Investment Desk Assistant (12 month FTC) - Jupiter Asset Management Ltd

The Value of Active Minds

About Jupiter

Jupiter is one of the UK's leading investment management companies with around 500 employees and £47.1 billion worth of assets under management (as at 30th June 2025).

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open across EMEA and APAC.

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground's Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.

We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Background

This is a unique opportunity to join Jupiter's Investment Management team as an Investment Desk Assistant. This role is integral to the day-to-day functioning of the investment desk and is designed for someone who understands the pace, priorities, and precision required in a front-office investment environment.

Broader than a traditional administrative role, this position is focused on enabling investment professionals to operate at maximum efficiency by supporting investment workflows, managing critical data and systems, and ensuring seamless coordination across internal and external stakeholders. The successful candidate will also provide cross-coverage for other investment desks as needed.

The role requires a strong understanding of asset management operations, investment processes, and the ability to work closely with investment professionals in a fast-paced environment. It would suit a junior level candidate (3-5 years' experience) seeking direct exposure to the investment ecosystem, who may be considering the IMC or similar investment grade qualifications, or an experienced asset management EA with a strong interest in investment products who is looking to expand the scope of their role.

Key Responsibilities

Investment Desk Operations and Coordination:

• Act as the first point of contact / line of defence for internal and external queries related to the investment desk.
• Support the investment team with the preparation of meeting materials and investment decks.
• Assist with the preparation of investment materials, including pitch decks, performance summaries, and meeting packs.
• Format and review charts, data tables, and PowerPoint presentations for internal and external use.
• Help track corporate access activity and ensure accurate recording of interactions.
• Assist with client queries, reporting and routine investment writing, leveraging team resources such as white paper content prepared by the team, research notes and company meeting minutes.

Meeting / Calendar Management and Expense Oversight:

• Manage complex calendars for multiple investment professionals, ensuring efficient scheduling of internal and external meetings.
• Prepare agendas, coordinate meeting materials, and track follow-up actions.

• Organise UK and international travel for investment managers in line with policy
• Process and track expenses, ensuring timely and accurate submissions.

Team and Business Integration:

• Support onboarding of new joiners, including desk setup, IT coordination, and introductory meetings with key stakeholders.
• Maintain team content on internal platforms (e.g., intranet, HR systems) and assist with internal communications.
• Provide ad hoc support for investment initiatives, research projects, and cross-desk collaboration.

Process Improvement and Efficiency:

• Identify and implement improvements to desk operations, reporting, and communication workflows.
• Recommend and adopt tools or practices that enhance efficiency and reduce manual effort.

Desired Skills / Experience

• Experience supporting investment professionals in an asset management or financial services environment.
• Familiarity with investment terminology, equity research processes, performance data and the day-to-day workings of an investment desk
• Ability to craft professional PowerPoint presentations, review charts and data, minute IM meetings and advise and work closely with Investment Managers re business priorities
• Comfortable working with data, investment metrics, and reporting tools. Strong proficiency in Microsoft Office, particularly Excel (charts, tables, formatting) and PowerPoint
• Excellent organisational and time management skills; able to manage multiple priorities in a fast-paced environment.
• Confident communicator, able to engage with stakeholders at all levels.
• Proactive, resourceful, and solutions-focused.
• Collaborative team player with a hands-on" approach.
• Discreet and professional, with the ability to handle sensitive and confidential information.
• High attention to detail, even under pressure.

Additional Role Details

• This role is subject to the Conduct Rules set by the FCA.

Don't meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don't think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.