Executive Associate

The Executive Associate plays a critical role in enabling the Managing Director of this Investment Management firm to operate at maximum strategic effectiveness. This role goes beyond traditional executive support, acting as a trusted partner who helps shape agendas, drive execution of strategic priorities, and ensure high-quality governance, reporting and stakeholder engagement. The role requires sound judgement, exceptional written communication skills, commercial awareness, and the ability to work confidently across senior internal and external forums within a regulated investment management environment.

Key Responsibilities

• Strategic and Executive Enablement: Partner with the Managing Director to plan, coordinate and optimise executive, management committee and strategic forums, ensuring agendas, materials and outcomes are aligned to the strategic priorities. Track decisions and actions arising from executive and board engagements, driving disciplined follow-through and execution. Act as a strategic sounding board, helping to synthesise information, identify key themes and surface matters requiring executive focus.
• Governance, Reporting and Board Support: Lead the compilation, coordination and quality assurance of quarterly board reports, board packs and executive presentations, working closely with senior stakeholders to ensure clarity, insight and accuracy. Coordinate and attend board, committee and ad-hoc meetings (including with IFA partner firms), providing high-quality minute-taking, capturing decisions and actions, and ensuring timely follow-up. Act as a professional and reliable point of contact for key external stakeholders, supporting strong and trusted working relationships.
• Project and Initiative Management: Track and support delivery of initiatives aligned to the strategic plans. Act as project manager for larger or more complex initiatives, coordinating across functions, monitoring milestones, identifying risks and escalating issues appropriately. Apply structured project management and digital tools to improve visibility, pace and execution.
• Research, Insight and Market Awareness: Monitor relevant industry, regulatory and competitor developments within the UK investment management landscape and provide concise insights to support executive decision-making. Undertake targeted research in support of strategy discussions, presentations, business reviews and external engagements.
• Communication and Representation: Draft high-quality written communications, briefing papers, reports and presentations on behalf of the Managing Director and executive team, ensuring a clear, professional and executive-level tone. From time to time, represent the Managing Director or executive team in designated forums, presenting material or updates where appropriate. Act as an ambassador, consistently demonstrating professionalism, sound judgement, and behaviours aligned to organisational behaviours.

Qualifications, Experience and Knowledge

• Undergraduate degree preferred.
• Strong understanding of the investment management or broader financial services industry.
• Minimum of three years' relevant experience within an investment or asset management environment.

Critical Skills and Capabilities

• Exceptional written communication skills, with the ability to produce clear, concise and executive-level reports, board papers, presentations and formal correspondence.
• Strong analytical and critical thinking capability, able to interpret information, identify key messages and translate complex content into executive insight.
• Proven ability to convert notes, briefs and complex material into structured, high-quality presentations.
• Excellent minute-taking skills, accurately capturing decisions, actions and context.
• Strong organisational and stakeholder management skills, with the confidence to influence senior stakeholders and drive delivery.
• High levels of discretion, professionalism and sound judgement when handling confidential and market-sensitive information.

Digital, AI and Ways-of-Working Capability

• Demonstrated interest in, and practical ability to leverage, digital and AI-enabled tools (e.g. Microsoft Copilot, document automation, workflow and collaboration tools) to improve efficiency, quality and turnaround times.
• Comfortable working across Microsoft 365 tools (Teams, SharePoint, PowerPoint) to manage information, documentation and stakeholders.
• Curious and adaptable mindset, with a willingness to explore smarter ways of working in a fast-paced executive environment utilizing technology.