Investor Relations Assistant
2 weeks ago
Investor Relations Assistant
£35,000 + discretionary bonus | London (Hybrid: 4 days office, 1 day remote)
Join a boutique asset management firm dedicated to responsible, long-term value investing. Based in the heart of London, our client's small, dynamic team is committed to delivering exceptional returns through rigorous, research-driven strategies. They pride themselves on fostering an intellectually curious, collaborative environment that emphasises integrity and professional growth.
Role Overview:
We are seeking a proactive, detail-oriented individual to become the primary point of contact for their valued clients. Ideal candidates will have experience in customer service, luxury hospitality, concierge roles, or as a personal assistant, and are eager to transition into the financial sector.
Key Responsibilities:
- Act as the first point of contact, managing client enquiries and providing exceptional service.
- Coordinate new investor onboarding, including compliance with KYC/AML requirements.
- Assist in preparing monthly and annual investor reports.
- Organise investor meetings and events, handling all logistics.
- Produce and distribute marketing materials, maintain the company website, social media channels, and data rooms.
- 2-3 years administrative experience.
- Proven ability to manage client relationships and organisational tasks effectively.
- Excellent communication skills, both written and verbal.
- Strong attention to detail and discretion.
- Proficiency in Microsoft Office; CRM experience is a plus.
- Interest in learning about the asset management industry.
- Life insurance
- Critical illness cover
- Income protection
- Discretionary bonus
- Professional development opportunities
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