Business Development and Operations Team Assistant
5 hours ago
About CapGen
Capital Generation Partners (CapGen) is a private investment office, which provides Portfolio Management and Commercial Real Estate services to sophisticated investors. It was established in 2006 by three founding partners, Khaled Said, Ian Barnard and Charlotte Thorne, who identified a gap in the market to serve wealthy families with truly independent and institutional-quality investment management. CapGen is unique in having two of its largest clients active in the firm setting high standards and representing the interests of clients at the heart of the firm.
The firm prizes intellectual curiosity, integrity and a commitment to providing outstanding client service. This approach, combined with a highly sophisticated investment offering, has led to strong business growth in recent years. The firm has $3.9bn in assets under management, with over 30 clients, making the average client portfolio c.$130m in size. Its 45 employees are all based in the firm’s offices in Berkeley Square, Mayfair.
Role
A Team Assistant supporting two Partners (Partner, COO and Compliance Officer, and Partner, Head of Client Development) plus their respective teams.
Key Responsibilities
- Manage busy diaries, organisation of internal/external meetings
- Create and distribute meeting agendas and minutes
- Organise business travel including flights, hotels, transfers and visas
- Preparation and submission of Partner expenses
- Act as a gate keeper to ensure the Partners time is used efficiently
- Liaise with Client representatives and their offices
- Working with Compliance on a number of tasks such as chasing outstanding items, updating records and trackers, summarising key updates and performing screening activities
- Where required, support the wider Admin Team with Back of House tasks and provide Reception, holiday and sickness cover
- Processing of invoices in a timely manner
- Manage holiday chart and ensure holidays go into the relevant calendars.
Candidate Requirements
- Ideally 1-2 years PA experience
- Can do attitude
- Able to work independently and use initiative
- Highly organised with excellent attention to detail
- Unflappable nature and a positive outlook
- Flexible attitude and a willingness to muck in and support the wider team
- Excellent communication skills (verbal and written) and discretion at all levels
- Good MS Office skills
Additional Information
- Core hours are 9am-6pm
- Office based role
- 25 days holiday
- Fantastic Benefits
- A chance to be a part of a really lovely and collaborative team
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