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- 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.
- 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.
- Other info: Fast-paced, collaborative office with opportunities for professional growth.
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 RoleYou 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
Katie Bard is acting as an agency and is an equal opportunities employer.
PA to Investment Directors (12 months fixed) employer: Katie Bard
Contact Detail:
Katie Bard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PA to Investment Directors (12 months fixed)
✨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. Personal recommendations can make all the difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews by researching the firm and its recent investments. Show us you’re not just another candidate; demonstrate your understanding of their business model and how you can add value to their high-performance environment.
✨Tip Number 3
Practice your pitch! You’ll want to convey your experience in managing complex schedules and supporting senior stakeholders effectively. We recommend rehearsing with a friend or in front of the mirror to nail that confident delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace PA to Investment Directors (12 months fixed)
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 these are key for this 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 successfully managed similar responsibilities in the past.
Showcase Your Organisational Skills: In both your CV and cover letter, emphasise your exceptional organisational skills. Provide examples of how you've prioritised tasks under pressure and maintained high standards in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can ensure your application is reviewed promptly and you get the best chance to shine in front of our hiring team!
How to prepare for a job interview at Katie Bard
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a PA to Investment Directors. Familiarise yourself with the key tasks mentioned in the job description, like diary management and event coordination. This will help you demonstrate how your experience aligns with their needs.
✨Showcase Your Organisational Skills
Be ready to discuss specific examples of how you've managed multiple priorities in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers. Highlight instances where your organisational skills made a significant impact on your team's efficiency.
✨Prepare for Scenario Questions
Expect questions that assess your ability to handle high-pressure situations. Think about scenarios where you had to coordinate travel at short notice or manage conflicting schedules. Practising these responses will help you feel more confident during the interview.
✨Demonstrate Your Proactive Nature
In a fast-paced environment, being proactive is key. Share examples of how you've anticipated the needs of senior stakeholders in the past. This could be anything from preparing materials ahead of time to suggesting improvements in processes. Show them you're not just reactive but also forward-thinking.