Am Senior Executive Assistant

2 weeks ago

London, United Kingdom Fidelity Investments Full time

**Company Overview**

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

**Join Us**:
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

**The Department**

Fidelity's Equity Division is responsible for managing more than 130 diversified mutual funds and over 60 industry specific funds. Assets under management total more than $1 Trillion. The department consists of over 200 Portfolio Managers, Research Analysts, Research Associates, and Sector Specialists.

The role of AM Senior Executive Assistant is to provide administrative support to a team of Investment Professionals in various business units across Fidelity. The duties include extensive diary management, internal & external meeting organisation, complex trip and travel arrangements, printing reports/research packs, and general office administration duties. The office in London operates in a small team environment.

**Key responsibilities of supporting a team of research analysts include**:

- Organisation of company meetings and other internal / external appointments
- Maintain and proactively manage Microsoft Outlook diaries
- Organisation of complex travel schedules and completion of expense reports
- Creation and maintenance of Company Reporting Dates spreadsheets for each analyst
- Organise, prioritise and drive own daily workload and on own initiative
- Liaise extensively with internal / external contacts
- Ad-hoc administration tasks - post, faxes, filing and team support
- General communications and overseeing provision of equipment
- Assisting with special projects in the department
- Additional requests when required

**Key Skills/Experience**
- Ability to work independently and take initiative as needed to manage daily tasks and special projects
- Professional, proactive, enthusiastic, a true team player and a good communicator
- Strong written and verbal communication skills, exceptional organizational skills, good analytical skills; attention to detail and consistent follow through skills
- Good interpersonal skill as the position requires daily contact with Portfolio Managers, Analysts, Associates, Corporate Executives, Brokers, Administrative staff and Fidelity Management
- Professional, pleasant manner as will be liaising with other companies
- Flexible and positive attitude and willing to work overtime when required to meet deadlines
- Assertive, confident and self motivated
- A team player who will consistently support his or her peers and the department as a whole.
- Excellent organisation skills and the ability to manage multiple tasks simultaneously
- Ability to communicate effectively and professionally with people of all levels and to understand and communicate complex messages both to and from those supporting
- Ability to demonstrate initiative and prioritise work appropriately
- Ability to quickly pick up knowledge of the business and use this knowledge to make judgements on key issues
- Maturity, diplomacy and discretion when dealing with colleagues and contacts
- Ability to work under pressure and to tight deadlines

**Systems Skills**:

- High proficiency level with Microsoft Office: Word, Excel, PowerPoint and Outlook.

**Values**:
Within Equity Research the following values are considered to be fundamental to the way in which we work:

- Customer Focus
- Ownership
- Enthusiasm
- Integrity
- Teamwork
- Respect
- Innovation

**How to Apply**

**Certifications**:

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