At a Glance
- Tasks: Support senior Partners in a fast-paced investment environment with diverse responsibilities.
- Company: Dynamic private investment firm known for backing ambitious businesses.
- Benefits: Competitive salary, bonus potential, and flexible working options.
- Other info: Fast-paced, collaborative office with high standards and growth opportunities.
- Why this job: Join a high-performance team and make a real impact in the investment world.
- Qualifications: 3-5 years PA/EA experience and strong organisational skills required.
The predicted salary is between 38000 - 42000 £ per year.
A highly regarded and fast-moving private investment firm is seeking an exceptional Executive Assistant / Team PA to support a senior group of Partners and their Portfolio team. This is not a traditional support role. You will operate at the heart of a commercially driven, deal-focused environment, working closely with senior stakeholders who are actively investing in and scaling ambitious businesses across the UK.
The firm is known for backing entrepreneurial management teams and driving growth through strategic investment. As part of the Birmingham office, you will play a key role in ensuring the smooth operation of a high-performing team where pace, precision and professionalism are critical.
The Role
You will provide seamless, proactive support to a team of senior Partners, acting as a trusted right-hand across both business and operational activity. This is a varied and high-trust role where no two days are the same, combining traditional EA responsibilities with office coordination, event management and exposure to investment-related activity.
Key responsibilities will include:
- Complex diary and schedule management across multiple senior stakeholders
- Coordination of domestic and international travel, often at short notice
- Preparation and formatting of high-quality presentations, reports and investor materials
- Managing expenses, invoices and administrative processes with accuracy and discretion
- Supporting the production and distribution of portfolio and valuation reports
- Acting as the first point of contact for visitors and overseeing a polished front-of-house experience
- Coordinating high-profile events including client dinners, networking events and corporate engagements
- Supporting wider team operations and stepping in where needed across the EA function
- Conducting light-touch research to support business activity and decision-making
This is a fast-paced, professional and highly collaborative office where standards are high and attention to detail matters. You will be working with individuals who are commercially focused, driven and used to operating at pace requiring a PA who can anticipate needs, stay ahead, and bring structure to a busy and evolving workload.
Applicants must have:
- 3–5+ years’ experience in a PA / EA role within a professional or corporate environment
- Strong experience supporting multiple senior stakeholders simultaneously
- Exceptional organisational skills with the ability to prioritise under pressure
PA to Investment Directors (12 months fixed) in Birmingham employer: Katie Bard
Join a dynamic private investment firm in Birmingham, where you will thrive in a high-performance environment that values precision and professionalism. With competitive salary packages, flexible working options, and a culture that fosters collaboration and growth, this role offers a unique opportunity to support senior partners in driving strategic investments across ambitious businesses. Experience a rewarding career with ample opportunities for personal and professional development in an exceptional office setting.
StudySmarter Expert Advice🤫
We think this is how you could land PA to Investment Directors (12 months fixed) in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment sector and let them know you're on the hunt for a PA role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its recent investments. Show that you understand their business model and how you can contribute to their high-performance environment. Tailor your responses to highlight your organisational skills and ability to manage multiple stakeholders.
✨Tip Number 3
Practice your presentation skills! Since you'll be preparing high-quality reports and presentations, being able to communicate clearly and confidently is key. Consider doing mock presentations with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s a great way to keep track of your applications!
We think you need these skills to ace PA to Investment Directors (12 months fixed) in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your experience in supporting senior stakeholders and managing complex schedules, as this is key for the PA role.
Craft a Compelling Cover Letter:Use your cover letter to showcase your personality and explain why you’re the perfect fit for this fast-paced environment. Mention specific examples of how you've thrived in similar roles and how you can contribute to the team.
Showcase Your Organisational Skills:In both your CV and cover letter, emphasise your exceptional organisational skills. Provide examples of how you've successfully managed multiple tasks under pressure, as this will resonate with the high-performance nature of the role.
Apply Through Our Website:We encourage you to apply directly through our website. This not only streamlines the process but also shows your enthusiasm for joining our team at StudySmarter. Don’t miss out on this opportunity!
How to prepare for a job interview at Katie Bard
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the job description. Familiarise yourself with the responsibilities of a PA to Investment Directors and think about how your experience aligns with their needs. This will help you articulate your fit for the role confidently.
✨Showcase Your Organisational Skills
Given the fast-paced environment, be prepared to discuss specific examples of how you've managed complex schedules or coordinated events in the past. Highlight your ability to prioritise tasks and stay organised under pressure, as this is crucial for the role.
✨Demonstrate Proactive Thinking
In a high-performance environment, being proactive is key. Think of instances where you've anticipated the needs of your team or stakeholders before they even asked. Share these examples during your interview to show that you can operate at pace and bring structure to a busy workload.
✨Prepare Questions That Matter
Interviews are a two-way street, so come prepared with insightful questions about the firm’s culture, expectations, and growth opportunities. This not only shows your interest but also helps you gauge if the environment is the right fit for you.
