At a Glance
- Tasks: Support the CEO with strategic insights, travel arrangements, and board meeting organisation using AI tools.
- Company: Dynamic financial services firm with a global presence and a focus on precision and expertise.
- Benefits: Competitive salary, company car, private medical insurance, pension, and 25 days holiday.
- Other info: Onsite role in stunning Hatfield offices with excellent career growth opportunities.
- Why this job: Join a high-profile team and make a real impact in a fast-paced environment.
- Qualifications: Strong organisational skills and proficiency in AI tools for research and documentation.
The predicted salary is between 60000 - 80000 £ per year.
We are looking for a high level Executive Assistant to provide direct, comprehensive support to our CEO & Founder and Chief of Staff, operating as the connective tissue across two of the firm's most demanding and high-profile functions. This position will be based in stunning new offices in Hatfield and will be onsite 5 days a week.
Headquartered in London and operating across international hubs - New York, Dubai and Singapore, we work exclusively within front office, pricing and risk: the disciplines where precision, trust and expertise matter most. Our clients are among the world's most demanding financial institutions - Tier-1 investment banks, leading hedge funds and major asset managers and they choose us because we deliver with the authority of genuine specialists.
With approximately 600 professionals, six lines of business and nearshore delivery centres across Europe, the Middle East and South Asia, Phi has built a platform that combines global reach with deep domain knowledge.
- Act as an AI-enabled strategic support resource for the CEO: using agentic AI and research workflows to surface insight, synthesise information and produce briefing materials that are concise, accurate and immediately actionable — this is a non-negotiable requirement of the role.
- Leverage AI tools expertly to conduct deep research in support of the CEO — including prospect and client intelligence, market and competitor analysis, industry developments and background preparation ahead of key meetings, board sessions and strategic engagements.
- Lead the organisation and planning of board meetings end to end — working proactively with the CEO, Chief of Staff and ELT to ensure agendas are structured, materials are prepared to the highest standard, and every governance touchpoint runs with precision.
- Provide 24x7 availability and proactive support during all CEO business travel, adjusting working hours accordingly.
- Manage end-to-end travel arrangements for the CEO through Phi's white-glove travel management partner, ensuring every detail - flights, ground transport, accommodation, visas, security, itineraries - is coordinated and confirmed in advance.
- Lead the implementation and ongoing management of Phi's new approach to executive travel, acting as the primary liaison with the external travel agency to refine the booking process, establish standards and ensure consistent delivery.
- Liaise closely with the Commercial EA and other senior stakeholders to maintain seamless diary management, anticipate scheduling conflicts and manage the CEO's time with care and foresight.
- Prepare and coordinate board packs for both Operational Board and Investor Committee meetings, AI must be used to facilitate this process end to end, from collating and structuring contributions through to formatting and quality-checking final materials from all ELT members, including the CEO, to agreed deadlines. Manual approaches alone are not sufficient.
- Support the write-up of specific transformation and strategic initiatives as directed by the Chief of Staff — AI must be actively used in drafting, structuring and refining these documents. The expectation is that AI accelerates and elevates the quality of output, producing clear, professionally structured documentation to the highest editorial standard.
- Confident operating in a fast paced sales environment where priorities shift quickly and standards are uncompromisingly high.
- The CEO travels extensively on business and will expect total, proactive support before, during and after every trip.
- The Chief of Staff oversees corporate governance and transformation; The ability to work fluently with AI is not a bonus.
Company and performance related bonus, company car, private medical insurance, pension, holiday allowance - 25 days.
Assistant / Executive Assistant to CEO in Hatfield employer: Phi Partners
At Phi, we pride ourselves on being an exceptional employer, offering a dynamic work environment in our stunning new Hatfield offices. Our culture fosters innovation and collaboration, with a strong emphasis on leveraging AI tools to enhance productivity and support our CEO effectively. Employees benefit from comprehensive perks including a company car, private medical insurance, and a generous holiday allowance, alongside ample opportunities for professional growth within a globally recognised firm that values precision and expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant / Executive Assistant to CEO in Hatfield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Phi Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Assistant / Executive Assistant to CEO in Hatfield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Phi Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Phi Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Phi Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Phi Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Phi Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Phi Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
