At a Glance
- Tasks: Support investment committees, organise meetings, and manage communication for a dynamic financial team.
- Company: Boutique wealth management firm with a stellar reputation in the industry.
- Benefits: Competitive salary, professional development, and opportunities to learn about finance and investment.
- Why this job: Join a collaborative team and gain hands-on experience in the fast-paced world of finance.
- Qualifications: 2-3 years of PA experience in Financial Services and proficiency in office software.
- Other info: Embrace AI tools and develop your skills in a supportive environment.
The predicted salary is between 36000 - 60000 £ 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. Responsibilities include:
- Ensuring consistency of agendas and minutes - chasing action points.
- Organising investment committee meetings to minimise clashes and rescheduling, also arranging meetings with fund management groups and companies.
- Ensuring the correct internal constituencies are notified and encouraged to participate.
- Providing timely Investment Committee content to the company management committees, in line with regulatory requirements.
- Maintaining investment notes, populating with minutes, committee pages, etc., listing changes and performance.
- Communicating outcomes of the committee meetings, 9am calls, and other investment meetings in a timely fashion.
- Replying to simple front office requests for information and managing CIO team requirements such as managing IT projects, Avaloq improvements, and conduct risk data.
- Carrying out any other relevant duties within the remit of the role and as reasonably directed by management.
- Being proactive in developing knowledge of the industry and the market.
- Undertaking and recording 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 , Team PA , Investment Management , Financial Services in City of London employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Associate , Team PA , Investment Management , Financial Services in City of 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
Prepare for those interviews by brushing up on your knowledge of investment management and the tools mentioned in the job description. Familiarise yourself with Bloomberg, Power BI, and other relevant software so you can impress the hiring team with your expertise.
✨Tip Number 3
Show off your organisational skills! When you get the chance to meet with potential employers, be ready to discuss how you've successfully managed meetings and action points in the past. Highlighting your experience will make you stand out as a candidate.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it shows you're serious about joining our fantastic team in the wealth management space.
We think you need these skills to ace Team Associate , Team PA , Investment Management , Financial Services in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Team Associate / Team PA. Highlight your experience in financial services and any relevant skills, especially those related to managing meetings and taking minutes. We want to see how you can bring value to our investment committees!
Showcase Your Tech Skills: Since the role requires proficiency in various software, don’t forget to mention your experience with Word, Excel, PowerPoint, and any advanced tools like Visual Basic or Power BI. We love seeing candidates who are tech-savvy and ready to embrace AI tools to boost productivity!
Be Proactive in Your Cover Letter: Use your cover letter to demonstrate your proactive approach. Talk about how you've previously organised meetings or managed projects effectively. We appreciate candidates who take initiative and can communicate outcomes clearly, just like we do in our investment meetings.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of the financial services industry and the specific role of a Team Associate/PA. Familiarise yourself with key terms, recent market trends, and the company’s reputation. This will show that you're genuinely interested and prepared.
✨Showcase Your Tech Skills
Since the role requires proficiency in various software, be ready to discuss your experience with tools like Excel, Power BI, and any database software. If you’ve used AI tools to enhance productivity, share those examples! It’ll demonstrate your adaptability and tech-savviness.
✨Be Organised and Proactive
Highlight your organisational skills by discussing how you manage multiple tasks and deadlines. Prepare examples of how you've successfully organised meetings or managed agendas in the past. This is crucial for a role that involves coordinating investment committee meetings and ensuring timely communication.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company culture, the team dynamics, or how they measure success in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
