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- Tasks: Support an Investment Manager in a dynamic family office environment.
- Company: Highly respected family investment office with a collaborative culture.
- Benefits: Competitive salary, bonus, and comprehensive benefits package.
- Other info: Fast-paced role with opportunities for personal and professional growth.
- Why this job: Join a prestigious team and develop your skills in investment management.
- Qualifications: Experience in a family office or boutique financial environment required.
The predicted salary is between 60000 - 70000 £ 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
Elite EA to Investment Manager - Family Office in London employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Elite EA to Investment Manager - Family Office in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management space. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the family office and its investment strategies. We suggest practising common interview questions and even role-playing with a friend. The more prepared you are, the more confident you’ll feel when it’s time to shine.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you’ve managed complex diaries or coordinated high-stakes meetings. We want to see how you can bring that calm and organised vibe to the role.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a thank-you email to express your appreciation. It’s a great way to reinforce your interest in the position and keep you top of mind. And remember, apply through our website for the best chance!
We think you need these skills to ace Elite EA to Investment Manager - Family Office in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of an EA in investment management. Highlight your relevant experience and skills that match the job description, like managing complex diaries and liaising with clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your enthusiasm for the role and how your background makes you the perfect fit. Don’t forget to mention your strong communication skills and ability to build relationships.
Showcase Your Attention to Detail: In a role where precision is key, demonstrate your attention to detail in your application. Make sure there are no typos or formatting issues, and consider including examples of how you've managed tasks under pressure.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Aldrich & Company Limited
✨Know Your Investment Basics
Brush up on your knowledge of investment management and financial markets. Being able to discuss current trends or recent news in the industry will show your genuine interest and understanding, which is crucial for this role.
✨Master the Art of Organisation
Since the role involves managing complex diaries and coordinating meetings, demonstrate your organisational skills. Bring examples of how you've successfully managed multiple tasks or projects in the past, and be ready to discuss your methods.
✨Build Rapport with Confidence
As a confident communicator, practice how you’ll build relationships during the interview. Think of ways to connect with the interviewer, perhaps by referencing shared interests or experiences, to showcase your strong EQ.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities under pressure. Prepare scenarios where you had to remain calm and solutions-focused, and be ready to explain your thought process and the outcomes.