Senior PA in Asset Management firm – finance experience required

Our client is a leading global asset management firm with a super culture and strong PA team and they are looking for a Senior PA to join them. This is a role to focus on 3 key senior members and their investment team in a varied and incredibly busy role. You will be based in their stunning City offices in a hybrid role of 4 days in the office and 1 from home. The key responsibilities are as follows:

1. Provide support to a team of up to 10 investment professionals including 2 MDs
2. Provide support where required in the following areas: CRM, marketing materials preparation
3. Diary management including Investor meetings, Investment Committee & Board meetings
4. Travel bookings
5. Collating and filing expenses
6. Minute taking
7. Event planning and execution – for internal & client company events
8. Answering & screening telephone calls
9. Co-ordinate projects and project-led tasks
10. Liaise with clients – internal & external – including Board members, portfolio company PA’s, business guests, IT, Marketing and HR teams
11. Liaising with other executives on behalf of immediate team
12. Collating and distributing papers for meetings and Board packs
13. Managing databases and filing systems
14. Wider office support including rotation cover for the Front of House

Skills & Experience:

1. Solid previous experience as a senior PA or EA, within the finance sector

Personal Attributes:

1. Ability to work effectively under time pressure and possible interruptions
2. Strong work ethic and high attention to detail
3. Excellent planning and organisational skills
4. Flexible and able to work well as part of a team; a self-starter
5. Ability to adapt within a fast-paced environment
6. Trustworthy, reliable and discreet
7. Excellent communication skills – written & spoken
8. Excellent telephone manner
9. Proactive & “can-do” attitude
10. Highly presentable and articulate

The right candidate will have at least 3 years PA/EA experience, within professional services or finance, be super proactive, have great attention to detail and excellent verbal and written communications skills. This role would suit someone who enjoys a busy and fast paced environment.

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