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- Tasks: Support investment committees and manage meeting logistics while ensuring timely communication.
- Company: Boutique wealth management firm with a stellar reputation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a respected team and gain valuable experience in the financial services industry.
- Qualifications: 2-3 years of PA experience and proficiency in office software and databases.
- Other info: Opportunity to embrace AI tools and enhance productivity.
The predicted salary is between 28800 - 43200 £ per year.
The Company: Our client is a boutique wealth management company, highly recognised with a fantastic reputation.
The Role: The Team Associate / Team PA will work closely with the Chief Investment Office and will act as secretary to all investment committees where this is required. The Team Associate / Team PA will ensure consistency of agendas and minutes - chasing action points. Organise investment committee meetings to minimise clashes and rescheduling, also arranging meetings with fund management groups and companies. Ensure the correct internal constituencies are notified and encouraged to participate. The Team Associate / Team PA will ensure timely provision of Investment Committee content to the company management committees, in line with regulatory requirements. Ensure timely maintenance of investment notes. Populate with minutes, committee pages etc., list changes, performance. Communicate outcomes of the committee meetings, 9am calls and other investment meetings in a timely fashion. The Team Associate / Team PA will reply to simple front office requests for information and will manage CIO team requirements such as managing IT projects, Avaloq improvements and conduct risk data and carry out any other relevant duties within the remit of the role and as reasonably directed by management. The Team Associate / Team PA will be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
The Candidate: 2-3 years PA / Team Support experience within Financial Services. Existing proficiency required across the standard office suite – Word, Excel, PowerPoint, but also more advanced database software such as Visual Basic, MS Access and Power BI. Ability to embrace the opportunities offered by Artificial Intelligence tools to improve productivity. Expect to become proficient in all investment and company-owned or operated systems, including Bloomberg, Factset, Quest, Avaloq, and Engage, amongst others.
Team Associate in London employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Associate in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Team Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Get your research game on! Familiarise yourself with the latest trends in wealth management and investment committees. This will not only help you in interviews but also show potential employers that you're genuinely interested in the industry.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to PA roles, especially those focusing on organisation and communication skills. Role-play with a friend or use online resources to boost your confidence.
✨Tip Number 4
Don't forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Team Associate in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Team Associate role. Highlight your PA experience in financial services and any relevant skills, like your proficiency in office software and database tools. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your experience with investment committees and your proactive approach to learning about the industry. We love seeing enthusiasm!
Showcase Your Skills: Don’t forget to showcase your technical skills! If you’ve got experience with tools like Bloomberg or Power BI, make sure to mention them. We’re keen on candidates who can embrace AI tools to boost productivity, so let us know how you’ve done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on the financial services industry and the specific tools mentioned in the job description, like Bloomberg and Power BI. Being able to discuss these confidently will show that you're proactive and ready to hit the ground running.
✨Showcase Your Organisational Skills
As a Team Associate, you'll be juggling multiple tasks. Prepare examples of how you've successfully managed schedules, organised meetings, or handled complex projects in the past. This will demonstrate your ability to keep everything running smoothly.
✨Be Ready for Scenario Questions
Expect questions about how you'd handle specific situations, like scheduling conflicts or managing urgent requests. Think through potential scenarios beforehand and have a clear plan for how you'd tackle them. This shows your problem-solving skills and readiness for the role.
✨Embrace AI and Tech
Since the role involves using advanced software and AI tools, be prepared to discuss how you've used technology to improve productivity in previous roles. Highlight any experience with automation or data management tools to show you're tech-savvy and forward-thinking.
