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- Tasks: Be the go-to person for client enquiries and manage investor onboarding.
- Company: Join a boutique asset management firm focused on responsible investing in London.
- Benefits: Enjoy life insurance, critical illness cover, income protection, and professional development opportunities.
- Why this job: Grow your career in a dynamic team that values integrity and collaboration.
- Qualifications: 2-3 years of admin experience with strong communication and organisational skills required.
- Other info: Hybrid work model: 4 days in the office, 1 day remote.
The predicted salary is between 28000 - 42000 £ per year.
Join a boutique asset management firm dedicated to responsible, long-term value investing. Based in the heart of London, our client’s small, dynamic team is committed to delivering exceptional returns through rigorous, research-driven strategies. They pride themselves on fostering an intellectually curious, collaborative environment that emphasises integrity and professional growth.
Role Overview: We are seeking a proactive, detail-oriented individual to become the primary point of contact for their valued clients. Ideal candidates will have experience in customer service, luxury hospitality, concierge roles, or as a personal assistant, and are eager to transition into the financial sector.
Key Responsibilities:
- Act as the first point of contact, managing client enquiries and providing exceptional service.
- Coordinate new investor onboarding, including compliance with KYC/AML requirements.
- Assist in preparing monthly and annual investor reports.
- Organise investor meetings and events, handling all logistics.
- Produce and distribute marketing materials, maintain the company website, social media channels, and data rooms.
Essential Qualifications:
- 2-3 years administrative experience.
- Proven ability to manage client relationships and organisational tasks effectively.
- Excellent communication skills, both written and verbal.
- Strong attention to detail and discretion.
- Proficiency in Microsoft Office; CRM experience is a plus.
- Interest in learning about the asset management industry.
Benefits:
- Life insurance
- Critical illness cover
- Income protection
- Discretionary bonus
- Professional development opportunities
If you’re looking to grow your career in a boutique, high-performance environment at the intersection of client relations and finance, we’d love to hear from you.
Investor Relations Assistant employer: Office Collective
Contact Detail:
Office Collective Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Assistant
✨Tip Number 1
Familiarise yourself with the asset management industry. Read up on current trends, key players, and responsible investing practices. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the finance sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities within the firm.
✨Tip Number 3
Prepare to discuss your customer service experience in detail. Think of specific examples where you went above and beyond for clients, as this role heavily relies on exceptional client relations skills.
✨Tip Number 4
Showcase your organisational skills by discussing any relevant projects or tasks you've managed. Highlight your attention to detail and ability to handle multiple responsibilities, as these are crucial for the Investor Relations Assistant role.
We think you need these skills to ace Investor Relations Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service, administrative roles, or any positions that demonstrate your ability to manage client relationships. Use keywords from the job description to align your skills with what the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the asset management industry. Mention specific experiences that relate to the responsibilities outlined in the job description, such as managing client enquiries or coordinating events.
Highlight Attention to Detail: In your application, emphasise your strong attention to detail. Provide examples of how you have successfully managed complex tasks or projects in previous roles, which will resonate with the company's need for a detail-oriented individual.
Showcase Communication Skills: Since excellent communication skills are essential for this role, include examples of how you've effectively communicated with clients or team members in past positions. This could be through written reports, presentations, or direct interactions.
How to prepare for a job interview at Office Collective
✨Showcase Your Customer Service Skills
Since the role involves managing client enquiries, it's crucial to highlight your experience in customer service or hospitality. Prepare examples of how you've successfully handled challenging situations and provided exceptional service.
✨Demonstrate Attention to Detail
This position requires strong attention to detail, especially when preparing reports and coordinating events. Bring along examples of your work that showcase your meticulousness, and be ready to discuss how you ensure accuracy in your tasks.
✨Express Your Interest in Finance
The firm is looking for someone eager to learn about the asset management industry. Research the company and its values, and be prepared to discuss why you're interested in transitioning into finance and how you can contribute to their goals.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client interactions. Think of scenarios from your past roles where you had to think on your feet or manage multiple tasks simultaneously, and be ready to share those experiences.
