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- Tasks: Support an Investment Manager by managing schedules, communications, and client relationships.
- Company: Join a respected family investment office with a collaborative atmosphere.
- Benefits: Competitive salary, bonuses, and a range of benefits.
- Why this job: Be the key support in a dynamic environment and learn about investment management.
- Qualifications: Experience in financial environments and strong communication skills required.
- Other info: Opportunity for growth in a fast-paced, team-oriented setting.
The predicted salary is between 43000 - 67000 £ per year.
Are you an exceptional EA who is particularly interested in investment management/financial markets? Are you always one step ahead and committed to delivering a calm, organised and seamless environment for your boss? Do you have an enquiring mind with strong EQ and IQ? Do you understand business and relish the opportunity to learn? And, are you a confident communicator who can develop strong relationships at all levels? If so, we’d love to hear from you!
You’ll be supporting a Partner in a highly respected family investment office, working in-office every day in order to build the strong connection that makes this role such a great opportunity!
What you’ll be doing day to day:
- Acting as first point of contact and gatekeeper, maintaining and organising inbox and calls
- Proactively managing complex diary; coordinating business meetings
- Liaising with clients and senior stakeholders, building relationships and knowledge
- Preparing documents, reports and presentations
- Drafting, reviewing and editing correspondence
- Preparing for meetings, collating research papers and distributing
- Organising client entertainment
- Working collaboratively with other EAs
The skills you need to bring:
- Significant experience supporting within a family office or boutique financial environment
- Ability to prioritise and manage multiple tasks under pressure
- Highly numerate with strong attention to detail
- You must be a genuine team player
- Excellent written and verbal communication skills
- IT literate across Microsoft Office Suite, CRM systems
- Calm, confident and solutions-focused, even in fast-moving situations
- Collaborative and team-oriented, with a respectful, ego-free approach
EA to Investment Manager employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EA to Investment Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management space. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Show them you’re not just another EA; you’re the EA who understands their business and can add real value.
✨Tip Number 3
Practice your communication skills! Whether it’s drafting emails or preparing for meetings, being articulate and confident will set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace EA to Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the EA role in investment management. Highlight your experience in supporting senior stakeholders and managing complex diaries, as these are key aspects of the job.
Craft a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the investment management sector. Use it to showcase your strong communication skills and how you can create a calm and organised environment for your boss.
Showcase Your Attention to Detail: In your application, emphasise your attention to detail. Mention specific examples where you've successfully managed multiple tasks under pressure, as this will resonate with what we’re looking for.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Aldrich & Company Limited
✨Know Your Investment Management Basics
Before the interview, brush up on key concepts in investment management and financial markets. This will not only show your genuine interest but also help you engage in meaningful conversations with your potential employer.
✨Demonstrate Your Organisational Skills
Be prepared to discuss specific examples of how you've managed complex diaries or coordinated multiple tasks under pressure. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your ability to stay calm and organised.
✨Build Rapport with Confidence
Since this role involves liaising with clients and senior stakeholders, practice your communication skills. Think about how you can establish a connection quickly and effectively, perhaps by researching the company’s values or recent news related to their investments.
✨Showcase Your Team Player Attitude
Prepare to discuss how you've collaborated with others in previous roles. Highlight instances where you’ve worked as part of a team, especially in high-pressure environments, to demonstrate that you’re a respectful and ego-free team player.