At a Glance
- Tasks: Support the Chief Investment Officer and Executive Team in driving strategic initiatives and operational efficiency.
- Company: Join a dynamic investment firm focused on innovative solutions for financial planning.
- Benefits: Competitive salary, flexible working, generous holiday allowance, and private medical insurance.
- Other info: Opportunity for growth in a values-led culture with a focus on employee wellbeing.
- Why this job: Be at the heart of decision-making and help shape the future of investment management.
- Qualifications: Experience in investment management and strong organisational skills are essential.
The predicted salary is between 50000 - 60000 £ per year.
About Attivo Investments: We are an investment firm dedicated to creating investment solutions specifically designed for financial planning firms and their clients. Our mission is to seamlessly align investment strategies with the goals of financial planning, ensuring a cohesive approach that supports clients throughout their wealth journey. We recognise the growing demand for clear communication, seamless experience, and tangible results. Our highly qualified industry specialists focus on delivering portfolios, ensuring the best outcomes for clients, prioritising trust, collaboration and innovative solutions that provide real value.
Our mission is clear: to offer a cutting-edge investment solution designed for the goals of today’s clients while providing financial planners with the tools and confidence to deliver exceptional outcomes. Through a unique strategic partnership model, we collaborate with leading experts, ensuring seamless integration between financial planning and investment management.
About the Role: Do you thrive on bringing pace, structure and momentum to a growing investment business? Attivo Investments is looking for an ambitious Investment Operations & Executive Business Partner to work closely with our Chief Investment Officer and Executive Team, helping turn ideas, priorities and strategic decisions into action. This is a high-impact, hands-on role for someone who enjoys variety, moves quickly and wants to be close to the decisions that shape the business. It includes core EA responsibilities such as diary management, meeting coordination and executive administration, but the real value is in being proactive: making sure the CIO is fully prepared, priorities are clear and her time is focused on strategic, value-add activity.
Office attendance: 2–3 days per week, with monthly travel to Cheltenham.
About You: Investment management experience is essential. You will need to understand the moving parts, language and priorities of the business so you can join the dots quickly and help the CIO stay focused on strategic, value-add work. The right person will be dynamic, curious and confident working with senior stakeholders. You will be excited by technology, open to using AI and digital tools to improve ways of working, and motivated by the chance to drive efficiency, strengthen operating discipline and help a growing business scale successfully.
Key responsibilities include:
- Providing high-quality executive and operational support to the Chief Investment Officer and Executive Team, including proactive diary management, meeting preparation, briefing papers, travel arrangements, administration and follow-up activity.
- Ensuring the CIO is fully prepared for meetings, with the right context, papers, actions and priorities clearly organised in advance.
- Coordinating governance meetings, committees, leadership forums and strategic reviews, ensuring agendas, meeting packs, minutes, action logs and supporting documentation are well managed.
- Maintaining the executive operating rhythm, including weekly executive meetings, leadership one-to-ones, quarterly reviews, business planning sessions and governance calendars.
- Tracking strategic initiatives, milestones, dependencies and risks, helping to ensure key priorities move forward at pace.
- Supporting the day-to-day operational running of Attivo Investments by maintaining trackers, records, project plans, reporting inputs and process documentation.
- Identifying opportunities to improve efficiency, streamline administration and use technology or AI-enabled tools to make processes smarter and more effective.
- Acting as a central coordination point between the Executive Team, Investment Team, Compliance, Finance, Operations, external suppliers, platform providers and strategic partners.
Essential skills and experience:
- Essential investment management industry experience, with the ability to understand business context quickly and connect activity across teams.
- Experience in an Executive Assistant, Operations, PMO, Business Coordinator or similar role supporting senior leaders.
- A proactive, ambitious and commercially aware mindset, with the confidence to take ownership and follow through.
- Strong organisational and prioritisation skills, with the ability to manage multiple competing priorities in a fast-moving environment.
- Confidence working with senior stakeholders and cross-functional teams, including the ability to challenge, influence and keep activity moving.
- Strong technology skills, including advanced Microsoft Office capability, and a genuine interest in using AI, automation and digital tools to improve efficiency.
- High attention to detail and a structured approach to administration, documentation, governance and action tracking.
- Excellent written and verbal communication skills, with the discretion and professionalism needed when handling confidential information.
- A dynamic, adaptable approach and the ability to thrive in a fast-paced, start-up style culture where priorities can shift quickly.
Salary and benefits: £50,000 to £60,000 dependent on experience London Living Allowance Opportunity to grow with a dynamic, values-led investment business.
Attivo Investments also offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- CashPlan
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Parking allowance for employees who live over 1.5 miles away from the office
- London Living Allowance for employees living within M25
- Excellent culture, promoting employee wellbeing and engagement
For more information about Attivo Investments, please visit our website: www.attivoinvestments.co.uk
Attivo Investments is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo Investments does not use recruitment agencies, and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Investment Operations & Executive Business Partner – London employer: Attivo Investments
Attivo Investments is an exceptional employer that fosters a dynamic and values-led work culture, offering employees the opportunity to grow alongside a forward-thinking investment firm. With a strong emphasis on employee wellbeing, flexible working arrangements, and a comprehensive benefits package including private medical insurance and a non-contributory pension scheme, we ensure our team feels valued and supported. Located in London, our collaborative environment encourages innovation and efficiency, making it an ideal place for ambitious professionals looking to make a meaningful impact in the investment management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations & Executive Business Partner – London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Attivo Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Operations & Executive Business Partner – London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Attivo Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Attivo Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Attivo Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Attivo Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Attivo Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Attivo Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
