

Our mission: To be the leading Executive Secretarial & Support recruitment consultancy in London, for employers and jobseekers alike. To receive regular updates of our current vacancies why not set up job alerts.

Morgan Spencer Limited, registered in England & Wales No: 4254114


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