Personal Assistant, Investments

Personal Assistant, Investments

Full-Time 35000 - 45000 £ / year (est.) No working from home possible
Threadneedle group

At a Glance

  • Tasks: Support the Head of EMEA Investments with scheduling, travel, and project coordination.
  • Company: Join a global leader in investment management with a focus on growth and collaboration.
  • Benefits: Enjoy a competitive salary, flexible working options, and opportunities for professional development.
  • Other info: Work in a vibrant office environment with a commitment to inclusivity and work-life balance.
  • Why this job: Be part of a dynamic team making impactful decisions in the financial sector.
  • Qualifications: Strong organisational skills and experience in administration or project management are essential.

The predicted salary is between 35000 - 45000 £ per year.

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed.

Our reach is expansive with a global team of 2,300 people working together.

Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets.

Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities.

Job Description

We are seeking a highly organised and proactive Assistant to support the Head of EMEA Investments.

Working closely with the VP, Planning & Administration for Global Investments and the Regional EMEA Investments Business Manager, you will coordinate executive activities, manage complex schedules and travel arrangements, support meetings and events, and assist with departmental projects and operations.

  • How you’ll spend your time…
  • Provide day-to-day coordination and support of region leader and project activities to ensure key tasks and deadlines are met.

Work closely with VP - Planning and Administration and regional business manager for departmental deliverables

  • Proactively manage executive calendars, prioritize meetings, and coordinate schedules across internal and external stakeholders.
  • Plan domestic/international travel, off-sites and events, coordinate accommodations and resources, track/file expenses, and create and provide initial analysis of reports.
  • Preparation and coordination of meeting materials
  • Plan and organize meetings, conferences, and events (logistics, materials, travel, etc.)
  • Prepare expense reports, invoices, presentations, communications, and travel arrangements
  • Support department operations, including programs like recognition, timekeeping, budgets, and supply management
  • Provide project and program support (researching questions, coordinating efforts, handling ad hoc requests)
  • May read and respond to emails and requests on behalf of the leader; ensure leader is informed of pending requests or requests where follow up is required.
  • Responds to ad hoc requests and manages small projects.
  • Research, respond, and resolve questions regarding department processes, functions, and requests.

Partner with other functional areas to quickly resolve issues and accomplish responsibilities.

  • Interact with internal business partners to track, maintain, and communicate department information.
  • May provide back‑up support for other administrative assistants as needed
  • To be successful in this role you will have…
  • Prior administrative and/or project management experience.
  • Strong interpersonal skills are necessary to interact with multiple teams and individuals at various professional levels and locations.
  • Strong knowledge and application with Microsoft suite programs (MS Word, Excel, Power Point, Outlook, Teams)
  • Demonstrated experience coordinating complicated travel, including international.
  • Excellent organization skills, attention to detail, accuracy and success in working across multiple teams, offices, and time zones.
  • Exceptional and written/verbal communication skills are essential.
  • Ability to handle and keep information confidential
  • Experience being efficient and skillful while working in a fast‑paced environment.
  • If you also had this, it would be great…
  • Experience with administrative programs: Ariba Buyer, Concur, etc.
  • Project coordination experience.
  • Financial services industry experience
  • Understanding of the financial markets would be beneficial.
  • In-Office Collaboration

We are a client‑centric, relationship‑based business.

Working together, in‑person, is foundational to how we achieve results.

By fostering a culture of face‑to‑face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.

Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

Some roles may require additional in‑office time or different in‑office expectations, and specific requirements will be discussed during the hiring process.

  • Full‑Time/Part‑Time
  • Full time
  • Worker Sub Type
  • Permanent
  • Job Family Group
  • Business Support & Operations

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities.

We are committed to fostering an inclusive and performance‑based culture where everyone can belong, grow, contribute and realise their potential.

We appreciate that work‑life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer.

We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.

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Personal Assistant, Investments employer: Threadneedle group

Columbia Threadneedle Investments is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, with ample opportunities for growth and advancement within the investment management sector. The company fosters a culture of inclusivity and teamwork, making it an ideal place for passionate individuals to contribute to impactful investment decisions.

Threadneedle group

Contact Details:

Threadneedle group Recruitment Team

We think you need these skills to ace Personal Assistant, Investments

Organisational Skills
Project Management
Interpersonal Skills
Microsoft Office Suite (MS Word, Excel, PowerPoint, Outlook, Teams)
Calendar Management
Travel Coordination
Meeting Preparation