Investor Relations & Executive Assistant Trainee in London

Equitile Investments Ltd is a growing UK based FCA regulated boutique asset management firm is seeking a highly organised and professional Investor Relations & Executive Assistant to join its expanding London team. This newly created position offers an exceptional opportunity to work closely with the leadership team and to develop a long-term career in the industry. The role combines investor relations responsibilities with executive support, providing exposure to all aspects of the firm\’s operations and client engagement.

Key Responsibilities
Investor Relations

Support all aspects of the investor lifecycle, including onboarding, documentation, communication, and ongoing investor servicing.

Maintain investor records, CRM systems, and reporting schedules with accuracy and confidentiality.

Coordinate investor reporting and fund marketing materials.

Assist in organising investor meetings, events, and due diligence sessions.

Liaise professionally with institutional and high-net-worth investors, external fund administrators, and other service providers.

Provide proactive administrative and organisational support to the leadership team.

Manage complex calendars, travel arrangements, and meeting logistics.

Handle confidential communications and documentation with discretion.

Prepare correspondence, presentations, and documentation for internal and external meetings.

Assist with general office operations and coordination within a small, collaborative team.

Candidate Profile

Recent graduate, with strong written English skills.

Keen to develop a long-term career in client relations within investment management.

Inquisitive, motivated and keen to learn.

Strong communication and interpersonal skills, with professional discretion in handling sensitive matters.

Excellent organisational ability and attention to detail across multiple projects.

Confident working autonomously in a fast-paced, entrepreneurial environment.

Proficiency in Microsoft Office (Word, Excel, PowerPoint).

This is a pivotal role for a motivated and adaptable individual seeking to develop a long-term career in asset management. As the firm grows, the position will evolve to reflect the individual\’s strengths and interests—offering growing responsibility within investor relations, operations, or broader fund management support.

You will join as part of the Investment20/20 programme you will have opportunities to meet and network with over 250 trainees across the industry and participate in socials and insight events.

This role is is a fixed term one year contract with a view to becoming a permanent role? Paying £40,000 plus discretionary bonus.

You will receive 25 days annual leave. This role is based in London at Equitile Offices.

How to Apply
Please save your CV and one page cover letter answering the question below as a single PDF and send your application to info@equitile.com with Investor Relations & EA Trainee Application in the subject line.

You have asked an investor for a piece of information required by regulation three times but you have had no response. What do you do next?

PLEASE NOTE:
The Use of AI Technology
The purpose of these question is to give applicants an opportunity share their personal experiences and thought processes with the hiring manager.

We know that AI is an increasingly useful tool and we\’re happy for you to use it to research and help form an answer, but you should not submit wholly AI generated answers.

The application process and key dates
Application Closing Date: 25th January 2026

Start Date: As soon as practically possible

Unsuccessful candidates to be notified: 28th February 2026

Please note we recruit on a rolling basis and the role may close before the stated date so you are advised to apply early.

We are an inclusive employer
We are an inclusive employer. Please let the recruitment team know if you have a disability, condition or difference that may require us to make adaptations.

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