PA to 2 Portfolio Directors - client team
- Recruiter
- Hera Search
- Location
- London (Central), London (Greater)
- Salary
- £33,000 - £36,000 + bonus and excellent benefits
- Posted
- 09 Mar 2017
- Closes
- 06 Apr 2017
- Ref
- CJLKB
- Job Title
- PA
- Industry Sector
- Banking / Finance, Consultancy, Luxury
- Contract Type
- Permanent
- Hours
- Full Time
A boutique Investment Management firm based in stunning Mayfair offices is looking for a bright, polished, unflappable and confident PA / Personal Assistant / PA to MDs to support two up and coming Portfolio Managers who are both lovely! Your PA role will be a mixture between classic PA and general portfolio admin / projects.
As a PA / Personal Assistant / Portfolio Assistant your role will include;
- busy diary management
- global travel and expenses
- organising meetings
- creating and working on detailed client reports utilising Excel and PowerPoint
- creating detailed presentations on PowerPoint for clients
- extensive client reporting
- dealing with extensive client requests and relationship building with HNWIs
- assisting with client events
- extensive portfolio administration i.e. formatting and sending valuations and reports to HNWI clients. This role is very interactive and will involve extensive liaison with clients and relationship building
- personal / private PA support
- assisting other fund managers and PAs as necessary
The ideal PA / Personal Assistant / PA to MDs will be degree educated and have at least 2 years’ PA / PA to MD / PA to Director / Manager experience within a professional environment. You will be immaculately presented, a team player with a muck-in attitude and strong work ethic.
The company offer a fantastic work life balance, salary and benefits package - as a key member of their close knit PA / Personal Assistant team you will be well looked after here and work with a sociable and supportive team.
If you are interested in applying for this PA role please send your CV through immediately!
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