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Investor Relations Assistant

2 weeks ago

London, United Kingdom Office Collective Full time

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.

Essential Qualifications:
  • 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.

Benefits:
  • Life insurance
  • Critical illness cover
  • Income protection
  • Discretionary bonus
  • Professional development opportunities

If you’re looking to grow your career in a boutique, high-performance environment at the intersection of client relations and finance, we’d love to hear from you. #J-18808-Ljbffr